Q1 2026 · 13F-HR
Whitebark Investors LPholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002045
$125.1M
Reported value
9
Positions
2026-03-31
Period end
The Brief · Whitebark Investors LP · Q1 2026
AI · grounded in 13F
Whitebark Investors LP increased its position in Klarna Group PLC by 158.2%. The fund also accumulated shares of SHEN by 71.7% and BLND by 25.1%. Additionally, the fund added four new positions to its portfolio, which now consists of nine holdings with a total AUM of $125.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 22266T109 | CPNG | COUPANG INC | $20.2M | 16.2% | 1,069,897 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $18.8M | 15.1% | 50,859 | Common | NONE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $18.4M | 14.7% | 595,432 | Common | NONE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $13.7M | 11.0% | 134,766 | Common | NONE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $11.5M | 9.19% | 269,322 | Common | NONE |
| 39874R101 | GO | GROCERY OUTLET HLDG CORP | $11.4M | 9.13% | 1,619,274 | Common | NONE |
| 82312B106 | SHEN | SHENANDOAH TELECOMMUNICATION | $11.2M | 8.96% | 726,445 | Common | NONE |
| 09352U108 | BLND | BLEND LABS INC | $10.8M | 8.62% | 6,343,497 | Common | NONE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $9.0M | 7.23% | 690,366 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.