Jeremy Edelstein
Blackbarn Capital Partners Lp
Assets Managed
$1.243B
Holdings
20
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-18.25%(2Q avg: -4.7%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Blackbarn Capital Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.
Assets under management
The assets under management (AUM) of Blackbarn Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.243B in assets, with a quarterly growth rate of -18.25% and a 2-quarter average growth rate of -4.7%. The portfolio is managed by Jeremy Edelstein, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPY Spdr S&p 500 Etf Trust
| 41.86% | $520.272M↓ Put 800,000 shares@ $650.34 avg price | Decreased -46.66% |
EWZ Ishares Msci Brazil Etf
| 16.22% | $201.548M↓ Put 5.25M shares@ $38.39 avg price | New Position |
RMD Resmed Inc
| 7.23% | $89.792M↓ Put 400,000 shares@ $224.48 avg price | |
ROIV Roivant Sciences Ltd
| 5.1% | $63.298M 2.285M shares@ $27.71 avg price | Decreased -25.91% |
AAL American Airlines Group Inc
| 3.46% | $42.96M↓ Put 4M shares@ $10.74 avg price | New Position |
VECO Veeco Instruments Inc
| 2.73% | $33.86M 1M shares@ $33.86 avg price | New Position |
PRVA Privia Health Group Inc
| 2.63% | $32.603M 1.585M shares@ $20.57 avg price | Increased 21.93% |
DHC Diversified Healthcare Trust
| 2.58% | $31.954M 4.812M shares@ $6.64 avg price | Decreased -26.3% |
NEE Nextera Energy Inc
| 2.51% | $31.115M 335,000 shares@ $92.88 avg price | |
MH Mcgraw Hill Inc
| 2.31% | $28.612M 2.088M shares@ $13.7 avg price | Increased 49.18% |
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