Blackbarn Capital Partners Lp Top Holdings and 13F Report (2026) About Blackbarn Capital Partners LpInvestment ActivityBlackbarn Capital Partners Lp has $1.19 billion in total holdings as of June 30, 2026.Blackbarn Capital Partners Lp owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 19.95% of the portfolio was purchased this quarter.About 33.64% of the portfolio was sold this quarter.This quarter, Blackbarn Capital Partners Lp has purchased 20 new stocks and bought additional shares in 4 stocks.Blackbarn Capital Partners Lp sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $597,416,000Roivant Sciences $70,780,000UnitedHealth Group $68,578,950VENTURE GLOBAL INC $52,867,500Oscar Health $49,910,000 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $68,578,950 Holding92333F101 - VENTURE GLOBAL INC $52,867,500 Holding687793109 - Oscar Health $49,910,000 Holding05501U601 - AZUL S A $15,140,850 Holding674599105 - Occidental Petroleum $12,142,500 Holding Largest Purchases this Quarter UnitedHealth Group 165,000 shares (about $68.58M)VENTURE GLOBAL INC 4,750,000 shares (about $52.87M)Oscar Health 1,750,000 shares (about $49.91M)AZUL S A 1,684,188 shares (about $15.14M)Occidental Petroleum 250,000 shares (about $12.14M) Largest Sales this Quarter ResMed 200,000 shares (about $38.98M)Warby Parker 600,000 shares (about $18.20M)Roivant Sciences 285,117 shares (about $10.09M)Diversified Healthcare Trust 737,413 shares (about $6.86M)Amneal Pharmaceuticals 350,000 shares (about $6.06M) 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$597,416,0000.0%800,00050.4%ETFROIVRoivant Sciences$70,780,000$10,090,291 â–¼-12.5%2,000,0006.0%HealthcareUNHUnitedHealth Group$68,578,950$68,578,950 â–²New Holding165,0005.8%HealthcareVENTURE GLOBAL INC$52,867,500$52,867,500 â–²New Holding4,750,0004.5%COM CL AOSCROscar Health$49,910,000$49,910,000 â–²New Holding1,750,0004.2%HealthcarePRVAPrivia Health Group$40,782,0500.0%1,585,0003.4%HealthcareRMDResMed$38,976,000$38,976,000 â–¼-50.0%200,0003.3%HealthcareDHCDiversified Healthcare Trust$37,897,500$6,857,941 â–¼-15.3%4,075,0003.2%Real EstateVKTXViking Therapeutics$33,158,500$8,915,736 â–²36.8%850,0002.8%HealthcareNEENextEra Energy$29,402,9500.0%335,0002.5%UtilitiesNIQ GLOBAL INTELLIGENCE PLC$27,151,110$7,752,094 â–²40.0%2,903,8622.3%ORDINARY SHARESNXPINXP Semiconductors$25,292,700$8,430,900 â–²50.0%90,0002.1%TechnologyMCGRAW HILL INC$23,201,500$3,423,481 â–²17.3%2,450,0002.0%COMAMRXAmneal Pharmaceuticals$22,503,000$6,058,500 â–¼-21.2%1,300,0001.9%HealthcareAZUL S A$15,140,850$15,140,850 â–²New Holding1,684,1881.3%SPONSORED ADSOXYOccidental Petroleum$12,142,500$12,142,500 â–²New Holding250,0001.0%EnergyWRBYWarby Parker$12,136,000$18,204,000 â–¼-60.0%400,0001.0%Consumer DiscretionaryABUSArbutus Biopharma$12,000,0000.0%2,500,0001.0%HealthcareCRCCalifornia Resources$9,252,250$9,252,250 â–²New Holding175,0000.8%EnergyCCOICogent Communications$3,470,000$3,470,000 â–¼-50.0%250,0000.3%Communication ServicesVIVID SEATS INC$3,260,0000.0%500,0000.3%COM CL AEWZiShares MSCI Brazil ETF$0$201,547,500 â–¼-100.0%00.0%ETFAALAmerican Airlines Group$0$42,960,000 â–¼-100.0%00.0%IndustrialsVECOVeeco Instruments$0$33,860,000 â–¼-100.0%00.0%TechnologyPALANTIR TECHNOLOGIES INC$0$25,599,000 â–¼-100.0%00.0%CL AGBTGGlobal Business Travel Group$0$11,160,000 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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