WRBY β€” WARBY PARKER INC

Ownership history in BlackBarn Capital Partners LP  Β·  2 quarters on record

AI Ownership Summary

BlackBarn Capital Partners LP reported WARBY PARKER INC (WRBY) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 4.3% in 2025 Q4. The latest visible filing shows WRBY at 4.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WRBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlackBarn Capital Partners LP's position in WARBY PARKER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WRBY was reported at 4.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.3% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BlackBarn Capital Partners LP held WRBY β€” position size vs. price
% of Fund (quarterly)    WRBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,000,000 +2,000,000 +200.0% 4.30% $65.4M 2026-02-14 (Est.) $22.46
2025 Q3 INITIATED 1,000,000 β€” β€” 1.97% $27.6M 2025-11-14 $16.96

FAQ About BlackBarn Capital Partners LP and WRBY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BlackBarn Capital Partners LP reported owning WRBY?

BlackBarn Capital Partners LP reported WRBY across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported WRBY position in BlackBarn Capital Partners LP's portfolio?

The largest reported portfolio weight for WRBY was 4.30% in 2025 Q4.

What is the latest reported WRBY position on this page?

The most recent filing on this page is 2025 Q4, when BlackBarn Capital Partners LP reported 3,000,000 shares, equal to 4.30% of portfolio, with an estimated market value of $65.4M.

What does the chart on this WRBY ownership page compare?

The chart compares BlackBarn Capital Partners LP's quarterly WRBY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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