Whitebark Investors LP 13F Holdings

CIK 0002042091

As of Sep 30, 2025, Whitebark Investors LP reported 10 positions worth $210.0M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical139,834$35.5M16.91%
MICROSOFT CORPMSFTTechnology66,139$34.3M16.31%
COUPANG INCCPNGConsumer Cyclical922,431$29.7M14.14%
TELEPHONE & DATA SYSTEMS INCTDSCommunication Services729,194$28.6M13.62%
GOOSEHEAD INSURANCE INCGSHDFinancial Services339,008$25.2M12.01%
BLEND LABS INCBLNDTechnology5,566,198$20.3M9.67%
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical450,100 6.1M7.66%
GROCERY OUTLET HOLDING CORPGOConsumer Defensive650,000 0.4M4.97%
THERMO FISHER SCIENTIFIC INCTMOHealthcare15,800$7.7M3.65%
KLARNA GROUP PLCKLARTechnology60,000$2.2M1.05%