Holders — by stockHoldings — by fund
BlackBarn Capital Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002010204
$1.19B
disclosed book value
21
positions
50.4%
largest position share
Positions, as of 2026-06-30
top 24 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TRPUT | 800,000 | $597.4M | 50.4% |
| 2 | ROIVANT SCIENCES LTD | 2.0M | $70.8M | 6% |
| 3 | OSCROSCAR HEALTH INCPUT | 1.8M | $49.9M | 4.2% |
| 4 | UNHUNITEDHEALTH GROUP INCCALL | 100,000 | $41.6M | 3.5% |
| 5 | PRVAPRIVIA HEALTH GROUP INC | 1.6M | $40.8M | 3.4% |
| 6 | RMDRESMED INCPUT | 200,000 | $39.0M | 3.3% |
| 7 | DHCDIVERSIFIED HEALTHCARE TR | 4.1M | $37.9M | 3.2% |
| 8 | VGVENTURE GLOBAL INCCALL | 3.0M | $33.4M | 2.8% |
| 9 | NEENEXTERA ENERGY INC | 335,000 | $29.4M | 2.5% |
| 10 | NIQ GLOBAL INTELLIGENCE PLC | 2.9M | $27.2M | 2.3% |
| 11 | UNHUNITEDHEALTH GROUP INC | 65,000 | $27.0M | 2.3% |
| 12 | NXP SEMICONDUCTORS N V | 90,000 | $25.3M | 2.1% |
| 13 | VKTXVIKING THERAPEUTICS INC | 600,000 | $23.4M | 2% |
| 14 | MHMCGRAW HILL INC | 2.5M | $23.2M | 2% |
| 15 | AMRXAMNEAL PHARMACEUTICALS INC | 1.3M | $22.5M | 1.9% |
| 16 | VGVENTURE GLOBAL INC | 1.8M | $19.5M | 1.6% |
| 17 | AZULAZUL S A | 1.7M | $15.1M | 1.3% |
| 18 | OXYOCCIDENTAL PETE CORP | 250,000 | $12.1M | 1% |
| 19 | WRBYWARBY PARKER INCPUT | 400,000 | $12.1M | 1% |
| 20 | ABUSARBUTUS BIOPHARMA CORP | 2.5M | $12.0M | 1% |
| 21 | VKTXVIKING THERAPEUTICS INCCALL | 250,000 | $9.8M | 0.8% |
| 22 | CRCCALIFORNIA RES CORP | 175,000 | $9.3M | 0.8% |
| 23 | CCOICOGENT COMMUNICATIONS HLDGS | 250,000 | $3.5M | 0.3% |
| 24 | SEATVIVID SEATS INC | 500,000 | $3.3M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.