Holders — by stockHoldings — by fund
Whitefort Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001884931
$405.7M
disclosed book value
19
positions
18.7%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ABUSARBUTUS BIOPHARMA CORP | 15.8M | $75.8M | 18.7% |
| 2 | ROIVANT SCIENCES LTD | 1.0M | $36.1M | 8.9% |
| 3 | JOYYJOYY INC | 524,944 | $34.6M | 8.5% |
| 4 | BALYBALLYS CORPORATION | 2.4M | $33.0M | 8.1% |
| 5 | GNWGENWORTH FINL INC | 3.1M | $29.6M | 7.3% |
| 6 | NNNEXTNAV INC | 1.6M | $28.5M | 7% |
| 7 | OABIOMNIAB INC | 10.2M | $25.2M | 6.2% |
| 8 | ZDZIFF DAVIS INC | 418,389 | $21.9M | 5.4% |
| 9 | TDAYUSA TODAY CO INC | 2.0M | $17.1M | 4.2% |
| 10 | CDZICADIZ INC | 4.0M | $16.7M | 4.1% |
| 11 | SGRYSURGERY PARTNERS INC | 901,332 | $15.1M | 3.7% |
| 12 | PUBMPUBMATIC INC | 1.1M | $14.6M | 3.6% |
| 13 | OPK 3.75 01/15/29OPKO HEALTH INC | 9.3M | $14.1M | 3.5% |
| 14 | VATEINNOVATE CORP | 743,000 | $13.9M | 3.4% |
| 15 | SOCSABLE OFFSHORE CORP | 3.7M | $11.5M | 2.8% |
| 16 | OPKOPKO HEALTH INC | 4.5M | $6.8M | 1.7% |
| 17 | DDIDOUBLEDOWN INTERACTIVE CO LT | 546,172 | $6.3M | 1.5% |
| 18 | TEADTEADS HLDG CO | 4.6M | $3.5M | 0.9% |
| 19 | KESTREL GROUP LTD | 160,916 | $1.4M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.