WIL
Whitebark Investors LP Portfolio
Invests via Whitebark Investors LP | Managed by Thomas McConnon
Invests via Whitebark Investors LP
Managed by Thomas McConnon
Automatically Tracked
Company Profile
Deploying capital into distressed credit and event-driven opportunities, Whitebark Investors LP manages a concentrated portfolio of undervalued corporate debt and special-situation equity across North America and select global credits. The firm pursues control and minority restructurings, opportunistic secondary positions, and board-level activism to unlock value for institutional investors. Investment approach blends fundamental credit analysis, active portfolio trading, and legal restructuring expertise to target asymmetric risk/reward outcomes with a multi-year holding horizon.
Deploying capital into distressed credit and event-driven opportunities, Whitebark Investors LP manages a concentrated portfolio of undervalued corporate debt and special-situation equity across North America and select global credits. The firm pursues control and minority restructurings, opportunistic secondary positions, and board-level activism to unlock value for institutional investors. Investment approach blends fundamental credit analysis, active portfolio trading, and legal restructuring expertise to target asymmetric risk/reward outcomes with a multi-year holding horizon.
Investment Philosophy & Strategy
Focuses on distressed credit and event-driven special situations, deploying concentrated capital into undervalued corporate debt, stressed credits and opportunistic equity stakes across North America and select global markets. Emphasizes capital preservation and asymmetric upside via active trading, legal and restructuring expertise, and both minority and control-oriented restructurings. Portfolio construction favors high-conviction positions, proactive engagement including board-level activism, and a multi-year horizon to realize value through restructurings, workouts and opportunistic secondary acquisitions.
Focuses on distressed credit and event-driven special situations, deploying concentrated capital into undervalued corporate debt, stressed credits and opportunistic equity stakes across North America and select global markets. Emphasizes capital preservation and asymmetric upside via active trading, legal and restructuring expertise, and both minority and control-oriented restructurings. Portfolio construction favors high-conviction positions, proactive engagement including board-level activism, and a multi-year horizon to realize value through restructurings, workouts and opportunistic secondary acquisitions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-47.02%
Gain -6%
Monthly
-3.65%
Yearly
-36.03%
Drawdown
60.71%
$127.69M
Equity
Holdings
$127.69M
Investment
$188.6M
-$54.68M
Profit -$4.09M
Realized
$6.23M
Unrealized
-$60.91M
Dividends
$3.43M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-6%
Profit
-$4.09M
Win %
15%
This Week
Compared To Last Week
Gain
-2.22%
Profit
-$2.9M
Win %
15%
This Month
Compared to last month
Gain
-2.22%
Profit
-$2.9M
Win %
15%
This Year
Compared to last year
Gain
-33.3%
Profit
-$54.93M
Win %
15%
No Data
BLND Blend Labs Inc.
-4.82%
-$507,479.76 
GSHD Goosehead Insurance Inc.
-4.79%
-$465,927.06 
GLBE Global-E Online Ltd.
-4.5%
-$893,148 
KLAR Klarna Group Plc
-3.17%
-$383,153.13 
MSFT Microsoft Corp.
-3.11%
-$697,785.48 
SHEN Shenandoah Telecommunications Company
-2.77%
-$326,900.25 
GO Grocery Outlet Holding Corp
-2.36%
-$323,854.8 
CPNG Coupang Inc.
-1.79%
-$320,969.1 
FLUT Flutter Entertainment plc
-1.25%
-$172,500.48 Events
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Dividends
Dividend Analysis
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No Data
| Trades 44 | Longs Won 13/44 29% | Profit Factor 0.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.89M |
| Average Win $1.21M | Best Trade (Jun 29) $3.67M | Sharpe Ratio -19.78 |
| Average Loss -$2.27M | Worst Trade (May 16) -$22.28M | Z-Score -1.77 (93.91%) |
| Commissions $0 | Avg. Trade Length 8m 6d | Expectancy -$1.24M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 56 | 51 | 45 | 39 | 34 | 28 | 22 | 17 | 11 | 6 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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