13F Portfolios

BlackBarn Capital Partners LP: DIVERSIFIED HEALTHCARE TR (DHC): Quarterly 13F Position History

As of Q1 2026, BlackBarn Capital Partners LP reported 4,812,413 shares of DIVERSIFIED HEALTHCARE TR (DHC), worth $32.0M and representing 9.6% of its 13F equity book. Quarter-over-quarter share count change: 1,717,727 (-26.3%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 4,812,413 1,717,727 -26.3% $32.0M 9.6% $6.6
Q4 2025 6,530,140 +380,140 +6.2% $31.7M 11.4% $4.8
Q3 2025 6,150,000 100,000 -1.6% $27.1M 8.9% $4.4
Q2 2025 6,250,000 0 $22.4M 7.4% $3.6
Q1 2025 6,250,000 0 $15.0M 5.1% $2.4
Q4 2024 6,250,000 +1,841,503 +41.8% $14.4M 5.7% $2.3
Q3 2024 4,408,497 +408,497 +10.2% $18.5M 8.0% $4.2
Q2 2024 4,000,000 +2,250,000 +128.6% $12.2M 6.3% $3.0
Q1 2024 1,750,000 +550,000 +45.8% $4.3M 2.5% $2.5
Q4 2023 1,200,000 $4.5M 3.0% $3.7

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 DHC position in 13F-HR filings?

BlackBarn Capital Partners LP first reported DIVERSIFIED HEALTHCARE TR (DHC) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.

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

Between Q4 2025 and Q1 2026, BlackBarn Capital Partners LP reduced its DHC position by 1,717,727 shares (-26.3%), leaving 4,812,413 shares at a market value of $32.0M.

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

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.