Whitebark Investors LP

CIK 2042091 · View on SEC EDGAR ↗

Portfolio value
$129.5M
#7,837 of 9,443 by 13F value · top 83.0%
Positions
10
As of
June 30, 2026

Portfolio value QoQ: +3.5% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
8.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.34% Est. buys $4,245,811 · sells $11,778,620

Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held

New positions
1
Increased
1
Decreased
2
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-26.8%
S&P 500 total return (same window)
+28.1%
Excess return
-54.9%

Annualized: -18.8% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Retail
42.9%
Technology
23.6%
Financial Services
10.8%
Consumer Discretionary
10.6%
Financials
10.1%
Telecommunication
1.9%

Full portfolio 10 positions

Type Streak 8Q trend
GLBE Global-E Online Ltd. - ordinary shares $20,679,353 15.97% 595,432 $2,310,276
CPNG Coupang, Inc. Class A Common Stock $18,725,207 14.46% 1,078,020 $-1,474,448 Up ×6
GO Grocery Outlet Holding Corp. - Common Stock $16,160,355 12.48% 1,619,274 $4,744,473
MSFT Microsoft Corporation - Common Stock $15,626,927 12.07% 41,893 $-3,199,549 Down ×1
KLAR Klarna Group plc Ordinary Shares $13,973,008 10.79% 690,366 $4,936,117
FLUT Flutter Entertainment plc Ordinary Shares $13,769,042 10.64% 134,766 $29,648
GSHD Goosehead Insurance, Inc. - Class A Common Stock $13,062,117 10.09% 269,322 $1,572,840
BLND Blend Labs, Inc. Class A Common Stock $10,847,380 8.38% 6,343,497 $63,435
TSM Taiwan Semiconductor Manufacturing Company Ltd. $4,104,714 3.17% 8,595 Up ×1
SHEN Shenandoah Telecommunications Co - Common Stock $2,520,667 1.95% 167,153 $-8,681,115 Down ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
CPNG $18,725,207 14.46% up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
TSM $4,104,714 8,595 3.17%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SHEN Trimmed -559K -$8.7M
KLAR Price move only +0 +$4.9M
GO Price move only +0 +$4.7M
MSFT Trimmed -9K -$3.2M
GLBE Price move only +0 +$2.3M
GSHD Price move only +0 +$1.6M
CPNG Bought more +8K -$1.5M
BLND Price move only +0 +$63K
FLUT Price move only +0 +$30K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
TDS Dec. 31, 2025 729,194 $28,613,573 -14.5%
DASH Sept. 30, 2025 51,774 $12,762,809 -19.3%
TMO Dec. 31, 2025 15,800 $7,663,316 7.1%
HLT March 31, 2025 26,462 $6,540,348 45.3%
MCO March 31, 2025 8,527 $4,036,426 7.3%