Whitefort Capital Management, LP

Est. AUM

$339.09B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ARBUTUS BIOPHARMA CORP	COM	$67.19B	14930885	19.81%	SOLE
2	ROIVANT SCIENCES LTD	SHS	$39.31B	1419000	11.59%	SOLE
3	JOYY INC	ADS REPSTG COM A	$30.65B	524944	9.04%	SOLE
4	SABLE OFFSHORE CORP	COM SHS	$25.52B	1544793	7.53%	SOLE
5	GENWORTH FINL INC	COM SHS	$25.42B	3130301	7.50%	SOLE
6	BALLYS CORPORATION	COMMON STOCK	$23.21B	2408063	6.85%	SOLE
7	OMNIAB INC	COM	$22.33B	14223658	6.59%	SOLE
8	USA TODAY CO INC	COM	$22.03B	3124833	6.50%	SOLE
9	CADIZ INC	COM NEW	$19.58B	3986822	5.77%	SOLE
10	OPKO HEALTH INC	NOTE 3.75% 1/1	$11.64B	9350000	3.43%	SOLE
11	SURGERY PARTNERS INC	COM	$10.86B	911136	3.20%	SOLE
12	UNIQURE NV	SHS	$10.75B	657611	3.17%	SOLE
13	SPDR GOLD TRCALL	GOLD SHS	$10.50B	24400	3.10%	SOLE
14	PUBMATIC INC	COM CL A	$5.64B	690000	1.66%	SOLE
15	OPKO HEALTH INC	COM	$4.85B	4253340	1.43%	SOLE
16	INNOVATE CORP	COM NEW	$4.22B	743000	1.24%	SOLE
17	TEADS HLDG CO	COM	$2.38B	3610103	0.70%	SOLE
18	KESTREL GROUP LTD	COM	$1.74B	160916	0.51%	SOLE
19	NEXTNAV INC	COMMON STOCK	$971.7M	60655	0.29%	SOLE
20	NEXTNAV INC	*W EXP 99/99/999	$299.2M	47264	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.