Blacksheep Fund Management Ltd Portfolio Stock Holdings
Blacksheep Fund Management Ltd disclosed 8 stock positions valued at approximately $247.2 million in its latest SEC 13F filing. The largest holdings include TRANSDIGM GROUP INC, MICROSOFT CORP, and MASTERCARD INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $247.2M
Holdings by Sector
Blacksheep Fund Management Ltd Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TRANSDIGM GROUP INC | TDG | Industrials | 21.45% | 45,754 | -12,710 | -21.74% | $53,027,056 |
| MICROSOFT CORP | MSFT | Technology | 19.49% | 130,140 | +45,860 | +54.41% | $48,173,924 |
| MASTERCARD INCORPORATED | MA | Financial Services | 17.72% | 87,650 | +43,330 | +97.77% | $43,795,199 |
| VISA INC | V | Financial Services | 12.31% | 100,710 | +52,460 | +108.73% | $30,438,590 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 12.10% | 351,706 | - | - | $29,902,044 |
| TUCOWS INC | TCX | Technology | 7.58% | 1,091,985 | - | - | $18,738,463 |
| GRINDR INC | GRND | Technology | 6.07% | 1,241,080 | - | - | $15,004,657 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 3.29% | 104,010 | - | - | $8,121,101 |