BlackBarn Capital Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
BlackBarn Capital Partners LP disclosed 14 US equity positions worth $332.4m in its Q1 2026 13F filing. The largest position was ROIV at 19.0% of the reported book, followed by VECO and PRVA.
What did BlackBarn Capital Partners LP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ROIV ROIVANT SCIENCES LTD | Healthcare | 19.0% | $63.3m | 2,285,117 | – | |
| 2 | VECO VEECO INSTRS INC DEL | Technology | 10.2% | $33.9m | 1,000,000 | – | |
| 3 | PRVA PRIVIA HEALTH GROUP INC | Healthcare | 9.8% | $32.6m | 1,585,000 | – | |
| 4 | DHC DIVERSIFIED HEALTHCARE TR | Real Estate | 9.6% | $32.0m | 4,812,413 | – | |
| 5 | NEE NEXTERA ENERGY INC | Utilities | 9.4% | $31.1m | 335,000 | – | |
| 6 | MH MCGRAW HILL INC | 8.6% | $28.6m | 2,088,492 | – | ||
| 7 | NIQ NIQ GLOBAL INTELLIGENCE PLC | 7.1% | $23.6m | 2,074,761 | – | ||
| 8 | AMRX AMNEAL PHARMACEUTICALS INC | Healthcare | 6.2% | $20.5m | 1,650,000 | – | |
| 9 | VKTX VIKING THERAPEUTICS INC | Healthcare | 6.1% | $20.2m | 621,450 | – | |
| 10 | NXPI NXP SEMICONDUCTORS N V | Technology | 3.6% | $11.8m | 60,000 | – | |
| 11 | ABUS ARBUTUS BIOPHARMA CORP | Healthcare | 3.4% | $11.2m | 2,500,000 | – | |
| 12 | GBTG GLOBAL BUSINESS TRAVEL GROUP | 3.4% | $11.2m | 2,000,000 | – | ||
| 13 | CCOI COGENT COMMUNICATIONS HLDGS | Communication Services | 2.8% | $9.4m | 500,000 | – | |
| 14 | VIVID SEATS INC | 0.9% | $3.0m | 500,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.