Holdings
Blacksheep Fund Management Ltd
As of Jun 30, 2026, Blacksheep Fund Management Ltd reported 6 positions worth US$310M. Largest: Mastercard Incorporated, Visa Inc. and Transdigm Group Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mastercard Incorporated | 153K | US$78.8M | +65,780 | Jun 30, 2026 |
| Visa Inc. | 187K | US$64M | +85,840 | Jun 30, 2026 |
| Transdigm Group Inc. | 45,754 | US$60.9M | no change | Jun 30, 2026 |
| Microsoft Corp. | 130K | US$48.5M | no change | Jun 30, 2026 |
| Liberty Media Corporation - Series A Liberty Formula One | 447K | US$42.6M | +182 | Jun 30, 2026 |
| Tucows Inc. | 1.09M | US$14.7M | no change | Jun 30, 2026 |