13F HOLDINGS REPORT
Whitebark Investors LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000941
Total Value
$215.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOOSEHEAD INS INC | GSHD | 516,008 | $55.3M | 25.64% |
| 2 | DOORDASH INC | DASH | 252,067 | $42.3M | 19.59% |
| 3 | FLUTTER ENTMT PLC | G3643J108 | 156,834 | $40.5M | 18.78% |
| 4 | MICROSOFT CORP | MSFT | 76,219 | $32.1M | 14.89% |
| 5 | GLOBAL E ONLINE LTD | GLBE | 312,173 | $17.0M | 7.89% |
| 6 | BLEND LABS INC | BLND | 2,587,799 | $10.9M | 5.05% |
| 7 | COUPANG INC | CPNG | 320,344 | $7.0M | 3.26% |
| 8 | HILTON WORLDWIDE HLDGS INC | HLT | 26,462 | $6.5M | 3.03% |
| 9 | MOODYS CORP | MCO | 8,527 | $4.0M | 1.87% |