13F HOLDINGS REPORT (Amended)
Whitebark Investors LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003358
Total Value
$207.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 147,434 | $42.1M | 20.34% |
| 2 | GOOSEHEAD INS INC | GSHD | 339,008 | $35.8M | 17.27% |
| 3 | MICROSOFT CORP | MSFT | 66,139 | $32.9M | 15.89% |
| 4 | COUPANG INC | CPNG | 868,344 | $26.0M | 12.56% |
| 5 | TELEPHONE & DATA SYS INC | TDS-PV | 729,194 | $25.9M | 12.53% |
| 6 | BLEND LABS INC | BLND | 4,853,883 | $16.0M | 7.73% |
| 7 | DOORDASH INC | DASH | 51,774 | $12.8M | 6.16% |
| 8 | GROCERY OUTLET HLDG CORP | GO | 650,000 | $8.1M | 3.90% |
| 9 | GLOBAL E ONLINE LTD | GLBE | 223,100 | $7.5M | 3.61% |