Blacksheep Fund Management Ltd — Q2 2023 13F-HR

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Q2 2023 · 13F-HR

Blacksheep Fund Management Ltdholdings as filed

Filed 2023-08-11 · accession 0001172661-23-002911

$314.4M

Reported value

Positions

2023-06-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
48251W104	KKR	KKR & CO INC	$128.7M	40.9%	2,297,734	Common	SOLE
084670108	BRK/A	BERKSHIRE HATHAWAY INC DEL	$93.2M	29.6%	180	Common	SOLE
594918104	MSFT	MICROSOFT CORP	$65.3M	20.8%	191,810	Common	SOLE
898697206	TCX	TUCOWS INC	$27.2M	8.66%	981,230	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.