Whitebark Investors LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Whitebark Investors LP reported 9 stock positions worth $215.8 million. Its top holding was Goosehead Insurance Class A (GSHD) at 25.6% of the portfolio, followed by DoorDash Class A (DASH, 19.6%) and Flutter Entertainment PLC-Di (FLUT, 18.8%).
- Most Recent 13F
- Q2 2026
- Location
- Incline Village, NV
- CIK
- 0002042091
- Portfolio Value
- $215.8M (Q4 2024)
- SEC Filing
- 0001172661-25-000941 ↗ filed Feb 14, 2025
Holdings Value
Holdings 9 stocks · $215.8M
| GSHD Goosehead Insurance Inc. Class A | 25.64% | 516,008 | $55.3M | — |
| DASH DoorDash Inc. Class A | 19.59% | 252,067 | $42.3M | — |
| FLUT Flutter Entertainment PLC-Di | 18.78% | 156,834 | $40.5M | — |
| MSFT Microsoft Corp. | 14.89% | 76,219 | $32.1M | — |
| GLBE Global-E Online Ltd. | 7.89% | 312,173 | $17.0M | — |
| BLND Blend Labs Inc. Class A | 5.05% | 2,587,799 | $10.9M | — |
| CPNG Coupang Inc. | 3.26% | 320,344 | $7.0M | — |
| HLT Hilton Worldwide Holdings Inc. | 3.03% | 26,462 | $6.5M | — |
| MCO Moody's Corp. | 1.87% | 8,527 | $4.0M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $129.5M | GLBE, CPNG, GO, MSFT, KLAR |
| Q1 2026 | 9 | $125.1M | CPNG, MSFT, GLBE, FLUT, GSHD |
| Q4 2025 | 9 | $166.0M | FLUT, CPNG, MSFT, GLBE, GSHD |
| Q3 2025 | 10 | $210.0M | FLUT, MSFT, CPNG, TDS, GSHD |
| Q2 2025Amended | 9 | $207.1M | FLUT, GSHD, MSFT, CPNG, TDS |
| Q1 2025 | 9 | $190.7M | GSHD, FLUT, MSFT, DASH, TDS |
| Q4 2024 | 9 | $215.8M | GSHD, DASH, FLUT, MSFT, GLBE |