13F Portfolios

BlackBarn Capital Partners LP: MCGRAW HILL INC (MH): Quarterly 13F Position History

As of Q1 2026, BlackBarn Capital Partners LP reported 2,088,492 shares of MCGRAW HILL INC (MH), worth $28.6M and representing 8.6% of its 13F equity book. Quarter-over-quarter share count change: + 688,492 (+49.2%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 2,088,492 +688,492 +49.2% $28.6M 8.6% $13.7
Q4 2025 1,400,000 +549,243 +64.6% $23.1M 8.3% $16.5
Q3 2025 850,757 $10.7M 3.5% $12.6

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 MH position in 13F-HR filings?

BlackBarn Capital Partners LP first reported MCGRAW HILL INC (MH) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

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

Between Q4 2025 and Q1 2026, BlackBarn Capital Partners LP added 688,492 shares of MH (+49.2%), bringing the total reported position to 2,088,492 shares at a market value of $28.6M.

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

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.