BlackBarn Capital Partners LP
CIK: 0002010204SEC EDGAR →
Portfolio Value
$1.5B
Holdings
16
As of
Q4 2025
New Positions
5
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPYPut SPDR S&P 500 ETF TR | 1,500,000 | $1.0B | 67.27% |
| 2 | RMEPut RESMED INC | 400,000 | $96.3M | 6.34% |
| 3 | ROIVANT SCIENCES LTD | 3,084,300 | $66.9M | 4.40% |
| 4 | WRBYPut WARBY PARKER INC | 3,000,000 | $65.4M | 4.30% |
| 5 | ELANPut ELANCO ANIMAL HEALTH INC | 1,700,000 | $38.5M | 2.53% |
| 6 | DIVERSIFIED HEALTHCARE TR | 6,530,140 | $31.7M | 2.08% |
| 7 | PRIVIA HEALTH GROUP INC | 1,300,000 | $30.8M | 2.03% |
| 8 | NIQ GLOBAL INTELLIGENCE PLC | 1,800,000 | $29.7M | 1.95% |
| 9 | NEXTERA ENERGY INC | 335,000 | $26.9M | 1.77% |
| 10 | MCGRAW HILL INC | 1,400,000 | $23.1M | 1.52% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 1 | $1.0B | 67.3% |
| Healthcare | 7 | $259.4M | 17.1% |
| Unknown | 3 | $119.3M | 7.8% |
| Technology | 3 | $69.1M | 4.5% |
| Utilities | 1 | $26.9M | 1.8% |
| Consumer Defensive | 1 | $23.1M | 1.5% |