BlackBarn Capital Partners LP
Net seller this quarter
$1.19B
17
-$19.3M
27.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ROIV | $70.8M | 5.97% | 0.28% | -12.5% | Q4 2023 |
 PRVA | $40.8M | 3.44% | 1.26% | Not reported | Q4 2023 |
 DHC | $37.9M | 3.20% | 1.68% | -15.3% | Q4 2023 |
 NEE | $29.4M | 2.48% | 0.02% | Not reported | Q2 2025 |
 NIQ | $27.2M | 2.29% | 0.98% | +40.0% | Q4 2025 |
 UNH | $27M | 2.28% | 0.01% | Not reported | Q4 2023 |
 NXPI | $25.3M | 2.13% | 0.04% | +50.0% | Q1 2026 |
 VKTX | $23.4M | 1.97% | 0.51% | -3.5% | Q2 2025 |
 MH | $23.2M | 1.96% | 1.28% | +17.3% | Q3 2025 |
 AMRX | $22.5M | 1.90% | 0.41% | -21.2% | Q1 2024 |
 VG | $19.5M | 1.64% | Not reported | New | Q2 2026 |
 AZUL | $15.1M | 1.28% | 0.18% | New | Q2 2026 |
 OXY | $12.1M | 1.02% | 0.03% | New | Q2 2026 |
 ABUS | $12M | 1.01% | 1.27% | Not reported | Q1 2024 |
 CRC | $9.25M | 0.78% | 0.20% | New | Q2 2026 |
 CCOI | $3.47M | 0.29% | 0.49% | -50.0% | Q1 2025 |
 SEAT | $3.26M | 0.28% | 4.55% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| ROIV | $63.3M | 5.09% | 0.32% | -25.9% | Q4 2023 |
 VECO | $33.9M | 2.72% | 1.64% | New | Q1 2026 |
| PRVA | $32.6M | 2.62% | 1.26% | +21.9% | Q4 2023 |
| DHC | $32M | 2.57% | 1.99% | -26.3% | Q4 2023 |
| NEE | $31.1M | 2.50% | 0.02% | Not reported | Q2 2025 |
| MH | $28.6M | 2.30% | 1.09% | +49.2% | Q3 2025 |
| NIQ | $23.6M | 1.90% | 0.70% | +15.3% | Q4 2025 |
| AMRX | $20.5M | 1.65% | 0.52% | +5.1% | Q1 2024 |
| VKTX | $20.2M | 1.63% | 0.54% | +13.0% | Q2 2025 |
| NXPI | $11.8M | 0.95% | 0.02% | New | Q1 2026 |
| ABUS | $11.3M | 0.91% | 1.27% | +35.1% | Q1 2024 |
| GBTG | $11.2M | 0.90% | 0.38% | New | Q1 2026 |
| CCOI | $9.42M | 0.76% | 1.00% | -23.1% | Q1 2025 |
| SEAT | $2.96M | 0.24% | 4.64% | New | Q1 2026 |
| Q4 2025 | |||||
| ROIV | $66.9M | 4.40% | 0.43% | -29.9% | Q4 2023 |
| DHC | $31.7M | 2.08% | 2.70% | +6.2% | Q4 2023 |
| PRVA | $30.8M | 2.03% | 1.05% | +19.2% | Q4 2023 |
| NIQ | $29.7M | 1.95% | 0.61% | New | Q4 2025 |
| NEE | $26.9M | 1.77% | 0.02% | +24.1% | Q2 2025 |
| MH | $23.1M | 1.52% | 0.73% | +64.6% | Q3 2025 |
| AMRX | $19.8M | 1.30% | 0.50% | -28.3% | Q1 2024 |
| VKTX | $19.3M | 1.27% | 0.48% | +10.0% | Q2 2025 |
| CCOI | $14M | 0.92% | 1.30% | +73.3% | Q1 2025 |
| ABUS | $8.9M | 0.59% | 0.96% | -7.5% | Q1 2024 |
 ACLS | $7.76M | 0.51% | 0.31% | -51.7% | Q4 2024 |
| Q3 2025 | |||||
| ROIV | $66.6M | 4.76% | 0.64% | -4.9% | Q4 2023 |
| PRVA | $27.2M | 1.94% | 0.89% | +45.4% | Q4 2023 |
| DHC | $27.1M | 1.94% | 2.54% | -1.6% | Q4 2023 |
 NXT | $25.9M | 1.85% | 0.26% | +12.9% | Q1 2025 |
| AMRX | $21.9M | 1.57% | 0.70% | -36.5% | Q1 2024 |
| NEE | $20.4M | 1.46% | 0.01% | +8.0% | Q2 2025 |
 TEVA | $20.2M | 1.45% | 0.09% | -4.8% | Q1 2024 |
| ACLS | $19.5M | 1.40% | 0.65% | -44.4% | Q4 2024 |
 MOH | $18.2M | 1.30% | 0.19% | +26.7% | Q4 2023 |
| CCOI | $14.4M | 1.03% | 0.76% | +56.3% | Q1 2025 |
| VKTX | $13.1M | 0.94% | 0.44% | +42.9% | Q2 2025 |
| MH | $10.7M | 0.76% | 0.45% | New | Q3 2025 |
| ABUS | $9.08M | 0.65% | 1.04% | -23.2% | Q1 2024 |
 FBLA | $7.51M | 0.54% | 3.15% | Not reported | Q4 2024 |
 BVFL | $4.7M | 0.34% | 3.06% | -39.3% | Q4 2023 |