Whitebark Investors LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$166.0M
Holdings
9
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLUTFLUTTER ENTMT PLC | 134,766 | $29.0M | 17.46% | |
| 2 | CPNGCOUPANG INC | 1,050,996 | $24.8M | 14.94% | |
| 3 | MSFTMICROSOFT CORP | 50,859 | $24.6M | 14.82% | |
| 4 | GLBEGLOBAL E ONLINE LTD | 595,432 | $23.4M | 14.10% | |
| 5 | GSHDGOOSEHEAD INS INC | 269,322 | $19.8M | 11.95% | |
| 6 | GOGROCERY OUTLET HLDG CORP | 1,619,274 | $16.4M | 9.85% | |
| 7 | BLNDBLEND LABS INC | 5,069,258 | $15.4M | 9.28% | |
| 8 | KLARKLARNA GROUP PLC | 267,378 | $7.7M | 4.66% | |
| 9 | SHENSHENANDOAH TELECOMMUNICATION | 423,063 | $4.9M | 2.95% |