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CIK: 0002042091
Total reported value
$129.5M
$129.5M
9 檔
115.8%
As reported in its official Q1 2025 Form 13F filing, Whitebark Investors LP's tracked investment portfolio stood at $129.5M with 9 total positions.
During Q1 2025, 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 | 20.99% | +0.90% | -34.30% | |
| 2 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 18.29% | -0.35% | +0.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 14.20% | -2.98% | -5.35% | |
| 4 | DASH | Doordash Inc - A | Stock-Consumer Disc | 13.25% | — | -45.14% | |
| 5 | TDS | Telephone And Data Systems | Stock-Comm Services | 11.90% | — | — | |
| 6 | BLND | Blend Labs Inc-a | Stock-Other | 8.15% | -0.24% | +79.27% | |
| 7 | CPNG | Coupang Inc | Stock-Consumer Disc | 7.12% | -1.69% | +93.34% | |
| 8 | GO | Grocery Outlet Holding CORP | Stock-Other | 4.77% | +3.35% | — | |
| 9 | GLBE | Global-E Online Ltd. | Stock-Other | 1.32% | +1.28% | -77.42% |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GSHD, FLUT, MSFT) accounted for 115.8% of total reported equity market value during Q1 2025.
During Q1 2025, Whitebark Investors LP's top holdings by market value included GSHD (21.0%)、FLUT (18.3%)、MSFT (14.2%). The largest single position, GSHD, represented 21.0% of total portfolio value.
In Q1 2025, 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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