Whitebark Investors LP Portfolio Holdings by Sector

Whitebark Investors LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CPNG GLBE 2 stocks	$45.8 Million 26.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$34.3 Million 19.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TDS 1 stocks	$28.6 Million 16.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services GSHD 1 stocks	$25.2 Million 14.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND 1 stocks	$20.3 Million 11.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$10.4 Million 6.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$7.66 Million 4.45% of portfolio	1	-	1	-	0 Calls 0 Puts

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