Whitebark Investors Lp Top Holdings and 13F Report (2025) About Whitebark Investors LpInvestment ActivityWhitebark Investors Lp has $190.68 million in total holdings as of March 31, 2025.Whitebark Investors Lp owns shares of 9 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 23.78% of the portfolio was purchased this quarter.About 32.73% of the portfolio was sold this quarter.This quarter, Whitebark Investors Lp has purchased 9 new stocks and bought additional shares in 3 stocks.Whitebark Investors Lp sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Goosehead Insurance $40,023,284FLUTTER ENTMT PLC $34,879,503Microsoft $27,080,259DOORDASH INC $25,272,339Telephone and Data Systems $22,699,509 Largest New Holdings this Quarter 879433829 - Telephone and Data Systems $22,699,509 Holding39874R101 - Grocery Outlet $9,087,000 Holding Largest Purchases this Quarter Telephone and Data Systems 585,945 shares (about $22.70M)Grocery Outlet 650,000 shares (about $9.09M)Blend Labs 2,051,475 shares (about $6.87M)Coupang 299,000 shares (about $6.56M)FLUTTER ENTMT PLC 600 shares (about $132.93K) Largest Sales this Quarter Goosehead Insurance 177,000 shares (about $20.90M)DOORDASH INC 113,793 shares (about $20.80M)Global-E Online 241,673 shares (about $8.62M)Microsoft 4,080 shares (about $1.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhitebark Investors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSHDGoosehead Insurance$40,023,284$20,896,620 ▼-34.3%339,00821.0%FinanceFLUTTER ENTMT PLC$34,879,503$132,930 ▲0.4%157,43418.3%SHSMSFTMicrosoft$27,080,259$1,531,591 ▼-5.4%72,13914.2%Computer and TechnologyDOORDASH INC$25,272,339$20,797,947 ▼-45.1%138,27413.3%CL ATDSTelephone and Data Systems$22,699,509$22,699,509 ▲New Holding585,94511.9%UtilitiesBLNDBlend Labs$15,541,568$6,872,441 ▲79.3%4,639,2748.2%Computer and TechnologyCPNGCoupang$13,582,214$6,557,070 ▲93.3%619,3447.1%Retail/WholesaleGOGrocery Outlet$9,087,000$9,087,000 ▲New Holding650,0004.8%Consumer StaplesGLBEGlobal-E Online$2,513,325$8,615,642 ▼-77.4%70,5001.3%Retail/WholesaleHLTHilton Worldwide$0$6,540,348 ▼-100.0%00.0%Consumer DiscretionaryMCOMoody's$0$4,036,426 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
