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Blacksheep Fund Management Ltd

Q2 2025 · Filed 2025-08-13
Market Value
$31M
+16.7%
Holdings
2
-1
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TCX 68.55% 68.51% +0.04% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
0JUJ.L 31.45% 31.49% -0.04% $10M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $10M 31.5%
Micro Cap 1 $22M 68.5%

Portfolio Analytics

Avg Market Cap
$10.4B
Median Market Cap
$10.4B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.79
# Stocks
2
# ETFs / Funds
0

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TCX 68.55% 1,091,985 $22M $19.71 $3M
2 0JUJ.L 31.45% 104,010 $10M $94.96 $1M
View SEC EDGAR Filings for Blacksheep Fund Management Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms