Whitebark Investors LP GSHD — GOOSEHEAD INS INC

Ownership history in Whitebark Investors LP  ·  5 quarters on record

AI Ownership Summary

Whitebark Investors LP reported GOOSEHEAD INS INC (GSHD) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 25.64% in 2024 Q4. The latest visible filing shows GSHD at 9.19% 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
2026 Q1

GSHD was reported at 9.19% 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 2026 Q1

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.

GSHD stock page Whitebark Investors LP fund profile Whitebark Investors LP full holdings
How Whitebark Investors LP held GSHD — position size vs. price
% of Fund (quarterly)    GSHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 269,322 — 0% 9.19% $11.5M 2026-05-15 $37.65
2025 Q4 REDUCED 20.6% -42.1% ✅ 269,322 -69,686 -20.6% 11.95% $19.8M 2026-02-17 $50.63
2025 Q3 UNCHANGED — — — 339,008 — 0% 12.01% $25.2M 2025-11-14 $69.03
2025 Q1 REDUCED 34.3% -10.6% ✅ 339,008 -177,000 -34.3% 20.99% $40.0M 2025-05-12 $105.42
2024 Q4 INITIATED — — — 516,008 — — 25.64% $55.3M 2025-02-14 $115.18

🏢 Other funds also holding GSHD

As of 2026 Q1 — sorted by position size

Langdon Equity Partners 28.4% Ewing Morris & Co. Investment Partners Ltd. 3Y 1.95% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 1.23% Durable Capital Partners LP 3Y 0.69% WASATCH ADVISORS LP 3Y 7Y 0.65% DF DENT & CO INC 3Y 7Y 0.64% Future Fund LLC 3Y 0.49% PFS Partners, LLC 0.48% Motley Fool Wealth Management, LLC 3Y 7Y 0.44% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 0.36%

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 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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 2026 Q1, when Whitebark Investors LP reported 269,322 shares, equal to 9.19% of portfolio, with an estimated market value of $11.5M.

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.

How well did Whitebark Investors LP time their GSHD position?

Based on 13F filing dates vs. subsequent GSHD price moves, Whitebark Investors LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GSHD relative to SPY over the holding period was -65.5%.

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