13F HOLDINGS REPORT
Whitebark Investors LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000873
Total Value
$166.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 134,766 | $29.0M | 17.46% |
| 2 | COUPANG INC | CPNG | 1,050,996 | $24.8M | 14.94% |
| 3 | MICROSOFT CORP | MSFT | 50,859 | $24.6M | 14.82% |
| 4 | GLOBAL E ONLINE LTD | GLBE | 595,432 | $23.4M | 14.10% |
| 5 | GOOSEHEAD INS INC | GSHD | 269,322 | $19.8M | 11.95% |
| 6 | GROCERY OUTLET HLDG CORP | GO | 1,619,274 | $16.4M | 9.85% |
| 7 | BLEND LABS INC | BLND | 5,069,258 | $15.4M | 9.28% |
| 8 | KLARNA GROUP PLC | KLAR | 267,378 | $7.7M | 4.66% |
| 9 | SHENANDOAH TELECOMMUNICATION | SHEN | 423,063 | $4.9M | 2.95% |