13F Portfolios

BlackBarn Capital Partners LP: AMNEAL PHARMACEUTICALS INC (AMRX): Quarterly 13F Position History

As of Q1 2026, BlackBarn Capital Partners LP reported 1,650,000 shares of AMNEAL PHARMACEUTICALS INC (AMRX), worth $20.5M and representing 6.2% of its 13F equity book. Quarter-over-quarter share count change: + 80,000 (+5.1%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,650,000 +80,000 +5.1% $20.5M 6.2% $12.4
Q4 2025 1,570,000 619,452 -28.3% $19.8M 7.1% $12.6
Q3 2025 2,189,452 1,257,118 -36.5% $21.9M 7.2% $10.0
Q2 2025 3,446,570 +564,916 +19.6% $27.9M 9.2% $8.1
Q1 2025 2,881,654 +31,654 +1.1% $24.1M 8.2% $8.4
Q4 2024 2,850,000 +438,388 +18.2% $22.6M 8.9% $7.9
Q3 2024 2,411,612 +411,612 +20.6% $20.1M 8.7% $8.3
Q2 2024 2,000,000 +586,703 +41.5% $12.7M 6.5% $6.3
Q1 2024 1,413,297 $8.6M 5.0% $6.1

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did BlackBarn Capital Partners LP first disclose a AMRX position in 13F-HR filings?

BlackBarn Capital Partners LP first reported AMNEAL PHARMACEUTICALS INC (AMRX) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.

What was BlackBarn Capital Partners LP's most recent quarter-over-quarter share-count change in AMRX?

Between Q4 2025 and Q1 2026, BlackBarn Capital Partners LP added 80,000 shares of AMRX (+5.1%), bringing the total reported position to 1,650,000 shares at a market value of $20.5M.

Does the implied price-per-share represent BlackBarn Capital Partners LP's cost basis in AMRX?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.