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Whitebark Investors LP

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13F filer, CIK 2042091, Incline Village, NV

Whitebark Investors LP reported $129,468,770 across 10 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003549

Period
2026-06-30
Reported value
$129M
Holdings
10
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMnew+8,595$4.1M
CPNGadded+8,123$141K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHENreduced-559,292-$8.43M
MSFTreduced-8,966-$3.34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003549, largest first. % of portfolio is the value over $129,468,770, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 312,173 shares; 2025Q1: 70,500 shares; 2025Q2: 223,100 shares; 2025Q3: 450,100 shares; 2025Q4: 595,432 shares; 2026Q1: 595,432 shares; 2026Q2: 595,432 shares 595,432$20.7M15.97%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 320,344 shares; 2025Q1: 619,344 shares; 2025Q2: 868,344 shares; 2025Q3: 922,431 shares; 2025Q4: 1,050,996 shares; 2026Q1: 1,069,897 shares; 2026Q2: 1,078,020 shares 1,078,020$18.7M14.46%+8,123Timeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 650,000 shares; 2025Q2: 650,000 shares; 2025Q3: 650,000 shares; 2025Q4: 1,619,274 shares; 2026Q1: 1,619,274 shares; 2026Q2: 1,619,274 shares 1,619,274$16.2M12.48%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,219 shares; 2025Q1: 72,139 shares; 2025Q2: 66,139 shares; 2025Q3: 66,139 shares; 2025Q4: 50,859 shares; 2026Q1: 50,859 shares; 2026Q2: 41,893 shares 41,893$15.6M12.07%-8,966Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares; 2025Q4: 267,378 shares; 2026Q1: 690,366 shares; 2026Q2: 690,366 shares 690,366$14M10.79%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 156,834 shares; 2025Q1: 157,434 shares; 2025Q2: 147,434 shares; 2025Q3: 139,834 shares; 2025Q4: 134,766 shares; 2026Q1: 134,766 shares; 2026Q2: 134,766 shares 134,766$13.8M10.64%0Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 516,008 shares; 2025Q1: 339,008 shares; 2025Q2: 339,008 shares; 2025Q3: 339,008 shares; 2025Q4: 269,322 shares; 2026Q1: 269,322 shares; 2026Q2: 269,322 shares 269,322$13.1M10.09%0Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,587,799 shares; 2025Q1: 4,639,274 shares; 2025Q2: 4,853,883 shares; 2025Q3: 5,566,198 shares; 2025Q4: 5,069,258 shares; 2026Q1: 6,343,497 shares; 2026Q2: 6,343,497 shares 6,343,497$10.8M8.38%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,595 shares 8,595$4.1M3.17%newTimeline
SHENSHENANDOAH TELECOMMUNICATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 423,063 shares; 2026Q1: 726,445 shares; 2026Q2: 167,153 shares 167,153$2.52M1.95%-559,292Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003549 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-003549 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001172661-26-002045 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001172661-26-000873 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001172661-25-004992 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR/A 0001172661-25-003358 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001172661-25-002645 Quarter ended 2025-06-302025-07-18acceptance time not in the bulk data set
13F-HR 0001172661-25-001683 Quarter ended 2025-03-312025-05-12acceptance time not in the bulk data set
13F-HR 0001172661-25-000941 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set