Whitebark Investors as of Sept. 30, 2025
Portfolio Holdings for Whitebark Investors
Whitebark Investors holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flutter Entmt SHS (FLUT) | 16.9 | $36M | 140k | 254.00 | |
| Microsoft Corporation (MSFT) | 16.3 | $34M | 66k | 517.95 | |
| Coupang Cl A (CPNG) | 14.1 | $30M | 922k | 32.20 | |
| Telephone & Data Sys Com New (TDS) | 13.6 | $29M | 729k | 39.24 | |
| Goosehead Ins Com Cl A (GSHD) | 12.0 | $25M | 339k | 74.42 | |
| Blend Labs Cl A (BLND) | 9.7 | $20M | 5.6M | 3.65 | |
| Global E Online SHS (GLBE) | 7.7 | $16M | 450k | 35.76 | |
| Grocery Outlet Hldg Corp (GO) | 5.0 | $10M | 650k | 16.05 | |
| Thermo Fisher Scientific (TMO) | 3.6 | $7.7M | 16k | 485.02 | |
| Klarna Group SHS | 1.0 | $2.2M | 60k | 36.65 |
