Whitebark Investors LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Whitebark Investors LP disclosed 9 US equity positions worth $207.1m in its Q2 2025 13F filing. The largest position was FLUTTER ENTMT PLC at 20.3% of the reported book, followed by GSHD and MSFT. Against the Q1 2025 filing, it opened 0 new positions, added to 4 and reduced 3 among the top 9 holdings.
What did Whitebark Investors LP own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | 20.3% | $42.1m | 147,434 | -6% | reduced | |
| 2 | GSHD GOOSEHEAD INS INC | 17.3% | $35.8m | 339,008 | 0% | held | |
| 3 | MSFT MICROSOFT CORP | Technology | 15.9% | $32.9m | 66,139 | -8% | reduced |
| 4 | CPNG COUPANG INC | Consumer Cyclical | 12.6% | $26.0m | 868,344 | 40% | added |
| 5 | TDS TELEPHONE & DATA SYS INC | Communication Services | 12.5% | $25.9m | 729,194 | 24% | added |
| 6 | BLND BLEND LABS INC | 7.7% | $16.0m | 4,853,883 | 5% | added | |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 6.2% | $12.8m | 51,774 | -63% | reduced |
| 8 | GO GROCERY OUTLET HLDG CORP | Consumer Defensive | 3.9% | $8.1m | 650,000 | 0% | held |
| 9 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 3.6% | $7.5m | 223,100 | 216% | added |
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.