WHITEFORT CAPITAL MANAGEMENT, LP

PrivateCIK: 1884931
Location

NEW YORK, NY

20
Positions
$339.09M
Total AUM (reported)
65.80M
Total Shares

Allocation by class

TOTAL AUM$339.09M20 positions
COM$131.38M38.7%
COM SHS$50.94M15.0%
SHS$50.06M14.8%
ADS REPSTG COM A$30.65M9.0%
COMMON STOCK$24.19M7.1%
COM NEW$23.80M7.0%
NOTE 3.75% 1/1$11.64M3.4%

Portfolio Concentration

Top 340.4%4–1044.2%11–2515.4%TOP 1084.6%0%100%
Top 3$137.15M40.4%
4–10$149.73M44.2%
11–25$52.21M15.4%

Top 3 weight

40.4%

Top 10 weight

84.6%

Voting Authority Distribution

Total shares with voting rights: 65.80M

Sole

Full voting authority

65.80M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:

ARBUTUS BIOPHARMA CORP

SOLE
COM
Shares14.93M
TypeSH
Market value$67.19M
19.81%
Sole
14.93M
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares1.42M
TypeSH
Market value$39.31M
11.59%
Sole
1.42M
Shared
0.00
None
0.00

JOYY INC

SOLE
ADS REPSTG COM A
Shares524.94K
TypeSH
Market value$30.65M
9.04%
Sole
524.94K
Shared
0.00
None
0.00

SABLE OFFSHORE CORP

SOLE
COM SHS
Shares1.54M
TypeSH
Market value$25.52M
7.53%
Sole
1.54M
Shared
0.00
None
0.00

GENWORTH FINL INC

SOLE
COM SHS
Shares3.13M
TypeSH
Market value$25.42M
7.50%
Sole
3.13M
Shared
0.00
None
0.00

BALLYS CORPORATION

SOLE
COMMON STOCK
Shares2.41M
TypeSH
Market value$23.21M
6.85%
Sole
2.41M
Shared
0.00
None
0.00

OMNIAB INC

SOLE
COM
Shares14.22M
TypeSH
Market value$22.33M
6.59%
Sole
14.22M
Shared
0.00
None
0.00

USA TODAY CO INC

SOLE
COM
Shares3.12M
TypeSH
Market value$22.03M
6.50%
Sole
3.12M
Shared
0.00
None
0.00

CADIZ INC

SOLE
COM NEW
Shares3.99M
TypeSH
Market value$19.58M
5.77%
Sole
3.99M
Shared
0.00
None
0.00

OPKO HEALTH INC

SOLE
NOTE 3.75% 1/1
Shares9.35M
TypePRN
Market value$11.64M
3.43%
Sole
9.35M
Shared
0.00
None
0.00

SURGERY PARTNERS INC

SOLE
COM
Shares911.14K
TypeSH
Market value$10.86M
3.20%
Sole
911.14K
Shared
0.00
None
0.00

UNIQURE NV

SOLE
SHS
Shares657.61K
TypeSH
Market value$10.75M
3.17%
Sole
657.61K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares24.40K
TypeSH
Market value$10.50M
3.10%
Sole
24.40K
Shared
0.00
None
0.00

PUBMATIC INC

SOLE
COM CL A
Shares690K
TypeSH
Market value$5.64M
1.66%
Sole
690K
Shared
0.00
None
0.00

OPKO HEALTH INC

SOLE
COM
Shares4.25M
TypeSH
Market value$4.85M
1.43%
Sole
4.25M
Shared
0.00
None
0.00

INNOVATE CORP

SOLE
COM NEW
Shares743K
TypeSH
Market value$4.22M
1.24%
Sole
743K
Shared
0.00
None
0.00

TEADS HLDG CO

SOLE
COM
Shares3.61M
TypeSH
Market value$2.38M
0.70%
Sole
3.61M
Shared
0.00
None
0.00

KESTREL GROUP LTD

SOLE
COM
Shares160.92K
TypeSH
Market value$1.74M
0.51%
Sole
160.92K
Shared
0.00
None
0.00

NEXTNAV INC

SOLE
COMMON STOCK
Shares60.66K
TypeSH
Market value$971.7K
0.29%
Sole
60.66K
Shared
0.00
None
0.00

NEXTNAV INC

SOLE
*W EXP 99/99/999
Shares47.26K
TypeSH
Market value$299.2K
0.09%
Sole
47.26K
Shared
0.00
None
0.00