BFM
Blacksheep Fund Management Portfolio holdings
AUM
$117M
1-Year Est. Return
13%
1 Year Est. Return
+13%
AUM
$117M
AUM Growth
+$45.8M
(+64%)
Holding
4
Sector Composition
| 1 | Industrials | 42.95% |
| 2 | Communication Services | 39.77% |
| 3 | Technology | 17.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TransDigm Group
TDG
$76.6B
| $50.4M | 42.95% |
+38,220
|
|
||
2
Liberty Media Series C
FWONK
$23.3B
| $36.7M | 31.32% |
351,706
-31,350
|
|
||
3
Tucows
TCX
$245M
| $20.3M | 17.28% |
1,091,985
|
|
||
4
Liberty Media Series A
FWONA
$21.4B
| $9.9M | 8.44% |
104,010
|
|