StockDriftsStockDriftsTop 14 Blackbarn Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | 19.04% | 2.29M | $63.3M | -25.91%(-799.18K) | $11.05(+165.05%) | 2026-03-31 | |
| VECO | VEECO INSTRS INC DEL | 10.19% | 1.00M | $33.9M | new | $31.22(+87.83%) | 2026-03-31 | |
| PRVA | PRIVIA HEALTH GROUP INC | 9.81% | 1.58M | $32.6M | +21.92%(+285.00K) | $21.79(+5.32%) | 2026-03-31 | |
| DHC | DIVERSIFIED HEALTHCARE TR | 9.61% | 4.81M | $32.0M | -26.30%(-1.72M) | $3.10(+169.91%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 9.36% | 335.0K | $31.1M | +0.00%(+0) | $71.63(+30.34%) | 2026-03-31 | |
| MH | MCGRAW HILL INC | 8.61% | 2.09M | $28.6M | +49.18%(+688.49K) | $13.91(-17.90%) | 2026-03-31 | |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | 7.1% | 2.07M | $23.6M | +15.26%(+274.76K) | $15.81(-48.13%) | 2026-03-31 | |
| AMRX | AMNEAL PHARMACEUTICALS INC | 6.17% | 1.65M | $20.5M | +5.10%(+80.00K) | $7.14(+67.03%) | 2026-03-31 | |
| VKTX | VIKING THERAPEUTICS INC | 6.08% | 621.5K | $20.2M | +12.99%(+71.45K) | $27.42(+10.39%) | 2026-03-31 | |
| NXPI | NXP SEMICONDUCTORS N V | 3.55% | 60.0K | $11.8M | new | $206.96(+40.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.83% | +89.87% |
| Top 20 Holdings Unweighted | +17.87% | +63.75% |
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