Whitebark Investors LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Whitebark Investors LP disclosed 10 US equity positions worth $129.5m in its Q2 2026 13F filing. The largest position was GLBE at 16.0% of the reported book, followed by CPNG and GO. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 2 among the top 10 holdings.
What did Whitebark Investors LP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 16.0% | $20.7m | 595,432 | 0% | held |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 14.5% | $18.7m | 1,078,020 | 1% | added |
| 3 | GO GROCERY OUTLET HLDG CORP | Consumer Defensive | 12.5% | $16.2m | 1,619,274 | 0% | held |
| 4 | MSFT MICROSOFT CORP | Technology | 12.1% | $15.6m | 41,893 | -18% | reduced |
| 5 | KLAR KLARNA GROUP PLC | Financial Services | 10.8% | $14.0m | 690,366 | 0% | held |
| 6 | FLUTTER ENTMT PLC | 10.6% | $13.8m | 134,766 | 0% | held | |
| 7 | GSHD GOOSEHEAD INS INC | Financial Services | 10.1% | $13.1m | 269,322 | 0% | held |
| 8 | BLND BLEND LABS INC | Technology | 8.4% | $10.8m | 6,343,497 | 0% | held |
| 9 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.2% | $4.1m | 8,595 | – | new |
| 10 | SHEN SHENANDOAH TELECOMMUNICATION | Communication Services | 1.9% | $2.5m | 167,153 | -77% | reduced |
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.