Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BlackBarn Capital Partners LP (CIK 2010204) reported $1.24B across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($520.3M, 41.86%), EWZ ($201.5M, 16.21%), RMD ($89.8M, 7.22%), ROIV ($63.3M, 5.09%), AAL ($43.0M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $520.3M | 41.86% | 800,000 | Trimmed |
| 2 | EWZ | ISHARES INC | $201.5M | 16.21% | 5.2M | New |
| 3 | RMD | RESMED INC | $89.8M | 7.22% | 400,000 | Hold |
| 4 | ROIV | ROIVANT SCIENCES LTD | $63.3M | 5.09% | 2.3M | Trimmed |
| 5 | AAL | AMERICAN AIRLINES GROUP INC | $43.0M | 3.46% | 4.0M | New |
| 6 | VECO | VEECO INSTRS INC DEL | $33.9M | 2.72% | 1.0M | New |
| 7 | PRVA | PRIVIA HEALTH GROUP INC | $32.6M | 2.62% | 1.6M | Added |
| 8 | DHC | DIVERSIFIED HEALTHCARE TR | $32.0M | 2.57% | 4.8M | Trimmed |
| 9 | NEE | NEXTERA ENERGY INC | $31.1M | 2.50% | 335,000 | Hold |
| 10 | MCGRAW HILL INC | $28.6M | 2.30% | 2.1M | Added | |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | $25.6M | 2.06% | 175,000 | New |
| 12 | NIQ GLOBAL INTELLIGENCE PLC | $23.6M | 1.90% | 2.1M | Added | |
| 13 | WRBY | WARBY PARKER INC | $21.1M | 1.70% | 1.0M | Trimmed |
| 14 | AMRX | AMNEAL PHARMACEUTICALS INC | $20.5M | 1.65% | 1.6M | Added |
| 15 | VKTX | VIKING THERAPEUTICS INC | $20.2M | 1.63% | 621,450 | Added |
| 16 | CCOI | COGENT COMMUNICATIONS HLDGS | $18.8M | 1.52% | 1.0M | Added |
| 17 | NXPI | NXP SEMICONDUCTORS N V | $11.8M | 0.95% | 60,000 | New |
| 18 | ABUS | ARBUTUS BIOPHARMA CORP | $11.2M | 0.91% | 2.5M | Added |
| 19 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $11.2M | 0.90% | 2.0M | New |
| 20 | SEAT | VIVID SEATS INC | $3.0M | 0.24% | 500,000 | New |
| 21 | ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 22 | ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | Exited |
| 23 | OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31