BlackBarn Capital Partners LP: 13F holdings
CIK 20102042026Q2
| Positions | 21 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ROIVANT SCIENCES LTD | 2,000,000 | $70.8m | 6.0% |
| PRVA PRIVIA HEALTH GROUP INC | 1,585,000 | $40.8m | 3.4% |
| DHC DIVERSIFIED HEALTHCARE TR | 4,075,000 | $37.9m | 3.2% |
| NEE NEXTERA ENERGY INC | 335,000 | $29.4m | 2.5% |
| NIQ GLOBAL INTELLIGENCE PLC | 2,903,862 | $27.2m | 2.3% |
| UNH UNITEDHEALTH GROUP INC | 65,000 | $27.0m | 2.3% |
| NXP SEMICONDUCTORS N V | 90,000 | $25.3m | 2.1% |
| VKTX VIKING THERAPEUTICS INC | 600,000 | $23.4m | 2.0% |
| MCGRAW HILL INC | 2,450,000 | $23.2m | 2.0% |
| AMRX AMNEAL PHARMACEUTICALS INC | 1,300,000 | $22.5m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010204")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.