Blackbarn Capital Partners LP - Q12026 Holdings

Blackbarn Capital Partners LP holds 20 stocks with a total portfolio value of $ 1.24B as of Q12026. In Q12026, Blackbarn Capital Partners LP added 7 new positions, increased stakes in 7 stocks, reduced 4 holdings, and fully exited 3 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 41.86% of the total portfolio.