Blacksheep Fund Management LTD - Q42025 Holdings

Blacksheep Fund Management LTD holds 8 stocks with a total portfolio value of $ 245.96M as of Q42025. In Q42025, Blacksheep Fund Management LTD added 4 new positions, increased stakes in 1 stock, reduced 0 holdings, and fully exited 0 positions. The largest holding is Transdigm Group Inc (TDG), representing 31.61% of the total portfolio.