Institutional Fund
Blackbarn Capital Partners LP
New York, NYCIK 20102045 filings on record
Portfolio Value
$332.36M
Q1 2026
Holdings
14
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+19.2%
from $278.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Roivant Sciences Ltd19.0%
- Veeco Instrs Inc Del10.2%
- Privia Health Group Inc9.8%
- Diversified Healthcare Tr9.6%
- Nextera Energy Inc9.4%
- Mcgraw Hill Inc8.6%
- Other33.4%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Roivant Sciences Ltd | 2.29M | $63.30M | 19.0% | −799.2K | Reduced |
| 2 | Veeco Instrs Inc Del | 1.00M | $33.86M | 10.2% | +1.00M | New |
| 3 | Privia Health Group Inc | 1.58M | $32.60M | 9.8% | +285.0K | Added |
| 4 | Diversified Healthcare Tr | 4.81M | $31.95M | 9.6% | −1.72M | Reduced |
| 5 | Nextera Energy Inc | 335.0K | $31.11M | 9.4% | 0 | Held |
| 6 | Mcgraw Hill Inc | 2.09M | $28.61M | 8.6% | +688.5K | Added |
| 7 | Niq Global Intelligence PLC | 2.07M | $23.59M | 7.1% | +274.8K | Added |
| 8 | Amneal Pharmaceuticals Inc | 1.65M | $20.51M | 6.2% | +80.0K | Added |
| 9 | Viking Therapeutics Inc | 621.5K | $20.22M | 6.1% | +71.5K | Added |
| 10 | Nxp Semiconductors N V | 60.0K | $11.81M | 3.6% | +60.0K | New |
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