Whitebark Investors LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Whitebark Investors LP disclosed 9 US equity positions worth $215.8m in its Q4 2024 13F filing. The largest position was GSHD at 25.6% of the reported book, followed by DASH and FLUTTER ENTMT PLC.
What did Whitebark Investors LP own in Q4 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GSHD GOOSEHEAD INS INC | 25.6% | $55.3m | 516,008 | – | ||
| 2 | DASH DOORDASH INC | Consumer Cyclical | 19.6% | $42.3m | 252,067 | – | |
| 3 | FLUTTER ENTMT PLC | 18.8% | $40.5m | 156,834 | – | ||
| 4 | MSFT MICROSOFT CORP | Technology | 14.9% | $32.1m | 76,219 | – | |
| 5 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 7.9% | $17.0m | 312,173 | – | |
| 6 | BLND BLEND LABS INC | 5.0% | $10.9m | 2,587,799 | – | ||
| 7 | CPNG COUPANG INC | Consumer Cyclical | 3.3% | $7.0m | 320,344 | – | |
| 8 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 3.0% | $6.5m | 26,462 | – | |
| 9 | MCO MOODYS CORP | Financial Services | 1.9% | $4.0m | 8,527 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.