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Whitebark Investors LP

Location
Incline Village, NV
Portfolio Value
Micro $52,308,125
Diversification
Diversified
Filing Date
Global Rank
#5,222 / 8,586 ▼ 468
Top Industry
Internet Retail 30.8%
3Y Alpha vs SPY
-46.7%
Period ended 3 months ago
Filed May 15, 2026 · 32d
6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
-35.4%
SPY
+25.8%
Annualised alpha
-46.7%
Max drawdown
−43.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
16.2%
−1.3 pts
Top 5
66.1%
−7.2 pts
Top 10
100.0%
0.0 pts
HHI
1,198
Dec 2024 → Mar 2026 · range 1,198 – 1,824
Diversified−104

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Consumer Cyclical 41.8% $52,308,125
Technology 23.7% $29,610,420
Financial Services 16.4% $20,526,166
Consumer Defensive 9.1% $11,415,881
Communication Services 9.0% $11,201,781

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
3 positions · $52,308,125 total · Consumer Cyclical only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History