BlackBarn Capital Builds Warby Parker Stake as the Direct-to-Consumer Eyewear Leader Expands Nationwide

2026-03-04 23:42:41 ET

According to a recent SEC filing dated February 17, 2026, BlackBarn Capital Partners LP bought an additional two million shares of Warby Parker (NYSE:WRBY) , bringing its total position to three million shares. The estimated transaction value was $43.52 million, calculated using the average closing price during the fourth quarter of 2025. The quarter-end value of the stake increased by $37.79 million, reflecting both share accumulation and price changes.

BlackBarn Capital’s Warby Parker position increased, now accounting for 4.3% of its 13F reportable assets under management.

Top five holdings after this filing:

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