StockDriftsStockDriftsTop 18 Whitefort Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABUS | ARBUTUS BIOPHARMA CORP | 18.69% | 15.79M | $75.8M | +5.78%(+863.38K) | $2.72(+71.82%) | 2026-06-30 | |
| ROIV | ROIVANT SCIENCES LTD | 8.89% | 1.02M | $36.1M | -28.19%(-400.00K) | $9.88(+266.58%) | 2026-06-30 | |
| JOYY | JOYY INC | 8.54% | 524.9K | $34.6M | +0.00%(+0) | $43.51(+67.82%) | 2026-06-30 | |
| BALY | BALLYS CORPORATION | 8.14% | 2.41M | $33.0M | +0.00%(+0) | $11.73(+19.30%) | 2026-06-30 | |
| GNW | GENWORTH FINL INC | 7.31% | 3.13M | $29.6M | +0.00%(+0) | $6.31(+60.95%) | 2026-06-30 | |
| NN | NEXTNAV INC | 7.01% | 1.60M | $28.5M | +2531.47%(+1.54M) | $16.15(+23.16%) | 2026-06-30 | |
| OABI | OMNIAB INC | 6.21% | 10.25M | $25.2M | -27.95%(-3.98M) | $2.21(+52.93%) | 2026-06-30 | |
| ZD | ZIFF DAVIS INC | 5.4% | 418.4K | $21.9M | new | $47.14(+17.47%) | 2026-06-30 | |
| TDAY | USA TODAY CO INC | 4.23% | 2.00M | $17.1M | -35.84%(-1.12M) | $3.72(+89.37%) | 2026-06-30 | |
| CDZI | CADIZ INC | 4.11% | 3.99M | $16.7M | +0.00%(+0) | $4.04(-14.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +47.77% | +222.66% | — | — | +207.72% |
| Top 20 Holdings Unweighted | +28.53% | +112.32% | — | — | +122.40% |
Whitefort Capital Management LP reports $405.70M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are ABUS (18.7%), ROIV (8.9%) and JOYY (8.5%). The top 20 holdings account for 96.54% of reported assets. Its disclosed equity book has returned +222.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Whitefort Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1884931). View Whitefort Capital Management LP’s 13F filings on SEC