Whitebark Investors LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Whitebark Investors LP disclosed 9 US equity positions worth $125.1m in its Q1 2026 13F filing. The largest position was CPNG at 16.2% of the reported book, followed by MSFT and GLBE.
What did Whitebark Investors LP own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CPNG COUPANG INC | Consumer Cyclical | 16.2% | $20.2m | 1,069,897 | – | |
| 2 | MSFT MICROSOFT CORP | Technology | 15.1% | $18.8m | 50,859 | – | |
| 3 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 14.7% | $18.4m | 595,432 | – | |
| 4 | FLUTTER ENTMT PLC | 11.0% | $13.7m | 134,766 | – | ||
| 5 | GSHD GOOSEHEAD INS INC | Financial Services | 9.2% | $11.5m | 269,322 | – | |
| 6 | GO GROCERY OUTLET HLDG CORP | Consumer Defensive | 9.1% | $11.4m | 1,619,274 | – | |
| 7 | SHEN SHENANDOAH TELECOMMUNICATION | Communication Services | 9.0% | $11.2m | 726,445 | – | |
| 8 | BLND BLEND LABS INC | Technology | 8.6% | $10.8m | 6,343,497 | – | |
| 9 | KLAR KLARNA GROUP PLC | Financial Services | 7.2% | $9.0m | 690,366 | – |
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.