Blacksheep Fund Management Ltd - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Blacksheep Fund Management Ltd held in its portfolio 8 assets valued at $245,960,503 (i.e. $245.96M).

The most valuable assets in the portfolio included: TRANSDIGM GROUP INC ($77.75M), MICROSOFT CORP ($40.76M), and LIBERTY MEDIA CORP DEL ($34.65M).

The chart below shows the top 8 valuable assets, and the table below shows the top 8 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Blacksheep Fund Management Ltd Portfolio

TRANSDIGM GROUP INC

MICROSOFT CORP

LIBERTY MEDIA CORP DEL

MASTERCARD INCORPORATED

TUCOWS INC

VISA INC

GRINDR INC

LIBERTY MEDIA CORP DEL

Blacksheep Fund Management Ltd - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TRANSDIGM GROUP INC	58464	77748350	COM
MICROSOFT CORP	84280	40759494	COM
LIBERTY MEDIA CORP DEL	351706	34646558	COM LBTY ONE S C
MASTERCARD INCORPORATED	44320	25301402	CL A
TUCOWS INC	1091985	24482304	COM NEW
VISA INC	48250	16921758	COM CL A
GRINDR INC	1241080	16804223	COM
LIBERTY MEDIA CORP DEL	104010	9296414	COM LBTY ONE S A