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CIK: 0002042091
Total reported value
$129.5M
$129.5M
9 檔
144.7%
According to the latest 13F quarterly dataset, Whitebark Investors LP managed an equity portfolio of $129.5M at the end of Q4 2024, spanning 9 distinct U.S. exchange-listed positions.
During Q4 2024, Whitebark Investors LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSHD | Goosehead Insurance Inc -a | Stock-Other | 25.64% | +0.90% | — | |
| 2 | DASH | Doordash Inc - A | Stock-Consumer Disc | 19.59% | — | — | |
| 3 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 18.78% | -0.35% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 14.89% | -2.98% | — | |
| 5 | GLBE | Global-E Online Ltd. | Stock-Other | 7.89% | +1.28% | — | |
| 6 | BLND | Blend Labs Inc-a | Stock-Other | 5.05% | -0.24% | — | |
| 7 | CPNG | Coupang Inc | Stock-Consumer Disc | 3.26% | -1.69% | — | |
| 8 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 3.03% | — | — | |
| 9 | MCO | Moody's CORP | Stock-Financials | 1.87% | — | — |
According to official SEC Form 13F filings, Whitebark Investors LP reported a total U.S. public equity portfolio value of $129.5M across 9 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GSHD, DASH, FLUT) accounted for 144.7% of total reported equity market value during Q4 2024.
During Q4 2024, Whitebark Investors LP's top holdings by market value included GSHD (25.6%)、DASH (19.6%)、FLUT (18.8%). The largest single position, GSHD, represented 25.6% of total portfolio value.
In Q4 2024, Whitebark Investors LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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