Investor
Blacksheep Fund Management Ltd
CIK 0001800249 · filed 2026-05-13 · SEC filing
13F book
$247.2M
Positions
8
Largest name
21.5%
Transdigm Group Inc · TDG
Est. mark
−$36.3M
Price effect on 8 names still held. Flow $37.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Transdigm Group Inc | TDG | 45.8K | $53M | 21.5% | −$7.82M | Cut−$24.7M |
| Microsoft Corp | MSFT | 130.1K | $48.2M | 19.5% | −$9.56M | Added$7.41M |
| Mastercard Inc | MA | 87.7K | $43.8M | 17.7% | −$3.16M | Added$18.5M |
| Visa Inc. | V | 100.7K | $30.4M | 12.3% | −$2.34M | Added$13.5M |
| Liberty Media Corp Del | — | 351.7K | $29.9M | 12.1% | −$4.74M | Held |
| Tucows Inc | — | 1.09M | $18.7M | 7.6% | −$5.74M | Held |
| Grindr Inc. | GRND | 1.24M | $15M | 6.1% | −$1.8M | Held |
| Liberty Media Corp Del | — | 104K | $8.12M | 3.3% | −$1.18M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.