Whitefort Capital Management, LP: 13F holdings

CIK 18849312026Q2

Positions19
Reported value$405.7m
Filed2026-08-14

Change since last quarter

Positions19 (-1 vs prior quarter)
Reported value$405.7m (+19.6%)

Top 10 holdings

SecuritySharesValueWeight
ABUS ARBUTUS BIOPHARMA CORP15,794,261$75.8m18.7%
ROIVANT SCIENCES LTD1,019,000$36.1m8.9%
JOYY JOYY INC524,944$34.6m8.5%
BALY BALLYS CORPORATION2,408,063$33.0m8.1%
GNW GENWORTH FINL INC3,130,301$29.6m7.3%
NN NEXTNAV INC1,596,116$28.5m7.0%
OABI OMNIAB INC10,248,658$25.2m6.2%
ZD ZIFF DAVIS INC418,389$21.9m5.4%
TDAY USA TODAY CO INC2,004,833$17.1m4.2%
CDZI CADIZ INC3,986,822$16.7m4.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1884931")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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