13F HOLDINGS REPORT
Whitebark Investors LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004992
Total Value
$210.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 139,834 | $35.5M | 16.91% |
| 2 | MICROSOFT CORP | MSFT | 66,139 | $34.3M | 16.31% |
| 3 | COUPANG INC | CPNG | 922,431 | $29.7M | 14.14% |
| 4 | TELEPHONE & DATA SYS INC | TDS-PV | 729,194 | $28.6M | 13.62% |
| 5 | GOOSEHEAD INS INC | GSHD | 339,008 | $25.2M | 12.01% |
| 6 | BLEND LABS INC | BLND | 5,566,198 | $20.3M | 9.67% |
| 7 | GLOBAL E ONLINE LTD | GLBE | 450,100 | $16.1M | 7.66% |
| 8 | GROCERY OUTLET HLDG CORP | GO | 650,000 | $10.4M | 4.97% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 15,800 | $7.7M | 3.65% |
| 10 | KLARNA GROUP PLC | KLAR | 60,000 | $2.2M | 1.05% |