Filed: 2/17/2026ACC: 0001172661-26-000873
📋 What this filing means
WHITEBARK INVESTORS LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $166.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$166.00M
Total AUM (reported)
9.48M
Total Shares
Allocation by class
SHS$60.12M36.2%
COM$45.84M27.6%
CL A$40.20M24.2%
COM CL A$19.84M11.9%
Portfolio Concentration
Top 3$78.37M47.2%
4–10$87.63M52.8%
Top 3 weight
47.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.48M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings9
Rows:
FLUTTER ENTMT PLC
SOLEShares134.77K
TypeSH
Market value$28.98M
17.46%
Sole
0.00
Shared
0.00
None
134.77K
COUPANG INC
SOLEShares1.05M
TypeSH
Market value$24.79M
14.94%
Sole
0.00
Shared
0.00
None
1.05M
MICROSOFT CORP
SOLEShares50.86K
TypeSH
Market value$24.60M
14.82%
Sole
0.00
Shared
0.00
None
50.86K
GLOBAL E ONLINE LTD
SOLEShares595.43K
TypeSH
Market value$23.41M
14.10%
Sole
0.00
Shared
0.00
None
595.43K
GOOSEHEAD INS INC
SOLEShares269.32K
TypeSH
Market value$19.84M
11.95%
Sole
0.00
Shared
0.00
None
269.32K
GROCERY OUTLET HLDG CORP
SOLEShares1.62M
TypeSH
Market value$16.35M
9.85%
Sole
0.00
Shared
0.00
None
1.62M
BLEND LABS INC
SOLEShares5.07M
TypeSH
Market value$15.41M
9.28%
Sole
0.00
Shared
0.00
None
5.07M
KLARNA GROUP PLC
SOLEShares267.38K
TypeSH
Market value$7.73M
4.66%
Sole
0.00
Shared
0.00
None
267.38K
SHENANDOAH TELECOMMUNICATION
SOLEShares423.06K
TypeSH
Market value$4.89M
2.95%
Sole
0.00
Shared
0.00
None
423.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLUTTER ENTMT PLCSOLE | SHS | 134.77K | SH | $28.98M 17.46% | 0.00 | 0.00 | 134.77K |
COUPANG INCSOLE | CL A | 1.05M | SH | $24.79M 14.94% | 0.00 | 0.00 | 1.05M |
MICROSOFT CORPSOLE | COM | 50.86K | SH | $24.60M 14.82% | 0.00 | 0.00 | 50.86K |
GLOBAL E ONLINE LTDSOLE | SHS | 595.43K | SH | $23.41M 14.10% | 0.00 | 0.00 | 595.43K |
GOOSEHEAD INS INCSOLE | COM CL A | 269.32K | SH | $19.84M 11.95% | 0.00 | 0.00 | 269.32K |
GROCERY OUTLET HLDG CORPSOLE | COM | 1.62M | SH | $16.35M 9.85% | 0.00 | 0.00 | 1.62M |
BLEND LABS INCSOLE | CL A | 5.07M | SH | $15.41M 9.28% | 0.00 | 0.00 | 5.07M |
KLARNA GROUP PLCSOLE | SHS | 267.38K | SH | $7.73M 4.66% | 0.00 | 0.00 | 267.38K |
SHENANDOAH TELECOMMUNICATIONSOLE | COM | 423.06K | SH | $4.89M 2.95% | 0.00 | 0.00 | 423.06K |