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Whitebark Investors LP

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13F filer, CIK 2042091, Incline Village, NV

Whitebark Investors LP reported $125,062,379 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002045

Period
2026-03-31
Reported value
$125M
Holdings
9
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KLARadded+422,988$5.54M
SHENadded+303,382$4.68M
BLNDadded+1,274,239$2.17M
CPNGadded+18,901$357K

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

None.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002045, largest first. % of portfolio is the value over $125,062,379, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,069,897$20.2M16.15%+18,901Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 50,859$18.8M15.05%0Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 595,432$18.4M14.69%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 134,766$13.7M10.99%0Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 269,322$11.5M9.19%0Timeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,619,274$11.4M9.13%0Timeline
SHENSHENANDOAH TELECOMMUNICATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 423,063 shares; 2026Q1: 726,445 shares 726,445$11.2M8.96%+303,382Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,343,497$10.8M8.62%+1,274,239Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares; 2025Q4: 267,378 shares; 2026Q1: 690,366 shares 690,366$9.04M7.23%+422,988Timeline

How Q1 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 0001172661-26-002045 base2026-05-15acceptance time not in the bulk data set