Black Barn Capital Partners LP Portfolio Holdings by Sector
Black Barn Capital Partners LP
- $1.35 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY 1 stocks |
$832,724
61.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD WRBY 2 stocks |
$219,191
16.26% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
2
Puts
|
|
Biotechnology | Healthcare
ROIV VKTX ABUS 3 stocks |
$88,422
6.56% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
AMRX TEVA ELAN 3 stocks |
$57,221
4.25% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
1
Puts
|
|
Healthcare Plans | Healthcare
OSCR MOH 2 stocks |
$41,841
3.1% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
|
Health Information Services | Healthcare
PRVA 1 stocks |
$27,150
2.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
DHC 1 stocks |
$27,121
2.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$20,382
1.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ACLS 1 stocks |
$19,528
1.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CCOI 1 stocks |
$14,381
1.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|