13F HOLDINGS REPORT
Whitebark Investors LP
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001172661-25-001683
Total Value
$190.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOOSEHEAD INS INC | GSHD | 339,008 | $40.0M | 20.99% |
| 2 | FLUTTER ENTMT PLC | G3643J108 | 157,434 | $34.9M | 18.29% |
| 3 | MICROSOFT CORP | MSFT | 72,139 | $27.1M | 14.20% |
| 4 | DOORDASH INC | DASH | 138,274 | $25.3M | 13.25% |
| 5 | TELEPHONE & DATA SYS INC | TDS-PV | 585,945 | $22.7M | 11.90% |
| 6 | BLEND LABS INC | BLND | 4,639,274 | $15.5M | 8.15% |
| 7 | COUPANG INC | CPNG | 619,344 | $13.6M | 7.12% |
| 8 | GROCERY OUTLET HLDG CORP | GO | 650,000 | $9.1M | 4.77% |
| 9 | GLOBAL E ONLINE LTD | GLBE | 70,500 | $2.5M | 1.32% |