BlackBarn Capital Partners LP

Hedge Fund • Multi-Strategy

BlackBarn Capital Partners LP is a Multi-Strategy Hedge Fund based in New York, NY led by Jeremy Jason Edelstein, reporting $1.1B in AUM as of Q3 2025 with 55% Healthcare concentration, 89% concentrated in top 10 holdings, and 23% allocation to ROIV.

CFOJeremy Jason Edelstein

Portfolio Value: $286.2M
Positions: 14
Top Holding: ROIV at 23.26%
Last Reported: Q3 2025

Address250 W 55th Street, 25th Floor, New York, NY, 10019, United States

Top Holdings

Largest long holdings in BlackBarn Capital Partners LP's portfolio (88.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Roivant Sciences ROIV	Biotechnology Healthcare	$66.6M	23.26%	-$3.4M Sold	0.64% 4.4M shares	Q4 2023 Held for 1y 11m
2 Privia Health Group, Inc. PRVA	Medical - Healthcare Information Services Healthcare	$27.2M	9.49%	+$8.5M Bought	0.89% 1.1M shares	Q4 2023 Held for 1y 11m
3 DHC Diversified Healthcare Trust DHC	Unknown Unknown	$27.1M	9.48%	+$27.1M New	— 6.2M shares	Q3 2025 Held for 2 months
4 Nextpower Inc. NXT	Solar Energy	$25.9M	9.05%	+$3.0M Bought	0.24% 350.0K shares	Q1 2025 Held for 8 months
5 Amneal Pharmaceuticals, Inc. AMRX	Drug Manufacturers - Specialty & Generic Healthcare	$21.9M	7.66%	-$12.6M Sold	0.70% 2.2M shares	Q1 2024 Held for 1y 8m
6 Nextra Energy NEE	Regulated Electric Utilities	$20.4M	7.12%	+$1.5M Bought	0.01% 270.0K shares	Q2 2025 Held for 5 months
7 Axcelis Technologies ACLS	Semiconductors Technology	$19.5M	6.82%	-$15.6M Sold	0.64% 200.0K shares	Q4 2024 Held for 11 months
8 Molina Healthcare MOH	Medical - Healthcare Plans Healthcare	$18.2M	6.35%	+$3.8M Bought	0.18% 95.0K shares	Q4 2023 Held for 1y 11m
9 Cogent Communications Holdings CCOI	Telecommunications Services Communication Services	$14.4M	5.02%	+$5.2M Bought	0.76% 375.0K shares	Q1 2025 Held for 8 months
10 Viking Therapeutics VKTX	Biotechnology Healthcare	$13.1M	4.59%	+$3.9M Bought	0.44% 500.0K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BlackBarn Capital Partners LP's latest filing

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Market Value

$286.2M

Prior: $261.8M

Q/Q Change

+9.33%

+$24.4M

Net Flows % of MV

-4.67%

Turnover Ratio

24.59%

New Purchases

2 stocks

$37.8M

Added To

6 stocks

+$25.9M

Sold Out Of

6 stocks

$39.7M

Reduced Holdings

6 stocks

-$37.8M

Increased Positions

Position	Shares Δ	Change
1 DHC Diversified Healthcare Trust DHC	New	0 → 6.2M +$27.1M
2 McGraw Hill, Inc. MH	New	0 → 850.8K +$10.7M
3 Cogent Communications Holdings CCOI	+56.25%	240.0K → 375.0K +$5.2M
4 Privia Health Group, Inc. PRVA	+45.38%	750.0K → 1.1M +$8.5M
5 Viking Therapeutics VKTX	+42.86%	350.0K → 500.0K +$3.9M

Decreased Positions

Position	Shares Δ	Change
1 Intel INTC	Sold	550.0K → 0 −$12.3M
2 Eagle Bancorp EGBN	Sold	532.2K → 0 −$10.4M
3 Blue Ridge Bankshares BRBS	Sold	2.4M → 0 −$8.5M
4 Horizon Bancorp HBNC	Sold	300.0K → 0 −$4.6M
5 Pros Holdings PRO	Sold	227.4K → 0 −$3.6M