EdgeMarket › What Blackbarn Capital Partners Lp reported owning
What Blackbarn Capital Partners Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
21Quarter
2026-03-31Shown below
14largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ROIV Roivant Sciences Ltd. | 63.3M | 5.1% | 2.3M | 36.30 | +209.7% |
| VECO VEECO INSTRUMENTS INC | 33.9M | 2.7% | 1.0M | 47.86 | +100.3% |
| PRVA Privia Health Group, Inc. | 32.6M | 2.6% | 1.6M | 21.12 | -0.1% |
| DHC DIVERSIFIED HEALTHCARE TRUST | 32.0M | 2.6% | 4.8M | 8.02 | +125.3% |
| NEE NEXTERA ENERGY INC | 31.1M | 2.5% | 335.0K | 83.65 | +9.8% |
| MH McGraw Hill, Inc. | 28.6M | 2.3% | 2.1M | 13.30 | -12.6% |
| NIQ NIQ Global Intelligence plc | 23.6M | 1.9% | 2.1M | 18.78 | +8.7% |
| AMRX Amneal Pharmaceuticals, Inc. | 20.5M | 1.6% | 1.6M | 17.91 | +90.3% |
| VKTX Viking Therapeutics, Inc. | 20.2M | 1.6% | 621.5K | 33.89 | +31.9% |
| NXPI NXP Semiconductors N.V. | 11.8M | 1.0% | 60.0K | 225.56 | -1.4% |
| ABUS Arbutus Biopharma Corp | 11.2M | 0.9% | 2.5M | 5.21 | +49.3% |
| GBTG Global Business Travel Group, Inc. | 11.2M | 0.9% | 2.0M | 9.45 | +19.6% |
| CCOI COGENT COMMUNICATIONS HOLDINGS, INC. | 9.4M | 0.8% | 500.0K | 9.17 | -75.5% |
| SEAT Vivid Seats Inc. | 3.0M | 0.2% | 500.0K | 6.89 | -57.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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