Fund HoldingsWhitefort Capital Management, LP

Total Portfolio Value
$405.70M
Total Bought
$90.36M
Total Sold
$26.35M
Net Transaction
+$64.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
NEXTNAV INC(NN)60,6551,596,116+1,535,46197228,4597.01%+27,487
ZIFF DAVIS INC(ZD)0418,389+418,389021,9115.40%+21,911
BALLYS CORPORATION(BALY)2,408,0632,408,063023,21433,0158.14%+9,801
INNOVATE CORP(VATE)743,000743,00004,22013,8723.42%+9,652
PUBMATIC INC(PUBM)690,0001,110,656+420,6565,64414,5723.59%+8,928
ARBUTUS BIOPHARMA CORP(ABUS)14,930,88515,794,261+863,37667,18975,81218.69%+8,623
DOUBLEDOWN INTERACTIVE CO LT(DDI)0546,172+546,17206,2701.55%+6,270
SURGERY PARTNERS INC(SGRY)911,136901,332-9,80410,86115,1423.73%+4,282
GENWORTH FINL INC(GNW)3,130,3013,130,301025,41829,6447.31%+4,226
JOYY INC(JOYY)524,944524,944030,65134,6418.54%+3,990
OMNIAB INC(OABI)14,223,65810,248,658-3,975,00022,33125,2126.21%+2,881
OPKO HEALTH INC(OPK)00011,64114,0723.47%+2,431
OPKO HEALTH INC(OPK)4,253,3404,511,412+258,0724,8496,7671.67%+1,918
TEADS HLDG CO(TEAD)3,610,1034,609,163+999,0602,3783,5350.87%+1,157
KESTREL GROUP LTD(KG)160,916160,91601,7381,4480.36%-290
NEXTNAV INC(NN)47,2640-47,2642990-299
CADIZ INC(CDZI)3,986,8223,986,822019,57516,6654.11%-2,910
ROIVANT SCIENCES LTD(ROIV)1,419,0001,019,000-400,00039,30636,0628.89%-3,244
USA TODAY CO INC(TDAY)3,124,8332,004,833-1,120,00022,03017,1414.23%-4,889
UNIQURE NV(QURE)657,6110-657,61110,7520-10,752
SABLE OFFSHORE CORP(SOC)1,544,7933,720,063+2,175,27025,52011,4582.82%-14,062
Page 1 of 1
Whitefort Capital Management, LP — 13F Holdings — Q2 2026 | TickerTrail