BlackBarn Capital Partners LP reported 24 holdings worth US$1.19B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
BlackBarn Capital Partners LP reported 24 holdings worth US$1.19B as of Jun 30, 2026. Largest: Roivant Sciences Ltd., Privia Health Group, Inc. and Diversified Healthcare Trust. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$1.19B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Roivant Sciences Ltd. | 2M | US$70.8M | 6.0% |
| Privia Health Group, Inc. | 1.58M | US$40.8M | 3.4% |
| Diversified Healthcare Trust | 4.08M | US$37.9M | 3.2% |
| Nextera Energy, Inc. | 335K | US$29.4M | 2.5% |
| Unitedhealth Group Incorporated | 65,000 | US$27M | 2.3% |
| Viking Therapeutics, Inc. | 600K | US$23.4M | 2.0% |
| Mcgraw Hill, Inc. | 2.45M | US$23.2M | 2.0% |
| Amneal Pharmaceuticals, Inc. | 1.3M | US$22.5M | 1.9% |
| Venture Global, Inc. | 1.75M | US$19.5M | 1.6% |
| Azul S.a. | 1.68M | US$15.1M | 1.3% |
| Occidental Petroleum Corporation | 250K | US$12.1M | 1.0% |
| Arbutus Biopharma Corporation | 2.5M | US$12M | 1.0% |
| California Resources Corporation | 175K | US$9.25M | 0.78% |
| Cogent Communications Holdings, Inc. | 250K | US$3.47M | 0.29% |
| Vivid Seats Inc. | 500K | US$3.26M | 0.28% |
| Global Business Travel Group, Inc. | 0 | US$0 | 0.00% |
| Veeco Instruments Inc. | 0 | US$0 | 0.00% |