Institutions / Whitefort Capital Management, LP

Whitefort Capital Management, LP

CIK 1884931 · Institution · as of Dec 31, 2025

Portfolio value

$330.47M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Arbutus Biopharma CorpABUS	Common Stock	$64.18M	13,343,228	19.4%
Roivant Sciences Ltd.	—	$46.00M	2,120,000	13.9%
Bally's CorpBALY	Common Stock	$31.74M	1,921,372	9.6%
OmniAb, Inc.OABI	Common Stock	$26.31M	14,223,658	8.0%
JOYY Inc.JOYY	ADR	$26.22M	404,944	7.9%
USA TODAY Co., Inc.	—	$24.59M	4,774,833	7.4%
Genworth Financial Inc	—	$22.94M	2,540,301	6.9%
Cadiz IncCDZI	Common Stock	$22.37M	3,986,822	6.8%
Sable Offshore Corp.	—	$17.24M	1,910,793	5.2%
Opko Health Inc	—	$12.47M	9,350,000	3.8%
Uniqure NV	—	$10.98M	459,000	3.3%
Surgery Partners, Inc.	—	$9.27M	600,000	2.8%
Liquidia CorpLQDA	Common Stock	$5.45M	158,000	1.6%
Opko Health, Inc.OPK	Common Stock	$5.36M	4,253,340	1.6%
INNOVATE Corp.VATE	Common Stock	$3.36M	743,000	1.0%
Kestrel Group Ltd	—	$1.65M	160,916	0.5%
Nextnav Inc	—	$337.9K	47,264	0.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.