13F HOLDINGS REPORT
Blacksheep Fund Management Ltd
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001172661-23-000688
Total Value
$427.8M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 3,215,754 | $149.3M | 34.89% |
| 2 | ALPHABET INC | GOOG | 771,110 | $68.0M | 15.90% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 140 | $65.6M | 15.34% |
| 4 | MICROSOFT CORP | MSFT | 249,520 | $59.8M | 13.99% |
| 5 | ADOBE SYSTEMS INCORPORATED | ADBE | 137,100 | $46.1M | 10.78% |
| 6 | TUCOWS INC | TCX | 1,147,251 | $38.9M | 9.10% |