StockDriftsStockDriftsTop 16 Blackbarn Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | 17.6% | 2.00M | $70.8M | -12.48%(-285.12K) | $11.05(+228.30%) | 2026-06-30 | |
| PRVA | PRIVIA HEALTH GROUP INC | 10.14% | 1.58M | $40.8M | +0.00%(+0) | $21.79(+0.23%) | 2026-06-30 | |
| DHC | DIVERSIFIED HEALTHCARE TR | 9.42% | 4.08M | $37.9M | -15.32%(-737.41K) | $3.10(+170.23%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 7.31% | 335.0K | $29.4M | +0.00%(+0) | $71.63(+20.08%) | 2026-06-30 | |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | 6.75% | 2.90M | $27.2M | +39.96%(+829.10K) | $14.11(+19.45%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 6.72% | 65.0K | $27.0M | new | $530.30(-24.75%) | 2026-06-30 | |
| NXPI | NXP SEMICONDUCTORS N V | 6.29% | 90.0K | $25.3M | +50.00%(+30.00K) | $216.04(+9.09%) | 2026-06-30 | |
| VKTX | VIKING THERAPEUTICS INC | 5.82% | 600.0K | $23.4M | -3.45%(-21.45K) | $27.42(+20.51%) | 2026-06-30 | |
| MH | MCGRAW HILL INC | 5.77% | 2.45M | $23.2M | +17.31%(+361.51K) | $13.53(+0.26%) | 2026-06-30 | |
| AMRX | AMNEAL PHARMACEUTICALS INC | 5.6% | 1.30M | $22.5M | -21.21%(-350.00K) | $7.14(+141.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +103.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +74.48% |
Blackbarn Capital Partners LP reports $1.19B in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are ROIV (17.6%), PRVA (10.1%) and DHC (9.4%). The top 20 holdings account for 96.23% of reported assets. Its disclosed equity book has returned +103.94% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blackbarn Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010204). View Blackbarn Capital Partners LP’s 13F filings on SEC