WHITEFORT CAPITAL MANAGEMENT, LP

PrivateCIK: 1884931
Location

NEW YORK, NY

19
Positions
$405.70M
Total AUM (reported)
66.78M
Total Shares

Allocation by class

TOTAL AUM$405.70M19 positions
COM$166.97M41.2%
COMMON STOCK$61.47M15.2%
COM SHS$41.10M10.1%
SHS$36.06M8.9%
ADS REPSTG COM A$34.64M8.5%
COM NEW$30.54M7.5%
COM CL A$14.57M3.6%

Portfolio Concentration

Top 336.1%4–1042.4%11–2521.5%TOP 1078.5%0%100%
Top 3$146.52M36.1%
4–10$172.05M42.4%
11–25$87.14M21.5%

Top 3 weight

36.1%

Top 10 weight

78.5%

Voting Authority Distribution

Total shares with voting rights: 66.78M

Sole

Full voting authority

66.78M

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)

Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:

ARBUTUS BIOPHARMA CORP

SOLE
COM
Shares15.79M
TypeSH
Market value$75.81M
18.69%
Sole
15.79M
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares1.02M
TypeSH
Market value$36.06M
8.89%
Sole
1.02M
Shared
0.00
None
0.00

JOYY INC

SOLE
ADS REPSTG COM A
Shares524.94K
TypeSH
Market value$34.64M
8.54%
Sole
524.94K
Shared
0.00
None
0.00

BALLYS CORPORATION

SOLE
COMMON STOCK
Shares2.41M
TypeSH
Market value$33.01M
8.14%
Sole
2.41M
Shared
0.00
None
0.00

GENWORTH FINL INC

SOLE
COM SHS
Shares3.13M
TypeSH
Market value$29.64M
7.31%
Sole
3.13M
Shared
0.00
None
0.00

NEXTNAV INC

SOLE
COMMON STOCK
Shares1.60M
TypeSH
Market value$28.46M
7.01%
Sole
1.60M
Shared
0.00
None
0.00

OMNIAB INC

SOLE
COM
Shares10.25M
TypeSH
Market value$25.21M
6.21%
Sole
10.25M
Shared
0.00
None
0.00

ZIFF DAVIS INC

SOLE
COM
Shares418.39K
TypeSH
Market value$21.91M
5.40%
Sole
418.39K
Shared
0.00
None
0.00

USA TODAY CO INC

SOLE
COM
Shares2M
TypeSH
Market value$17.14M
4.23%
Sole
2M
Shared
0.00
None
0.00

CADIZ INC

SOLE
COM NEW
Shares3.99M
TypeSH
Market value$16.66M
4.11%
Sole
3.99M
Shared
0.00
None
0.00

SURGERY PARTNERS INC

SOLE
COM
Shares901.33K
TypeSH
Market value$15.14M
3.73%
Sole
901.33K
Shared
0.00
None
0.00

PUBMATIC INC

SOLE
COM CL A
Shares1.11M
TypeSH
Market value$14.57M
3.59%
Sole
1.11M
Shared
0.00
None
0.00

OPKO HEALTH INC

SOLE
NOTE 3.750% 1/1
Shares9.35M
TypePRN
Market value$14.07M
3.47%
Sole
9.35M
Shared
0.00
None
0.00

INNOVATE CORP

SOLE
COM NEW
Shares743K
TypeSH
Market value$13.87M
3.42%
Sole
743K
Shared
0.00
None
0.00

SABLE OFFSHORE CORP

SOLE
COM SHS
Shares3.72M
TypeSH
Market value$11.46M
2.82%
Sole
3.72M
Shared
0.00
None
0.00

OPKO HEALTH INC

SOLE
COM
Shares4.51M
TypeSH
Market value$6.77M
1.67%
Sole
4.51M
Shared
0.00
None
0.00

DOUBLEDOWN INTERACTIVE CO LT

SOLE
ADS
Shares546.17K
TypeSH
Market value$6.27M
1.55%
Sole
546.17K
Shared
0.00
None
0.00

TEADS HLDG CO

SOLE
COM
Shares4.61M
TypeSH
Market value$3.53M
0.87%
Sole
4.61M
Shared
0.00
None
0.00

KESTREL GROUP LTD

SOLE
COM
Shares160.92K
TypeSH
Market value$1.45M
0.36%
Sole
160.92K
Shared
0.00
None
0.00