12 is the total number of securities Blacksheep Fund Management Ltd has owned. The longest Blacksheep Fund Management Ltd has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| KKR | KKR & CO INC | 16 | 16 | 15.83% | 26.77% | 47.17% | Q4 2019 | Q3 2023 | 16 |
| TCX | TUCOWS INC | 16 | 16 | 5.36% | 10.00% | 14.52% | Q4 2019 | Q3 2023 | 16 |
| GOOGL | ALPHABET INC | 14 | 14 | 13.46% | 19.73% | 28.64% | Q4 2019 | Q1 2023 | 14 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 10 | 10 | 11.56% | 17.55% | 25.25% | Q2 2020 | Q3 2022 | 10 |
| AMZN | AMAZON COM INC | 9 | 9 | 8.09% | 12.19% | 19.48% | Q4 2019 | Q4 2021 | 9 |
| MSFT | MICROSOFT CORP | 6 | 6 | 13.99% | 18.54% | 23.28% | Q2 2022 | Q3 2023 | 6 |
| GDDY | GODADDY INC | 5 | 5 | 15.04% | 22.31% | 28.24% | Q3 2020 | Q3 2021 | 5 |
| BRKA | BERKSHIRE HATHAWAY INC... | 5 | 5 | 4.08% | 18.81% | 29.64% | Q3 2022 | Q3 2023 | 5 |
| NFLX | NETFLIX INC | 5 | 5 | 3.52% | 10.58% | 14.06% | Q1 2021 | Q1 2022 | 5 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 3 | 7.57% | 9.71% | 10.78% | Q2 2022 | Q4 2022 | 3 |
| CARG | CARGURUS INC | 2 | 2 | 14.70% | 19.08% | 23.46% | Q4 2019 | Q1 2020 | 2 |
| LBTYK | LIBERTY GLOBAL PLC | 2 | 2 | 6.44% | 6.58% | 6.71% | Q2 2020 | Q3 2020 | 2 |
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The securities at the top of the list , including KKR & CO INC, TUCOWS INC, and ALPHABET INC, are the highest-conviction holdings of Blacksheep Fund Management Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by Blacksheep Fund Management Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Blacksheep Fund Management Ltd owns currently or has owned in the past.