Whitebark Investors Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$125.1M
Q ending 2026-03-31
Prior quarter
$166.0M
Q ending 2025-12-31
Change
-24.7% QoQ · -34.4% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Coupang Inc | CPNG | Shares | $20.2M | 1.1M |
| Microsoft Corp | MSFT | Shares | $18.8M | 51K |
| Global E Online Ltd | Shares | $18.4M | 595K | |
| Flutter Entmt Plc | Shares | $13.7M | 135K | |
| Goosehead Ins Inc | GSHD | Shares | $11.5M | 269K |
| Grocery Outlet Hldg Corp | GO | Shares | $11.4M | 1.6M |
| Shenandoah Telecommunication | SHEN | Shares | $11.2M | 726K |
| Blend Labs Inc | BLND | Shares | $10.8M | 6.3M |
| Klarna Group Plc | Shares | $9.0M | 690K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.