Blacksheep Fund Management Ltd: 13F holdings
CIK 18002492026Q2
| Positions | 7 |
|---|
| Reported value | $309.6m |
|---|
| Filed | 2026-08-25 |
|---|
Change since last quarter
| Positions | 7 (-1 vs prior quarter) |
|---|
| Reported value | $309.6m (+25.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MA MASTERCARD INCORPORATED | 153,430 | $78.8m | 25.5% |
| V VISA INC | 186,550 | $64.0m | 20.7% |
| TDG TRANSDIGM GROUP INC | 45,754 | $60.9m | 19.7% |
| MSFT MICROSOFT CORP | 130,140 | $48.5m | 15.7% |
| FWONK LIBERTY MEDIA CORP DEL | 351,706 | $33.5m | 10.8% |
| TCX TUCOWS INC | 1,091,985 | $14.7m | 4.8% |
| FWONA LIBERTY MEDIA CORP DEL | 104,010 | $9.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800249")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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