Blacksheep Fund Management as of March 31, 2026
Portfolio Holdings for Blacksheep Fund Management
Blacksheep Fund Management holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 21.5 | $53M | 46k | 1158.96 | |
| Microsoft Corporation (MSFT) | 19.5 | $48M | 130k | 370.17 | |
| Mastercard Incorporated Cl A (MA) | 17.7 | $44M | 88k | 499.66 | |
| Visa Com Cl A (V) | 12.3 | $30M | 101k | 302.24 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 12.1 | $30M | 352k | 85.02 | |
| Tucows Com New (TCX) | 7.6 | $19M | 1.1M | 17.16 | |
| Grindr (GRND) | 6.1 | $15M | 1.2M | 12.09 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 3.3 | $8.1M | 104k | 78.08 |
