BlackBarn Capital Partners LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.4T
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 1,250,000 | $832.7B | 59.60% | Put |
| 2 | RMERESMED INC | 700,000 | $191.6B | 13.71% | Put |
| 3 | ROIVROIVANT SCIENCES LTD | 4,400,000 | $66.6B | 4.76% | |
| 4 | WRBYWARBY PARKER INC | 1,000,000 | $27.6B | 1.97% | Put |
| 5 | PRVAPRIVIA HEALTH GROUP INC | 1,090,382 | $27.2B | 1.94% | |
| 6 | DHCDIVERSIFIED HEALTHCARE TR | 6,150,000 | $27.1B | 1.94% | |
| 7 | NXTNEXTRACKER INC | 350,000 | $25.9B | 1.85% | |
| 8 | OSCROSCAR HEALTH INC | 1,250,000 | $23.7B | 1.69% | Put |
| 9 | AMRXAMNEAL PHARMACEUTICALS INC | 2,189,452 | $21.9B | 1.57% | |
| 10 | NEENEXTERA ENERGY INC | 270,000 | $20.4B | 1.46% | |
| 11 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,000,000 | $20.2B | 1.45% | |
| 12 | ACLSAXCELIS TECHNOLOGIES INC | 200,000 | $19.5B | 1.40% | |
| 13 | MOHMOLINA HEALTHCARE INC | 95,000 | $18.2B | 1.30% | |
| 14 | ELANELANCO ANIMAL HEALTH INC | 750,000 | $15.1B | 1.08% | Put |
| 15 | OGM1COGENT COMMUNICATIONS HLDGS | 375,000 | $14.4B | 1.03% | |
| 16 | VKTXVIKING THERAPEUTICS INC | 500,000 | $13.1B | 0.94% | |
| 17 | MHMCGRAW HILL INC | 850,757 | $10.7B | 0.76% | |
| 18 | I9DNARBUTUS BIOPHARMA CORP | 2,000,000 | $9.1B | 0.65% | |
| 19 | FBLAFB BANCORP INC | 624,700 | $7.5B | 0.54% | |
| 20 | BVFLBV FINL INC | 291,442 | $4.7B | 0.34% |