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.
Blacksheep Fund Management Ltd (CIK 1800249) reported $247.2M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TDG ($53.0M, 21.45%), MSFT ($48.2M, 19.49%), MA ($43.8M, 17.72%), V ($30.4M, 12.31%), FWONK ($29.9M, 12.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDG | TRANSDIGM GROUP INC | $53.0M | 21.45% | 45,754 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $48.2M | 19.49% | 130,140 | Added |
| 3 | MA | MASTERCARD INCORPORATED | $43.8M | 17.72% | 87,650 | Added |
| 4 | V | VISA INC | $30.4M | 12.31% | 100,710 | Added |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $29.9M | 12.10% | 351,706 | Hold |
| 6 | TCX | TUCOWS INC | $18.7M | 7.58% | 1.1M | Hold |
| 7 | GRND | GRINDR INC | $15.0M | 6.07% | 1.2M | Hold |
| 8 | FWONA | LIBERTY MEDIA CORP DEL | $8.1M | 3.29% | 104,010 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31