Filed: 5/15/2026ACC: 0001172661-26-002045
📋 What this filing means
WHITEBARK INVESTORS LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $125.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$125.06M
Total AUM (reported)
11.50M
Total Shares
Allocation by class
COM$41.44M33.1%
SHS$41.15M32.9%
CL A$30.98M24.8%
COM CL A$11.49M9.2%
Portfolio Concentration
Top 3$57.40M45.9%
4–10$67.67M54.1%
Top 3 weight
45.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.50M
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
11.50M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings9
Rows:
COUPANG INC
SOLEShares1.07M
TypeSH
Market value$20.20M
16.15%
Sole
0.00
Shared
0.00
None
1.07M
MICROSOFT CORP
SOLEShares50.86K
TypeSH
Market value$18.83M
15.05%
Sole
0.00
Shared
0.00
None
50.86K
GLOBAL E ONLINE LTD
SOLEShares595.43K
TypeSH
Market value$18.37M
14.69%
Sole
0.00
Shared
0.00
None
595.43K
FLUTTER ENTMT PLC
SOLEShares134.77K
TypeSH
Market value$13.74M
10.99%
Sole
0.00
Shared
0.00
None
134.77K
GOOSEHEAD INS INC
SOLEShares269.32K
TypeSH
Market value$11.49M
9.19%
Sole
0.00
Shared
0.00
None
269.32K
GROCERY OUTLET HLDG CORP
SOLEShares1.62M
TypeSH
Market value$11.42M
9.13%
Sole
0.00
Shared
0.00
None
1.62M
SHENANDOAH TELECOMMUNICATION
SOLEShares726.45K
TypeSH
Market value$11.20M
8.96%
Sole
0.00
Shared
0.00
None
726.45K
BLEND LABS INC
SOLEShares6.34M
TypeSH
Market value$10.78M
8.62%
Sole
0.00
Shared
0.00
None
6.34M
KLARNA GROUP PLC
SOLEShares690.37K
TypeSH
Market value$9.04M
7.23%
Sole
0.00
Shared
0.00
None
690.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 1.07M | SH | $20.20M 16.15% | 0.00 | 0.00 | 1.07M |
MICROSOFT CORPSOLE | COM | 50.86K | SH | $18.83M 15.05% | 0.00 | 0.00 | 50.86K |
GLOBAL E ONLINE LTDSOLE | SHS | 595.43K | SH | $18.37M 14.69% | 0.00 | 0.00 | 595.43K |
FLUTTER ENTMT PLCSOLE | SHS | 134.77K | SH | $13.74M 10.99% | 0.00 | 0.00 | 134.77K |
GOOSEHEAD INS INCSOLE | COM CL A | 269.32K | SH | $11.49M 9.19% | 0.00 | 0.00 | 269.32K |
GROCERY OUTLET HLDG CORPSOLE | COM | 1.62M | SH | $11.42M 9.13% | 0.00 | 0.00 | 1.62M |
SHENANDOAH TELECOMMUNICATIONSOLE | COM | 726.45K | SH | $11.20M 8.96% | 0.00 | 0.00 | 726.45K |
BLEND LABS INCSOLE | CL A | 6.34M | SH | $10.78M 8.62% | 0.00 | 0.00 | 6.34M |
KLARNA GROUP PLCSOLE | SHS | 690.37K | SH | $9.04M 7.23% | 0.00 | 0.00 | 690.37K |