BlackBarn Capital Partners LP

Est. AUM

$1.24B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR S&P 500 ETF TRPUT	TR UNIT	$520.3M	800000	41.86%	SOLE
2	ISHARES INCPUT	MSCI BRAZIL ETF	$201.5M	5250000	16.21%	SOLE
3	RESMED INCPUT	COM	$89.8M	400000	7.22%	SOLE
4	ROIVANT SCIENCES LTD	SHS	$63.3M	2285117	5.09%	SOLE
5	AMERICAN AIRLINES GROUP INCPUT	COM	$43.0M	4000000	3.46%	SOLE
6	VEECO INSTRS INC DEL	COM	$33.9M	1000000	2.72%	SOLE
7	PRIVIA HEALTH GROUP INC	COM	$32.6M	1585000	2.62%	SOLE
8	DIVERSIFIED HEALTHCARE TR	COM SH BEN INT	$32.0M	4812413	2.57%	SOLE
9	NEXTERA ENERGY INC	COM	$31.1M	335000	2.50%	SOLE
10	MCGRAW HILL INC	COM	$28.6M	2088492	2.30%	SOLE
11	PALANTIR TECHNOLOGIES INCPUT	CL A	$25.6M	175000	2.06%	SOLE
12	NIQ GLOBAL INTELLIGENCE PLC	ORDINARY SHARES	$23.6M	2074761	1.90%	SOLE
13	WARBY PARKER INCPUT	CL A COM	$21.1M	1000000	1.70%	SOLE
14	AMNEAL PHARMACEUTICALS INC	COM STK CL A	$20.5M	1650000	1.65%	SOLE
15	VIKING THERAPEUTICS INC	COM	$20.2M	621450	1.63%	SOLE
16	NXP SEMICONDUCTORS N V	COM	$11.8M	60000	0.95%	SOLE
17	ARBUTUS BIOPHARMA CORP	COM	$11.3M	2500000	0.91%	SOLE
18	GLOBAL BUSINESS TRAVEL GROUP	COM CL A	$11.2M	2000000	0.90%	SOLE
19	COGENT COMMUNICATIONS HLDGS	COM NEW	$9.4M	500000	0.76%	SOLE
20	COGENT COMM HOLDINGS INCPUT	COM NEW	$9.4M	500000	0.76%	SOLE
21	VIVID SEATS INC	COM CL A	$3.0M	500000	0.24%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.