Blacksheep Fund Management LTD - Q12026 Holdings

Blacksheep Fund Management LTD holds 8 stocks with a total portfolio value of $ 247.2M as of Q12026. In Q12026, Blacksheep Fund Management LTD added 0 new positions, increased stakes in 3 stocks, reduced 1 holding, and fully exited 0 positions. The largest holding is Transdigm Group Inc (TDG), representing 21.45% of the total portfolio.