BlackBarn Capital Partners LP: UNITEDHEALTH GROUP INC (UNH): Quarterly 13F Position History
As of Q2 2026, BlackBarn Capital Partners LP reported 65,000 shares of UNITEDHEALTH GROUP INC (UNH), worth $27.0M and representing 6.7% of its 13F equity book. Quarter-over-quarter share count change: + 65,000 (re-initiated) . The position first appeared in Q4 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 65,000Shares Held (Latest Filing)
- $27.0MReported Market Value (Latest Filing)
- 6.7%Portfolio Weight (% of 13F Equity Book)
- +65,000Quarter-over-Quarter Share Change
- +$27.0MQuarter-over-Quarter Value Change
- 66,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 65,000 | +65,000 | – | $27.0M | 6.7% | $415.6 |
| Q1 2026 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 66,000 | -100.0% | $0 | 0.0% | – |
| Q1 2025 | 66,000 | +6,000 | +10.0% | $34.6M | 11.8% | $523.8 |
| Q4 2024 | 60,000 | +34,300 | +133.5% | $30.4M | 11.9% | $505.9 |
| Q3 2024 | 25,700 | 6,300 | -19.7% | $15.0M | 6.5% | $584.7 |
| Q2 2024 | 32,000 | +2,000 | +6.7% | $16.3M | 8.4% | $509.3 |
| Q1 2024 | 30,000 | +3,700 | +14.1% | $14.8M | 8.6% | $494.7 |
| Q4 2023 | 26,300 | – | – | $13.8M | 9.1% | $526.5 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did BlackBarn Capital Partners LP first disclose a UNH position in 13F-HR filings?
BlackBarn Capital Partners LP first reported UNITEDHEALTH GROUP INC (UNH) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was BlackBarn Capital Partners LP's most recent quarter-over-quarter share-count change in UNH?
Between Q1 2026 and Q2 2026, BlackBarn Capital Partners LP added 65,000 shares of UNH (re-initiated), bringing the total reported position to 65,000 shares at a market value of $27.0M.
Does the implied price-per-share represent BlackBarn Capital Partners LP's cost basis in UNH?
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.