The Analysis of Whitebark Investors LP's Holdings & P&L

Currently, Whitebark Investors LP holds 9 types of securities in its portfolio with a total value $125.1M. In the most recent quarter, they have increased their positions in KLAR (+423.0K shares, valued at $5.5M), SHEN (+303.4K shares, valued at $4.7M), BLND (+1.3M shares, valued at $2.2M).

1M P&L

-7.7M-6.47%

3M P&L

-12.3M-9.87%

HY P&L

-53.4M-32.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail48.2M

29.0%

2Software - Infrastructure32.3M

19.5%

3Gambling29.0M

17.5%

Top Industries by Stock Count

1Internet Retail2 stocks

22.2%

2Software - Infrastructure2 stocks

22.2%

3Software - Application1 stocks

11.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CPNG COUPANG INC1.1M shares1.80%2026-03-312026-05-15

MSFT MICROSOFT CORP50.9K shares0.00%2026-03-312026-05-15

GLBE GLOBAL E ONLINE LTD595.4K shares0.00%2026-03-312026-05-15

FLUT FLUTTER ENTMT PLC134.8K shares0.00%2026-03-312026-05-15

GSHD GOOSEHEAD INS INC269.3K shares0.00%2026-03-312026-05-15

GO GROCERY OUTLET HLDG CORP1.6M shares0.00%2026-03-312026-05-15

SHEN SHENANDOAH TELECOMMUNICATION726.4K shares71.71%2026-03-312026-05-15

BLND BLEND LABS INC6.3M shares25.14%2026-03-312026-05-15

Sponsored

KLAR KLARNA GROUP PLC690.4K shares158.20%2026-03-312026-05-15

CPNG

COUPANG INC

1.80%

Shares1.1M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.00%

Shares50.9K

Event2026-03-31

Filed2026-05-15

GLBE

GLOBAL E ONLINE LTD

0.00%

Shares595.4K

Event2026-03-31

Filed2026-05-15

FLUT

FLUTTER ENTMT PLC

0.00%

Shares134.8K

Event2026-03-31

Filed2026-05-15

GSHD

GOOSEHEAD INS INC

0.00%

Shares269.3K

Event2026-03-31

Filed2026-05-15

GROCERY OUTLET HLDG CORP

0.00%

Shares1.6M

Event2026-03-31

Filed2026-05-15

SHEN

SHENANDOAH TELECOMMUNICATION

71.71%

Shares726.4K

Event2026-03-31

Filed2026-05-15

BLND

BLEND LABS INC

25.14%

Shares6.3M

Event2026-03-31

Filed2026-05-15

KLAR

KLARNA GROUP PLC

158.20%

Shares690.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available