BlackBarn Capital Partners LP
Annual return '25
+30.6%
SPY '25
+17.7%
Alpha
+12.9ptsvs SPY
Invested
$1.2B
Holdings
20
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Increased +19.1% (695 → 828 shares)
42.2%
02
$EWZ
ISHARES INC
Held since at least Q1 2024
16.3%
03
$RMD
RESMED INC
Held since at least Q1 2024
7.3%
04
$ROIV
ROIVANT SCIENCES LTD
Held since at least Q1 2024
5.1%
05
$AAL
AMERICAN AIRLINES GROUP INC
Held since at least Q1 2024
3.5%
06
$VECO
VEECO INSTRS INC DEL
Held since at least Q1 2024
2.7%
07
$PRVA
PRIVIA HEALTH GROUP INC
Held since at least Q1 2024
2.6%
08
$DHC
DIVERSIFIED HEALTHCARE TR
Held since at least Q1 2024
2.6%
09
$NEE
NEXTERA ENERGY INC
Q4 2025: New position (4.0k shares)
2.5%
10
$MH
MCGRAW HILL INC
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.