13F Portfolios

BlackBarn Capital Partners LP: NIQ GLOBAL INTELLIGENCE PLC (NIQ): Quarterly 13F Position History

As of Q1 2026, BlackBarn Capital Partners LP reported 2,074,761 shares of NIQ GLOBAL INTELLIGENCE PLC (NIQ), worth $23.6M and representing 7.1% of its 13F equity book. Quarter-over-quarter share count change: + 274,761 (+15.3%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: BlackBarn Capital Partners LP first reported NIQ on the Q4 2025 filing — fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 2,074,761 +274,761 +15.3% $23.6M 7.1% $11.4
Q4 2025 1,800,000 $29.7M 10.6% $16.5

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 NIQ position in 13F-HR filings?

BlackBarn Capital Partners LP first reported NIQ GLOBAL INTELLIGENCE PLC (NIQ) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.

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

Between Q4 2025 and Q1 2026, BlackBarn Capital Partners LP added 274,761 shares of NIQ (+15.3%), bringing the total reported position to 2,074,761 shares at a market value of $23.6M.

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

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.