BlackBarn Capital Partners LP
CIK 2010204
13F filing for Q2 2026・No. 2,300
- Holdings
- US$1.19B
- Quarter change
- −US$57.7M
- Entries
- 24
- Net bought (estimate)
- +US$30.3M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 5
- Added 3
- Corporate actions 0
- Unchanged 4
Largest holdings
17 stocks worth US$402.18M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ROIVROIVANT SCIENCES LTDSHS | Cut | 2,000,000 | US$70.78M | 17.60% |
| PRVAPRIVIA HEALTH GROUP INCCOM | Unchanged | 1,585,000 | US$40.78M | 10.14% |
| DIVERSIFIED HEALTHCARE TRCOM SH BEN INT | Cut | 4,075,000 | US$37.9M | 9.42% |
| NEENEXTERA ENERGY INCCOM | Unchanged | 335,000 | US$29.4M | 7.31% |
| NIQNIQ GLOBAL INTELLIGENCE PLCORDINARY SHARES | Added | 2,903,862 | US$27.15M | 6.75% |
| UNHUNITEDHEALTH GROUP INCCOM | New | 65,000 | US$27.02M | 6.72% |
| NXPINXP SEMICONDUCTORS N VCOM | Added | 90,000 | US$25.29M | 6.29% |
| VKTXVIKING THERAPEUTICS INCCOM | Cut | 600,000 | US$23.41M | 5.82% |
| MHMCGRAW HILL INCCOM | Added | 2,450,000 | US$23.2M | 5.77% |
| AMNEAL PHARMACEUTICALS INCCOM STK CL A | Cut | 1,300,000 | US$22.5M | 5.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.