BlackBarn Capital Partners LP 13F Holdings

CIK 0002010204 · NEW YORK, NY

As of Sep 30, 2025, BlackBarn Capital Partners LP reported 20 positions worth .4B in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—1,250,000$832.7M59.60%
RESMED INCRMDHealthcare700,000 91.6M13.71%
ROIVANT SCIENCES LTDROIVHealthcare4,400,000$66.6M4.76%
WARBY PARKER INCWRBYHealthcare1,000,000$27.6M1.97%
PRIVIA HEALTH GROUP INCPRVAHealthcare1,090,382$27.2M1.94%
DIVERSIFIED HEALTHCARE TRUSTDHCReal Estate6,150,000$27.1M1.94%
NEXTPOWER INCNXTTechnology350,000$25.9M1.85%
OSCAR HEALTH INCOSCRHealthcare1,250,000$23.7M1.69%
AMNEAL PHARMACEUTICALS INCAMRXHealthcare2,189,452$21.9M1.57%
NEXTERA ENERGY INCNEEUtilities270,000$20.4M1.46%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAHealthcare1,000,000$20.2M1.45%
AXCELIS TECHNOLOGIES INCACLSTechnology200,000 9.5M1.40%
MOLINA HEALTHCARE INCMOHHealthcare95,000 8.2M1.30%
ELANCO ANIMAL HEALTH INCELANHealthcare750,000 5.1M1.08%
COGENT COMMUNICATIONS HOLDINGS INCCCOICommunication Services375,000 4.4M1.03%
VIKING THERAPEUTICS INCVKTXHealthcare500,000 3.1M0.94%
MCGRAW HILL INCMHConsumer Defensive850,757 0.7M0.76%
ARBUTUS BIOPHARMA CORPABUSHealthcare2,000,000$9.1M0.65%
FB BANCORP INCFBLA—624,700$7.5M0.54%
BV FINL INCBVFLFinancial Services291,442$4.7M0.34%