Blackbarn Capital Partners
$402M 13F equity value
19 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Blackbarn Capital Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | 2,000,000 | $71M | 17.6% |
| PRVA | PRIVIA HEALTH GROUP INC | 1,585,000 | $41M | 10.1% |
| DHC | DIVERSIFIED HEALTHCARE TR | 4,075,000 | $38M | 9.4% |
| NEE | NEXTERA ENERGY INC | 335,000 | $29M | 7.3% |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | 2,903,862 | $27M | 6.8% |
| UNH | UNITEDHEALTH GROUP INC | 65,000 | $27M | 6.7% |
| NXPI | NXP SEMICONDUCTORS N V | 90,000 | $25M | 6.3% |
| VKTX | VIKING THERAPEUTICS INC | 600,000 | $23M | 5.8% |
| MH | MCGRAW HILL INC | 2,450,000 | $23M | 5.8% |
| AMRX | AMNEAL PHARMACEUTICALS INC | 1,300,000 | $23M | 5.6% |
Track Blackbarn Capital Partners's 13F portfolio: $402M in reported holdings, 19 positions. Top holdings and quarterly changes on SentiSense.
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