Blackbarn Capital Partners LP - Q42025 Holdings

Blackbarn Capital Partners LP holds 16 stocks with a total portfolio value of $ 1.52B as of Q42025. In Q42025, Blackbarn Capital Partners LP added 1 new position, increased stakes in 10 stocks, reduced 5 holdings, and fully exited 5 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 67.27% of the total portfolio.