StockDriftsStockDriftsTop 8 Blacksheep Fund Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | 21.45% | 45.8K | $53.0M | -21.74%(-12.71K) | $1386.30(-14.97%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 19.49% | 130.1K | $48.2M | +54.41%(+45.86K) | $474.75(-13.76%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 17.72% | 87.7K | $43.8M | +97.77%(+43.33K) | $552.75(-11.36%) | 2026-03-31 | |
| V | VISA INC | 12.31% | 100.7K | $30.4M | +108.73%(+52.46K) | $335.85(-3.97%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 12.1% | 351.7K | $29.9M | +0.00%(+0) | $87.01(+4.78%) | 2026-03-31 | |
| TCX | TUCOWS INC | 7.58% | 1.09M | $18.7M | +0.00%(+0) | $60.40(-74.92%) | 2026-03-31 | |
| GRND | GRINDR INC | 6.07% | 1.24M | $15.0M | +0.00%(+0) | $14.28(-3.01%) | 2026-03-31 | |
| FWONA | LIBERTY MEDIA CORP DEL | 3.29% | 104.0K | $8.1M | +0.00%(+0) | $79.89(+4.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +34.45% | +143.04% |
| Top 20 Holdings Unweighted | +27.78% | +108.65% |
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