13F HOLDINGS REPORT
Whitebark Investors LP
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001172661-25-002645
Total Value
$158.6M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 147,434 | $42.1M | 26.57% |
| 2 | MICROSOFT CORP | MSFT | 66,139 | $32.9M | 20.75% |
| 3 | COUPANG INC | CPNG | 868,344 | $26.0M | 16.41% |
| 4 | TELEPHONE & DATA SYS INC | TDS-PV | 729,194 | $25.9M | 16.36% |
| 5 | BLEND LABS INC | BLND | 4,853,883 | $16.0M | 10.10% |
| 6 | GROCERY OUTLET HLDG CORP | GO | 650,000 | $8.1M | 5.09% |
| 7 | GLOBAL E ONLINE LTD | GLBE | 223,100 | $7.5M | 4.72% |