Whitebark Investors LP
CIK: 0002042091Latest portfolio: $166.0M · Q4 2025
Holdings
9
Total Value
$166.0M
New Positions
1
Closed Positions
2
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | FLUTFLUTTER ENTMT PLC | 134,766 | $29.0M | 17.46% | -5,068 | |
| 2 | CPNGCOUPANG INC | 1,050,996 | $24.8M | 14.94% | +129K | |
| 3 | MSFTMICROSOFT CORP | 50,859 | $24.6M | 14.82% | -15,280 | |
| 4 | GLBEGLOBAL E ONLINE LTD | 595,432 | $23.4M | 14.10% | +145K | |
| 5 | GSHDGOOSEHEAD INS INC | 269,322 | $19.8M | 11.95% | -69,686 | |
| 6 | GOGROCERY OUTLET HLDG CORP | 1,619,274 | $16.4M | 9.85% | +969K | |
| 7 | BLNDBLEND LABS INC | 5,069,258 | $15.4M | 9.28% | -496,940 | |
| 8 | KLARKLARNA GROUP PLC | 267,378 | $7.7M | 4.66% | +207K | |
| 9 | SHENSHENANDOAH TELECOMMUNICATION | 423,063 | $4.9M | 2.95% | NEW |
Quarterly Changes
Sector Breakdown
Consumer Cyclical0.0% ($289802.5T)
Technology0.0% ($24596.2T)
Financial Services0.0% ($19.8M)
Consumer Defensive0.0% ($16.4M)
Communication Services0.0% ($4.9M)
Filing History
Fund Information
Whitebark Investors LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $166.0M across 9 holdings. The largest position is FLUTTER ENTMT PLC (FLUT), representing 17.5% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.