Blackbarn Capital Partners Lp Top Holdings and 13F Report (2025) About Blackbarn Capital Partners LpInvestment ActivityBlackbarn Capital Partners Lp has $1.57 billion in total holdings as of March 31, 2025.Blackbarn Capital Partners Lp owns shares of 22 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 37.96% of the portfolio was purchased this quarter.About 46.66% of the portfolio was sold this quarter.This quarter, Blackbarn Capital Partners Lp has purchased 17 new stocks and bought additional shares in 7 stocks.Blackbarn Capital Partners Lp sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $699,237,500iShares iBoxx $ High Yield Corporate Bond ETF $433,895,000Tesla $129,580,000Roivant Sciences $47,927,500UnitedHealth Group $34,567,500 Largest New Holdings this Quarter 464288513 - iShares iBoxx $ High Yield Corporate Bond ETF $433,895,000 Holding931427108 - Walgreens Boots Alliance $16,755,000 Holding65290E101 - Nextracker $15,170,400 Holding19239V302 - Cogent Communications $11,648,900 Holding268948106 - Eagle Bancorp $7,980,000 Holding Largest Purchases this Quarter iShares iBoxx $ High Yield Corporate Bond ETF 5,500,000 shares (about $433.90M)Tesla 250,000 shares (about $64.79M)Axcelis Technologies 424,444 shares (about $21.08M)Walgreens Boots Alliance 1,500,000 shares (about $16.76M)Nextracker 360,000 shares (about $15.17M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,250,000 shares (about $699.24M)Molina Healthcare 1,500 shares (about $494.09K)Blue Ridge Bankshares 49,556 shares (about $161.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlackbarn Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$699,237,500$699,237,500 ▼-50.0%1,250,00044.5%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$433,895,000$433,895,000 ▲New Holding5,500,00027.6%ETFTSLATesla$129,580,000$64,790,000 ▲100.0%500,0008.2%Auto/Tires/TrucksROIVRoivant Sciences$47,927,500$6,306,250 ▲15.2%4,750,0003.0%MedicalUNHUnitedHealth Group$34,567,500$3,142,500 ▲10.0%66,0002.2%MedicalMOHMolina Healthcare$31,456,745$494,085 ▼-1.5%95,5002.0%MedicalAMRXAmneal Pharmaceuticals$24,148,261$265,261 ▲1.1%2,881,6541.5%MedicalACLSAxcelis Technologies$23,863,504$21,082,133 ▲758.0%480,4411.5%Computer and TechnologyPRVAPrivia Health Group$16,837,500$1,944,237 ▲13.1%750,0001.1%MedicalWBAWalgreens Boots Alliance$16,755,000$16,755,000 ▲New Holding1,500,0001.1%Retail/WholesaleTEVATeva Pharmaceutical Industries$16,138,5000.0%1,050,0001.0%MedicalNXTNextracker$15,170,400$15,170,400 ▲New Holding360,0001.0%EnergyDHCDiversified Healthcare Trust$15,000,0000.0%6,250,0001.0%FinanceBRBSBlue Ridge Bankshares$14,072,462$161,553 ▼-1.1%4,316,7060.9%FinanceCCOICogent Communications$11,648,900$11,648,900 ▲New Holding190,0000.7%Computer and TechnologyABUSArbutus Biopharma$8,173,1300.0%2,341,8710.5%MedicalEGBNEagle Bancorp$7,980,000$7,980,000 ▲New Holding380,0000.5%FinanceBV FINL INC$7,324,8000.0%480,0000.5%COM NEWRHRH$7,032,300$7,032,300 ▲New Holding30,0000.4%Consumer StaplesFB BANCORP INC$6,808,922$2,304,922 ▲51.2%604,7000.4%COMHBNCHorizon Bancorp$4,524,000$4,524,000 ▲New Holding300,0000.3%FinanceMODVModivCare$132,2590.0%100,5770.0%MedicalCIVICivitas Resources$0$17,430,600 ▼-100.0%00.0%EnergyCHRDChord Energy$0$16,368,800 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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