Fund HoldingsWHITEBOX ADVISORS LLC

Total Portfolio Value
$2.47B
Total Bought
$283.79M
Total Sold
$631.76M
Net Transaction
-$347.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BREAD FINANCIAL HOLDINGS INC000056,6172.29%+56,617
INSMED INC(INSM)000071,8042.90%+71,804
WAYFAIR INC(W)000044,5861.80%+44,586
CANADIAN SOLAR INC000032,4981.31%+32,498
LIBERTY BROADBAND CORP(LBRDA)02,978,107+2,978,1070163,2606.60%+163,260
APPLE INC(AAPL)(Put)0150,000+150,000031,593+31,593
VANECK ETF TRUST(Put)
OIL SERVICES ETF
50,000150,000+100,00016,81747,427+30,611
NEXTERA ENERGY INC(NEE)0600,000+600,000029,6941.20%+29,694
FRESHPET INC(FRPT)000121,130150,3776.08%+29,247
CINEMARK HLDGS INC(CNK)000023,3570.94%+23,357
ZYNEX INC000023,2090.94%+23,209
LUMENTUM HLDGS INC(LITE)000022,8250.92%+22,825
SEA LTD(SE)000022,4390.91%+22,439
NOVAVAX INC(NVAX)00021,00043,1571.74%+22,157
KKR & CO INC(KKR)(Put)0200,000+200,000021,048+21,048
BLOOM ENERGY CORP(BE)000020,7050.84%+20,705
SEMTECH CORP(SMTC)00061,98480,3873.25%+18,403
COLLEGIUM PHARMACEUTICAL INC(COLL)00012,69429,6991.20%+17,005
ROYAL CARIBBEAN GROUP(RCL)0000229,9789.29%+229,978
HERBALIFE LTD(HLF)(Put)01,500,000+1,500,000015,585+15,585
CHARTER COMMUNICATIONS INC N(CHTR)(Call)050,000+50,000014,948+14,948
LIBERTY MEDIA CORP DEL01,136,498+1,136,498025,1851.02%+25,185
NUVEEN CA QUALTY MUN INCOME(NAC)372,5621,120,372+747,8104,10612,9180.52%+8,812
ESPERION THERAPEUTICS INC NE00013,94322,0020.89%+8,058
EQUITY COMWLTH667,2071,059,000+391,79312,59720,5450.83%+7,948
AMC ENTMT HLDGS INC(AMC)(Put)700,0001,700,000+1,000,0002,6048,466+5,862
OATLY GROUP AB00004,9120.20%+4,912
GRIFOLS S A(GRFS)02,702,390+2,702,390017,0390.69%+17,039
CABLE ONE INC00003,7110.15%+3,711
RIVIAN AUTOMOTIVE INC(RIVN)(Put)1,500,0001,500,000016,42520,130+3,705
GLOBAL PMTS INC(GPN)037,000+37,00003,5780.14%+3,578
EMERGENT BIOSOLUTIONS INC(Put)0500,000+500,00003,410+3,410
COMMUNITY HEALTH SYS INC NEW2,107,3913,020,933+913,5427,37610,1500.41%+2,774
GRAF GLOBAL CORP0250,000+250,00002,5000.10%+2,500
INVESCO MUN OPPORTUNITY TR0237,523+237,52302,3940.10%+2,394
UPSTART HLDGS INC(UPST)00023,30925,6191.04%+2,309
CLEAR CHANNEL OUTDOOR HLDGS(CCO)01,621,786+1,621,78602,2870.09%+2,287
TPI COMPOSITES INC0004,1926,3250.26%+2,134
NIO INC(NIO)(Put)0500,000+500,00002,080+2,080
MAXEON SOLAR TECHNOLOGIES LT(Put)02,416,000+2,416,00002,061+2,061
GROUPON INC0004,1726,2080.25%+2,036
ARTIVION INC00021,84923,5740.95%+1,725
NUVEEN NEW JERSEY QULT MUN F
COM
161,692299,370+137,6781,9533,6550.15%+1,702
NEUBERGER BERMAN MUN FD INC93,225249,474+156,2499762,6640.11%+1,688
SERVICE PPTYS TR(SVC)228,100610,602+382,5021,5473,1380.13%+1,592
BAUSCH PLUS LOMB CORP1,206,3031,545,946+339,64320,86922,4470.91%+1,578
HEICO CORP NEW0148,351+148,351026,3351.06%+26,335
MBIA INC425,176794,431+369,2552,8744,3610.18%+1,487
BLACK HAWK ACQUISITION CORP0125,000+125,00001,2680.05%+1,268
BNY MELLON MUN BD INFRASTRUC0119,641+119,64101,2660.05%+1,266
GRANITE CONSTR INC(GVA)020,200+20,20001,2520.05%+1,252
ALBERTSONS COS INC01,276,269+1,276,269025,2061.02%+25,206
ALLIANCEBERNSTEIN NATL MUN I0107,050+107,05001,1890.05%+1,189
XOMETRY INC(XMTR)000023,9080.97%+23,908
DT CLOUD ACQUISITION CORP0107,306+107,30601,0950.04%+1,095
NUVEEN PENNSYLVANIA QLT MUN72,079159,331+87,2528521,9440.08%+1,092
PIONEER MUNICIPAL HIGH INCOM140,218269,192+128,9741,1432,2100.09%+1,067
PIONEER MUNICIPAL HIGH INCOM221,990329,238+107,2481,9623,0090.12%+1,047
LIBERTY MEDIA CORP DEL0452,001+452,001010,0120.40%+10,012
LIONHEART HOLDINGS0100,000+100,00009990.04%+999
WESTERN ASSET INTER MUNI FD43,141169,444+126,3033421,3320.05%+990
BNY MELLON STRATEGIC MUN BD0165,808+165,80809850.04%+985
BLACKROCK MUNIHOLDINGS QUALI095,290+95,29009720.04%+972
BLACKROCK MUNIHLDGS NY QLTY50,963139,973+89,0105401,5060.06%+966
INVESCO PA VALUE MUN INC TR40,629127,118+86,4894161,3810.06%+964
INVESCO TR INVT GRADE NEW YO36,588120,354+83,7663931,3530.05%+959
AMERICAN AIRLS GROUP INC(AAL)079,245+79,24508980.04%+898
WHEELS UP EXPERIENCE INC(Put)0541,100+541,10001,023+1,023
PIONEER MUN HIGH INCOME OPPO44,590114,612+70,0225041,3350.05%+831
SIRIUS XM HOLDINGS INC(SIRI)0286,674+286,67408110.03%+811
BLACKROCK N Y MUN INCOME TRU075,433+75,43308080.03%+808
GOSSAMER BIO INC0004,0024,8040.19%+803
LUCID GROUP INC(LCID)0300,000+300,00007830.03%+783
BNY MELLON MUN INCOME INC107,992210,519+102,5277381,5140.06%+776
BILIBILI INC00002,6260.11%+2,626
FEDERATED HERMES PREM MUNI I39,55095,981+56,4314381,0970.04%+659
DWS MUN INCOME TR NEW063,001+63,00105970.02%+597
REDFIN CORP
NOTE
00003,1060.13%+3,106
ANYWHERE REAL ESTATE INC0150,000+150,00004970.02%+497
NUVEEN ARIZONA QLTY MUN INC036,276+36,27604050.02%+405
MFS HIGH INCOME MUN TR
SH BEN INT
0106,150+106,15003940.02%+394
MFS INVT GRADE MUN TR
SH BEN INT
048,661+48,66103840.02%+384
BLOOM ENERGY CORP(Put)340,000340,00003,8224,162+340
OFFICE PPTYS INCOME TR0157,646+157,64603220.01%+322
ENCORE CAP GROUP INC(ECPG)00046,47046,7451.89%+276
NUVEEN MISSOURI QLT MUN INC
COM
011,831+11,83101220.00%+122
CARNIVAL CORP41,67941,67906817800.03%+99
TWO HARBORS INVENTMENT CORPO(TWO)00008,8610.36%+8,861
GOLD ROYALTY CORP049,300+49,3000700.00%+70
RYDER SYS INC(R)018,514+18,51402,2940.09%+2,294
AVIS BUDGET GROUP16,59320,003+3,4102,0322,0910.08%+59
VSEE HEALTH INC0250,000+250,0000540.00%+54
SABLE OFFSHORE CORP029,958+29,95801280.01%+128
MONTANA TECHNOLOGIES CORP050,000+50,0000720.00%+72
DT CLOUD ACQUISITION CORP0107,306+107,3060340.00%+34
DWS STRATEGIC MUN INCOME TR34,77734,77703113430.01%+32
BLACK HAWK ACQUISITION CORP025,000+25,0000280.00%+28
GOLD ROYALTY CORP050,000+50,0000240.00%+24
CARDLYTICS INC00002,7590.11%+2,759
BURTECH ACQUISITION CORP0225,000+225,0000560.00%+56
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