Whitebark Investors LP

CIK 0002042091 · Q1 2026

13F Equity AUM

$125.1M

-24.7% QoQ

Positions

0 QoQ

AUM Rank

#9,216

Top 74%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 66.1%Top 10: 100.0%Top 20: 100.0%

CPNG16.1%

MSFT15.1%

GLBE14.7%

FLUTTER ENTMT PLC11.0%

GSHD9.2%

GO9.1%

SHEN9.0%

BLND8.6%

KLAR7.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Consumer Cyclical41.8%

Technology30.9%

Financial Services9.2%

Consumer Defensive9.1%

Communication Services9.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 9Median: 9.19%Avg: 11.11%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

9(100.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 9Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.2%

MORGAN STANLEY

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.2%

STATE STREET CORP

0.2%

BANK OF AMERICA CORP /DE/

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

FMR LLC

0.2%

JPMORGAN CHASE & CO

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased4Decreased0Exited0

Increased

BLND8.6%

+1.3M(+25%)

KLAR7.2%

+423K(+158%)

SHEN9.0%

+303K(+72%)

CPNG16.1%

+19K(+2%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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