Whitebark Investors Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Whitebark Investors Lp disclosed 10 stock positions valued at approximately $129.47M as of quarter-end June 30, 2026. The largest holdings include GLOBAL E ONLINE LTD, COUPANG INC, and GROCERY OUTLET HLDG CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $129.47M
Holdings by Sector
Whitebark Investors Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GLOBAL E ONLINE LTD | GLBE | Consumer Cyclical | 15.97% | 595,432 | - | - | $20,679,353 |
| COUPANG INC | CPNG | Consumer Cyclical | 14.46% | 1,078,020 | +8,123 | +0.76% | $18,725,207 |
| GROCERY OUTLET HLDG CORP | GO | Consumer Defensive | 12.48% | 1,619,274 | - | - | $16,160,355 |
| MICROSOFT CORP | MSFT | Technology | 12.07% | 41,893 | -8,966 | -17.63% | $15,626,927 |
| KLARNA GROUP PLC | KLAR | Financial Services | 10.79% | 690,366 | - | - | $13,973,008 |
| FLUTTER ENTMT PLC | FLUT | Consumer Cyclical | 10.64% | 134,766 | - | - | $13,769,042 |
| GOOSEHEAD INS INC | GSHD | Financial Services | 10.09% | 269,322 | - | - | $13,062,117 |
| BLEND LABS INC | BLND | Technology | 8.38% | 6,343,497 | - | - | $10,847,380 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.17% | 8,595 | +8,595 | +100.00% | $4,104,714 |
| SHENANDOAH TELECOMMUNICATION | SHEN | Communication Services | 1.95% | 167,153 | -559,292 | -76.99% | $2,520,667 |
Showing 10 of 10 holdings in the latest reporting period.