GSHD β€” GOOSEHEAD INS INC

Ownership history in Whitebark Investors LP  Β·  4 quarters on record

AI Ownership Summary

Whitebark Investors LP reported GOOSEHEAD INS INC (GSHD) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 25.64% in 2024 Q4. The latest visible filing shows GSHD at 11.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitebark Investors LP's position in GOOSEHEAD INS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GSHD was reported at 11.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.64% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Whitebark Investors LP held GSHD β€” position size vs. price
% of Fund (quarterly)    GSHD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 269,322 -69,686 -20.6% 11.95% $19.8M 2026-02-14 (Est.) $48.69
2025 Q3 UNCHANGED 339,008 β€” 0% 12.01% $25.2M 2025-11-14 $69.03
2025 Q1 REDUCED 339,008 -177,000 -34.3% 20.99% $40.0M 2025-05-12 $105.42
2024 Q4 INITIATED 516,008 β€” β€” 25.64% $55.3M 2025-02-14 $115.18

FAQ About Whitebark Investors LP and GSHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitebark Investors LP reported owning GSHD?

Whitebark Investors LP reported GSHD across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported GSHD position in Whitebark Investors LP's portfolio?

The largest reported portfolio weight for GSHD was 25.64% in 2024 Q4.

What is the latest reported GSHD position on this page?

The most recent filing on this page is 2025 Q4, when Whitebark Investors LP reported 269,322 shares, equal to 11.95% of portfolio, with an estimated market value of $19.8M.

What does the chart on this GSHD ownership page compare?

The chart compares Whitebark Investors LP's quarterly GSHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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