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Whitebark Investors Lp 13F Filings, Portfolio & Analysis

CIK: 0002042091
Incline Village 893 Tahoe Boulevard Suite 1350
Zip Code: 89451
Latest Portfolio Value
$129.47 M
+3.52%
Total Holdings
10
1
Latest Report Date
Q2 2026
Top 10 Concentration
100.00%

Whitebark Investors Lp — Portfolio Overview & Company Profile

Whitebark Investors Lp (CIK: 0002042091) is a financial institution headquartered at 893 Tahoe Boulevard, Suite 1350, Incline Village, Nevada 89451. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $129.47 M, comprising 10 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 100.0%. Quarterly turnover: 3.3%. ▲ 1 new, +1 added, −2 reduced, ×0 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+3.52%
$129.47 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
595,432 $20.68 M 15.97%
1.08 M $18.73 M 14.46% ▲ 8,123 Add 0.8%
1.62 M $16.16 M 12.48%
41,893 $15.63 M 12.07% ▼ 8,966 Reduce -17.6%
690,366 $13.97 M 10.79%
134,766 $13.77 M 10.64%
269,322 $13.06 M 10.09%
6.34 M $10.85 M 8.38%
8,595 $4.1 M 3.17% ▲ 8,595 New Buy
167,153 $2.52 M 1.95% ▼ 559,292 Reduce -77.0%

Historical Portfolio Charts