BFM

Blacksheep Fund Management Portfolio holdings

AUM $71.4M
1-Year Est. Return 49.33%
This Quarter Est. Return
1 Year Est. Return
+49.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.4M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.59M
3
+$3.18M

Top Sells

1
+$10.4M

Sector Composition

1 Communication Services 69.97%
2 Technology 30.03%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FWONK icon
1
Liberty Media Series C
FWONK
$24.8B
$34.5M 56.17%
383,056
+119,760
TCX icon
2
Tucows
TCX
$201M
$18.4M 30.03%
1,091,985
+188,360
FWONA icon
3
Liberty Media Series A
FWONA
$22.9B
$8.47M 13.8%
104,010
+44,090
BN icon
4
Brookfield
BN
$101B
– –
-181,615