Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Whitefort Capital Management, LP (CIK 1884931) reported $339.1M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ABUS ($67.2M, 19.81%), ROIV ($39.3M, 11.59%), JOYY ($30.7M, 9.04%), SOC ($25.5M, 7.53%), GNW ($25.4M, 7.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABUS | ARBUTUS BIOPHARMA CORP | $67.2M | 19.81% | 14.9M | Added |
| 2 | ROIV | ROIVANT SCIENCES LTD | $39.3M | 11.59% | 1.4M | Trimmed |
| 3 | JOYY | JOYY INC | $30.7M | 9.04% | 524,944 | Added |
| 4 | SOC | SABLE OFFSHORE CORP | $25.5M | 7.53% | 1.5M | Trimmed |
| 5 | GNW | GENWORTH FINL INC | $25.4M | 7.50% | 3.1M | Added |
| 6 | BALY | BALLYS CORPORATION | $23.2M | 6.85% | 2.4M | Added |
| 7 | OABI | OMNIAB INC | $22.3M | 6.59% | 14.2M | Hold |
| 8 | GCI | USA TODAY CO INC | $22.0M | 6.50% | 3.1M | Trimmed |
| 9 | CDZI | CADIZ INC | $19.6M | 5.77% | 4.0M | Hold |
| 10 | OPK | OPKO HEALTH INC | $11.6M | 3.43% | 9.3M | Hold |
| 11 | SGRY | SURGERY PARTNERS INC | $10.9M | 3.20% | 911,136 | Added |
| 12 | QURE | UNIQURE NV | $10.8M | 3.17% | 657,611 | Added |
| 13 | GLD | SPDR GOLD TR | $10.5M | 3.10% | 24,400 | Trimmed |
| 14 | PUBM | PUBMATIC INC | $5.6M | 1.66% | 690,000 | New |
| 15 | OPK | OPKO HEALTH INC | $4.8M | 1.43% | 4.3M | Hold |
| 16 | VATE | INNOVATE CORP | $4.2M | 1.24% | 743,000 | Hold |
| 17 | TEAD | TEADS HLDG CO | $2.4M | 0.70% | 3.6M | New |
| 18 | KG | KESTREL GROUP LTD | $1.7M | 0.51% | 160,916 | Hold |
| 19 | NN | NEXTNAV INC | $971,693 | 0.29% | 60,655 | New |
| 20 | NNAVW | NEXTNAV INC | $299,181 | 0.09% | 47,264 | Hold |
| 21 | LQDA | LIQUIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 22 | MRNA | MODERNA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31