Funds › BlackBarn Capital Partners LP
BlackBarn Capital Partners LP
13F for Q2 2026, filed Aug 14, 2026. 17 positions worth $1.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ROIV Roivant Sciences Ltd. | 2.00M | $70.8M | 6.0% | -12.5% | 13F ↗ |
| 2 | PRVA Privia Health Group, Inc. | 1.58M | $40.8M | 3.4% | Unchanged | 13F ↗ |
| 3 | DHC Diversified Healthcare Trust · Com Sh Ben Int | 4.08M | $37.9M | 3.2% | -15.3% | 13F ↗ |
| 4 | NEE NextEra Energy, Inc. | 335,000 | $29.4M | 2.5% | Unchanged | 13F ↗ |
| 5 | NIQ NIQ Global Intelligence plc | 2.90M | $27.2M | 2.3% | +40.0% | 13F ↗ |
| 6 | UNH UnitedHealth Group Incorporated | 65,000 | $27.0M | 2.3% | New | 13F ↗ |
| 7 | NXPI NXP Semiconductors N.V. | 90,000 | $25.3M | 2.1% | +50.0% | 13F ↗ |
| 8 | VKTX Viking Therapeutics, Inc. | 600,000 | $23.4M | 2.0% | -3.5% | 13F ↗ |
| 9 | MH McGraw Hill, Inc. | 2.45M | $23.2M | 2.0% | +17.3% | 13F ↗ |
| 10 | AMRX Amneal Pharmaceuticals, Inc. | 1.30M | $22.5M | 1.9% | -21.2% | 13F ↗ |
| 11 | VG Venture Global, Inc. | 1.75M | $19.5M | 1.6% | New | 13F ↗ |
| 12 | AZUL Azul S.A. · ADR | 1.68M | $15.1M | 1.3% | New | 13F ↗ |
| 13 | OXY Occidental Petroleum Corporation | 250,000 | $12.1M | 1.0% | New | 13F ↗ |
| 14 | ABUS Arbutus Biopharma Corporation | 2.50M | $12.0M | 1.0% | Unchanged | 13F ↗ |
| 15 | CRC California Resources Corporation | 175,000 | $9.3M | 0.8% | New | 13F ↗ |
| 16 | CCOI Cogent Communications Holdings, Inc. | 250,000 | $3.5M | 0.3% | -50.0% | 13F ↗ |
| 17 | SEAT Vivid Seats Inc. | 500,000 | $3.3M | 0.3% | Unchanged | 13F ↗ |
Changes since Q1 2026
5 new, 3 added to, 5 trimmed, 2 exited, 4 unchanged. By estimated dollars.
New positions (5)
Added to (3)
Trimmed (5)
Exited (2)
| VECO Veeco Instruments Inc. | 1.00M | Exited | -$33.9M |
| Global Business Travel Group | 2.00M | Exited | -$11.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer