Blacksheep Fund Management 13F filings and top holdings and stakes

Blacksheep Fund Management as of Sept. 30, 2025

Portfolio Holdings for Blacksheep Fund Management

Blacksheep Fund Management holds 4 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
TransDigm Group Incorporated (TDG)	43.0	$50M	38k	1318.02
Liberty Media Corp Del Com Lbty One S C (FWONK)	31.3	$37M	352k	104.45
Tucows Com New (TCX)	17.3	$20M	1.1M	18.55
Liberty Media Corp Del Com Lbty One S A (FWONA)	8.4	$9.9M	104k	95.22

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