Whitebark Investors Lp Portfolio Stock Holdings

Whitebark Investors Lp disclosed 9 stock positions valued at approximately $125.1 million in its latest SEC 13F filing. The largest holdings include COUPANG INC, MICROSOFT CORP, and FLUTTER ENTMT PLC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
9
Portfolio Value
$125.1M
Holdings by Sector
Whitebark Investors Lp Portfolio Holdings in Q1 2026

7 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
COUPANG INCCPNGConsumer Cyclical16.15%1,069,897+18,901+1.80%$20,199,655
MICROSOFT CORPMSFTTechnology15.05%50,859--$18,826,476
FLUTTER ENTMT PLCFLUTOther10.99%134,766--$13,739,394
GOOSEHEAD INS INCGSHDFinancial Services9.19%269,322--$11,489,277
GROCERY OUTLET HLDG CORPGOConsumer Defensive9.13%1,619,274--$11,415,882
SHENANDOAH TELECOMMUNICATIONSHENCommunication Services8.96%726,445+303,382+71.71%$11,201,782
BLEND LABS INCBLNDTechnology8.62%6,343,497+1,274,239+25.14%$10,783,945