Black Barn Capital Partners LP Portfolio Holdings

Black Barn Capital Partners LP

  • $1.35 Billion
  • Q3 2025

Black Barn Capital Partners LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roivant Sciences Ltd. with a value of $66.6M, Privia Health Group, Inc. with a value of $27.2M, Diversified Healthcare Trust with a value of $27.1M, Amneal Pharmaceuticals, Inc. with a value of $21.9M, and Nextera Energy Inc with a value of $20.4M.

Examining the 13F form we can see an decrease of $369M in the current position value, from $1.72B to 1.35B.

Black Barn Capital Partners LP is based out at New York, NY

Below you can find more details about Black Barn Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $1.35 Billion
ETFs: $833 Million
Healthcare: $434 Million
Real Estate: $27.1 Million
Utilities: $20.4 Million
Technology: $19.5 Million
Communication Services: $14.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.3B
$66.6 Million 4.94% of portfolio
4,400,000
Q3 2025 Reduced 4.86%
$2.61B
$27.2 Million 2.01% of portfolio
1,090,382
Q3 2025 Added 45.38%
$1.11B
$27.1 Million 2.01% of portfolio
6,150,000
Q3 2025 Reduced 1.6%
$1.76B
$21.9 Million 1.63% of portfolio
2,189,452
Q3 2025 Reduced 36.47%
$168B
$20.4 Million 1.51% of portfolio
270,000
Q3 2025 Added 8.0%
$28.2B
$20.2 Million 1.5% of portfolio
1,000,000
Q3 2025 Reduced 4.76%
$2.69B
$19.5 Million 1.45% of portfolio
200,000
Q3 2025 Reduced 44.44%
$8.03B
$18.2 Million 1.35% of portfolio
95,000
Q3 2025 Added 26.67%
$843M
$14.4 Million 1.07% of portfolio
375,000
Q3 2025 Added 56.25%
$3.05B
$12.8 Million 0.95% of portfolio
500,000
Q3 2025 Added 42.86%
$678M
$9.08 Million 0.67% of portfolio
2,000,000
Q3 2025 Reduced 23.18%
Nextracker Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 12.9%
Fb Bancorp Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.31%
Bv Finl Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 39.28%
Mcgraw Hill Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $1.35 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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