The Analysis of BlackBarn Capital Partners LP's Holdings
Currently, BlackBarn Capital Partners LP holds 12 types of securities in its portfolio with a total value $278.9M. In the most recent quarter, they have increased their positions in NIQ (+1.8M shares, valued at $29.7M), MH (+549.2K shares, valued at $9.1M), CCOI (+275.0K shares, valued at $5.9M); decreased their positions in ROIV (-1.3M shares, valued at $28.6M), ACLS (-103.4K shares, valued at $8.3M), AMRX (-619.5K shares, valued at $7.8M); initiated new positions in NIQ (+1.8M shares, valued at $29.7M), AZULQ (+4603.6B shares, valued at $N/A). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ROIV ROIVANT SCIENCES LTD3.1M shares-29.90%2025-12-312026-02-17
DHC DIVERSIFIED HEALTHCARE TR6.5M shares6.18%2025-12-312026-02-17 PRVA PRIVIA HEALTH GROUP INC1.3M shares19.22%2025-12-312026-02-17 NIQ NIQ GLOBAL INTELLIGENCE PLC1.8M sharesnew addition2025-12-312026-02-17 NEE NEXTERA ENERGY INC335.0K shares24.07%2025-12-312026-02-17 MH MCGRAW HILL INC1.4M shares64.56%2025-12-312026-02-17 AMRX AMNEAL PHARMACEUTICALS INC1.6M shares-28.29%2025-12-312026-02-17 VKTX VIKING THERAPEUTICS INC550.0K shares10.00%2025-12-312026-02-17 CCOI COGENT COMMUNICATIONS HLDGS650.0K shares73.33%2025-12-312026-02-17 ABUS ARBUTUS BIOPHARMA CORP1.9M shares-7.50%2025-12-312026-02-17 ACLS AXCELIS TECHNOLOGIES INC96.6K shares-51.71%2025-12-312026-02-17 AZULQ 4603.6B sharesnew addition2026-02-202026-02-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR1.5M shares20.00%2025-12-312026-02-17 RMD Put PutRESMED INC400.0K shares-42.86%2025-12-312026-02-17 WRBY Put PutWARBY PARKER INC3.0M shares200.00%2025-12-312026-02-17 ELAN Put PutELANCO ANIMAL HEALTH INC1.7M shares126.67%2025-12-312026-02-17 OSCR Put PutOSCAR HEALTH INC1.3M shares4.00%2025-12-312026-02-17