Institutions / Whitebox Advisors LLC

Whitebox Advisors LLC

CIK 1257391 · Institution · as of Mar 31, 2026
Portfolio value
$6.95B
Positions
545
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$6.95B+18.7%
$6.95B$6.40B$5.85BQ4 '25Q1 '26

Positions

545+17.7%
545504463Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 545 →
CompanyClassValueShares% of portfolio
Western Digital Corp$1.46B204,400,00021.1%
Lumentum Hldgs Inc$716.15M71,025,00010.3%
Echostar Corp$365.06M102,197,0865.3%
Lumentum Hldgs Inc$226.90M32,097,5003.3%
Alibaba Group Hldg Ltd$221.78M159,900,0003.2%
Sphere Entertainment Co$216.80M64,504,0003.1%
Snowflake Inc$174.74M142,807,0002.5%
Snowflake Inc$162.33M137,450,0002.3%
Applied Digital Corp$161.24M60,800,0002.3%
Chart Industries Inc$156.90M758,8872.3%
Penumbra Inc$146.12M445,0012.1%
Trip Com Group Ltd$136.31M131,732,0002.0%
Webster Financial Corp$133.63M1,925,0011.9%
Strategy Inc$114.18M112,000,0001.6%
Coinbase Global Inc$111.60M120,456,0001.6%
Centrus Energy Corp$92.48M45,600,0001.3%
Liberty Broadband Corp$74.33M1,477,7411.1%
Rivian Automotive Inc$73.97M77,237,0001.1%
Strategy Inc$71.80M86,050,0001.0%
Jetblue Airways Corp$69.62M72,371,0001.0%
Upstart Hldgs Inc$63.25M64,900,0000.9%
Mara Holdings Inc$61.61M69,850,0000.9%
Valaris Ltd$57.25M583,9370.8%
Terns Pharmaceuticals, Inc.$52.72M1,000,0010.8%
Triple Flag Precious Metal$52.71M1,518,9500.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewPenumbra Inc$146.12M+445K
445,001
2.10% of portfolio
high
Q1 2026
as of
NewWebster Financial Corp$133.63M+1.9M
1,925,001
1.92% of portfolio
high
Q1 2026
as of
ExitCadence Bank$-128.52M-3.0M
-100.00%
high
Q1 2026
as of
ExitCMA
Comerica Inc
Common Stock
$-108.66M-1.3M
-100.00%
high
Q1 2026
as of
ExitM2682V108$-76.28M-171K
-100.00%
high
Q1 2026
as of
NewValaris Ltd$57.25M+584K
583,937
0.82% of portfolio
high
Q1 2026
as of
NewTerns Pharmaceuticals, Inc.$52.72M+1.0M
1,000,001
0.76% of portfolio
high
Q1 2026
as of
NewMasimo Corporation$48.03M+270K
270,001
0.69% of portfolio
medium
Q1 2026
as of
AddChart Industries Inc$41.12M+199K
+35.52%
758,887
2.26% of portfolio
medium
Q1 2026
as of
New68389X204$40.51M+900K
900,000
0.58% of portfolio
medium