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Whitebark Investors LP
Whitebark Investors LP is a Delaware limited partnership investment adviser founded in February 2024 and headquartered in Reno, Nevada. The firm is relatively small, with approximately 5 employees, and provides investment management services primarily to pooled investment vehicles and institutional clients. Whitebark Investors focuses on actively managing portfolios through public equity investments and engages predominantly with sophisticated investors seeking specialized active management strategies.
Investment Strategy
Whitebark Investors LP employs an active, research-driven strategy focused on U.S. and global public equities. The firm’s approach is to concentrate capital in high-conviction positions while maintaining flexibility to rotate among sectors and themes based on changing market conditions, macroeconomic factors, and company-specific events. Their portfolio frequently includes growth and technology stocks, with regular turnover reflecting fundamental and opportunistic tactical allocations. Whitebark's strategy emphasizes rigorous fundamental analysis, risk management, and capital preservation, targeting superior risk-adjusted returns for institutional clients.
Latest 13F Filing Activity
Whitebark Investors LP filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $207M. The fund increased holdings in Coupang Inc., Flutter Entmt PLC, Microsoft Corp. among other positions. Whitebark Investors LP reduced exposure to Doordash Inc., Goosehead Ins Inc., Grocery Outlet HLDG Corp. among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLUT | FLUTTER ENTMT PLC | 20.34% | $42.1M | 147,434 | $258.31 | $285.76 | +$7.3M |
G GSHD | GOOSEHEAD INS INC | 17.27% | $35.8M | 339,008 | $107.22 | $105.51 | -$4.3M |
M MSFT | MICROSOFT CORP | 15.89% | $32.9M | 66,139 | $421.50 | $497.41 | +$5.8M |
C CPNG | COUPANG INC | 12.56% | $26.0M | 868,344 | $24.25 | $29.96 | +$12.4M |
T TDS | TELEPHONE & DATA SYS INC | 12.53% | $25.9M | 729,194 | $38.12 | $35.58 | +$3.2M |
Industry Allocation
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