Institutions / BlackBarn Capital Partners LP
BlackBarn Capital Partners LP
CIK 2010204 · Institution · as of Dec 31, 2025
Portfolio value
$278.90M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Roivant Sciences Ltd. | $66.93M | 24.0% |
| Diversified Healthcare Trust | $31.67M | 11.4% |
| Privia Health Group, Inc. | $30.82M | 11.1% |
| Niq Global Intelligence PLC | $29.68M | 10.6% |
| Nextera Energy Inc | $26.89M | 9.6% |
| McGraw Hill, Inc.MH | $23.10M | 8.3% |
| Amneal Pharmaceuticals, Inc. | $19.78M | 7.1% |
| Viking Therapeutics Inc | $19.35M | 6.9% |
| Cogent Communications Holdings, Inc. | $14.01M | 5.0% |
| Arbutus Biopharma CorpABUS | $8.90M | 3.2% |
| Axcelis Technologies Inc | $7.76M | 2.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.