Institutional Fund
Whitefort Capital Management, LP
New York, NYCIK 18849316 filings on record
Portfolio Value
$316.95M
Q1 2026
Holdings
18
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-0.3%
from $318.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Arbutus Biopharma Corp21.2%
- Roivant Sciences Ltd12.4%
- Joyy Inc9.7%
- Sable Offshore Corp8.1%
- Genworth Finl Inc8.0%
- Ballys Corporation7.3%
- Other33.3%
Portfolio Holdings
18 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Arbutus Biopharma Corp | 14.93M | $67.19M | 21.2% | +1.59M | Added |
| 2 | Roivant Sciences Ltd | 1.42M | $39.31M | 12.4% | −701.0K | Reduced |
| 3 | Joyy Inc | 524.9K | $30.65M | 9.7% | +120.0K | Added |
| 4 | Sable Offshore Corp | 1.54M | $25.52M | 8.1% | −366.0K | Reduced |
| 5 | Genworth Finl Inc | 3.13M | $25.42M | 8.0% | +590.0K | Added |
| 6 | Ballys Corporation | 2.41M | $23.21M | 7.3% | +486.7K | Added |
| 7 | Omniab Inc | 14.22M | $22.33M | 7.0% | 0 | Held |
| 8 | Gannett Co Inc | 3.12M | $22.03M | 7.0% | −1.65M | Reduced |
| 9 | Cadiz Inc | 3.99M | $19.58M | 6.2% | 0 | Held |
| 10 | Surgery Partners Inc | 911.1K | $10.86M | 3.4% | +311.1K | Added |
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