BlackBarn Capital Partners LP
Follow13F filer, CIK 2010204, NEW YORK, NY
BlackBarn Capital Partners LP reported $1,243,021,369 across 21 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 89.53% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002010204-26-000004
- Period
- 2026-03-31
- Reported value
- $1.24B
- Holdings
- 21
- Top 10 weight
- 89.53%
- New
- 8
- Sold out
- 3
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VECOnew | +1,000,000 | $33.9M |
| NXPInew | +60,000 | $11.8M |
| GBTGnew | +2,000,000 | $11.2M |
| MHadded | +688,492 | $9.43M |
| PRVAadded | +285,000 | $5.86M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ROIVreduced | -799,183 | -$22.1M |
| DHCreduced | -1,717,727 | -$11.4M |
| ACLSexited | -96,573 | -$7.76M |
| CCOIreduced | -150,000 | -$2.83M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0002010204-26-000004, largest first. % of portfolio is the value over $332,360,869, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| ROIVROIVANT SCIENCES LTD | 2,285,117 | $63.3M | 19.04% | -799,183 | Timeline | ||
| VECOVEECO INSTRS INC DEL | 1,000,000 | $33.9M | 10.19% | new | Timeline | ||
| PRVAPRIVIA HEALTH GROUP INC | 1,585,000 | $32.6M | 9.81% | +285,000 | Timeline | ||
| DHCDIVERSIFIED HEALTHCARE TR | 4,812,413 | $32M | 9.61% | -1,717,727 | Timeline | ||
| NEENEXTERA ENERGY INC | 335,000 | $31.1M | 9.36% | 0 | Timeline | ||
| MHMCGRAW HILL INC | 2,088,492 | $28.6M | 8.61% | +688,492 | Timeline | ||
| NIQNIQ GLOBAL INTELLIGENCE PLC | 2,074,761 | $23.6M | 7.1% | +274,761 | Timeline | ||
| AMRXAMNEAL PHARMACEUTICALS INC | 1,650,000 | $20.5M | 6.17% | +80,000 | Timeline | ||
| VKTXVIKING THERAPEUTICS INC | 621,450 | $20.2M | 6.08% | +71,450 | Timeline | ||
| NXPINXP SEMICONDUCTORS N V | 60,000 | $11.8M | 3.55% | new | Timeline | ||
| ABUSARBUTUS BIOPHARMA CORP | 2,500,000 | $11.2M | 3.38% | +650,000 | Timeline | ||
| GBTGGLOBAL BUSINESS TRAVEL GROUP | 2,000,000 | $11.2M | 3.36% | new | Timeline | ||
| CCOICOGENT COMM HOLDINGS INC | 500,000 | $9.42M | 2.83% | -150,000 | Timeline | ||
| SEATVIVID SEATS INC | 500,000 | $2.96M | 0.89% | new | Timeline |
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T SHS | put | 800,000 | $520M | -700,000 |
| EWZISHARES INC MSCI BRAZIL ETF | put | 5,250,000 | $202M | new |
| RMDRESMED INC Stock | put | 400,000 | $89.8M | 0 |
| AALAMERICAN AIRLINES GROUP INC Stock | put | 4,000,000 | $43M | new |
| PLTRPALANTIR TECHNOLOGIES INC COM | put | 175,000 | $25.6M | new |
| WRBYWARBY PARKER INC CL A COM | put | 1,000,000 | $21.1M | -2,000,000 |
| CCOICOGENT COMM HOLDINGS INC COM NEW | put | 500,000 | $9.42M | new |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002010204-26-000004 | base | 2026-05-15 | acceptance time not in the bulk data set |