Blacksheep Fund Management LTD Portfolio Holdings

Blacksheep Fund Management LTD

$70.6 Million
Q3 2025

Blacksheep Fund Management LTD has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $70.6 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $50.4M, Tucows Inc with a value of $20.3M, Liberty Media Corp Del with a value of $0, and Liberty Media Corp Del with a value of $0.

Examining the 13F form we can see an increase of $49.1M in the current position value, from $21.5M to 70.6M.

Blacksheep Fund Management LTD is based out at Co. Dublin, L2

Below you can find more details about Blacksheep Fund Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $70.6 Million

Industrials: $50.4 Million

Technology: $20.3 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
TDG Trans Digm Group Inc Industrials	$72.7B	$50.4 Million 71.31% of portfolio	38,220	Q3 2025 New
TCX Tucows Inc Technology	$223M	$20.3 Million 28.69% of portfolio	1,091,985	Q1 2025 Added 20.84%
Liberty Media Corp Del	-	$0 0.0% of portfolio	-	Q1 2025 Added 73.58%
Liberty Media Corp Del	-	$0 0.0% of portfolio	-	Q3 2025 Reduced 8.18%

Summary

Portfolio
No. of Stocks 4
Current Value $70.6 Million
Prior Value $21.5 Million
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 1 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blacksheep Fund Management LTD, based on Form 13F filings with the SEC.

News

Stay updated on Blacksheep Fund Management LTD with notifications on news.

Account

Blacksheep Fund Management LTD Portfolio Holdings