Whitefort Capital Management, LP
Net buyer this quarter
$406M
18
+$9.11M
78.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ABUS | $75.8M | 18.69% | 7.99% | +5.8% | Q4 2022 |
 ROIV | $36.1M | 8.89% | 0.14% | -28.2% | Q4 2022 |
 JOYY | $34.6M | 8.54% | Not reported | Not reported | Q2 2024 |
 BALY | $33M | 8.14% | 4.92% | Not reported | Q3 2025 |
 GNW | $29.6M | 7.31% | 0.83% | Not reported | Q3 2022 |
 NN | $28.5M | 7.01% | 0.96% | +2531.5% | Q4 2021 |
 OABI | $25.2M | 6.21% | 7.05% | -28.0% | Q1 2025 |
 ZD | $21.9M | 5.40% | 1.20% | New | Q2 2026 |
 TDAY | $17.1M | 4.23% | 1.37% | -35.8% | Q2 2025 |
 CDZI | $16.7M | 4.11% | 4.74% | Not reported | Q4 2024 |
 SGRY | $15.1M | 3.73% | 0.69% | -1.1% | Q2 2025 |
| PUBM | $14.6M | 3.59% | Not reported | +61.0% | Q1 2026 |
 VATE | $13.9M | 3.42% | 5.45% | Not reported | Q4 2021 |
| SOC | $11.5M | 2.82% | 2.41% | +140.8% | Q4 2025 |
 OPK | $6.77M | 1.67% | 0.60% | +6.1% | Q2 2024 |
 DDI | $6.27M | 1.55% | 22.04% | New | Q2 2026 |
 TEAD | $3.53M | 0.87% | 4.70% | +27.7% | Q1 2026 |
| KG | $1.45M | 0.36% | 2.06% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| ABUS | $67.2M | 19.81% | 7.58% | +11.9% | Q4 2022 |
| ROIV | $39.3M | 11.59% | 0.20% | -33.1% | Q4 2022 |
| JOYY | $30.7M | 9.04% | Not reported | +29.6% | Q2 2024 |
| SOC | $25.5M | 7.53% | 1.03% | -19.2% | Q4 2025 |
| GNW | $25.4M | 7.50% | 0.81% | +23.2% | Q3 2022 |
| BALY | $23.2M | 6.85% | 4.92% | +25.3% | Q3 2025 |
| OABI | $22.3M | 6.59% | 9.82% | Not reported | Q1 2025 |
| TDAY | $22M | 6.50% | 2.13% | -34.6% | Q2 2025 |
| CDZI | $19.6M | 5.77% | 4.76% | Not reported | Q4 2024 |
| SGRY | $10.9M | 3.20% | 0.70% | +51.9% | Q2 2025 |
 QURE | $10.8M | 3.17% | 1.04% | +43.3% | Q4 2025 |
| PUBM | $5.64M | 1.66% | Not reported | New | Q1 2026 |
| OPK | $4.85M | 1.43% | 0.56% | Not reported | Q2 2024 |
| VATE | $4.22M | 1.24% | 5.45% | Not reported | Q4 2021 |
| TEAD | $2.38M | 0.70% | 3.72% | New | Q1 2026 |
| KG | $1.74M | 0.51% | 2.06% | Not reported | Q2 2025 |
| NN | $972K | 0.29% | 0.04% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| ABUS | $64.2M | 16.41% | 6.93% | Not reported | Q4 2022 |
| ROIV | $46M | 11.76% | 0.30% | -40.0% | Q4 2022 |
| BALY | $31.7M | 8.11% | 3.96% | +43.0% | Q3 2025 |
| OABI | $26.3M | 6.73% | 9.86% | Not reported | Q1 2025 |
| JOYY | $26.2M | 6.70% | Not reported | Not reported | Q2 2024 |
| TDAY | $24.6M | 6.29% | 3.25% | +33.2% | Q2 2025 |
| GNW | $22.9M | 5.86% | 0.65% | -31.4% | Q3 2022 |
| CDZI | $22.4M | 5.72% | 4.79% | Not reported | Q4 2024 |
| SOC | $17.2M | 4.41% | 1.32% | New | Q4 2025 |
| QURE | $11M | 2.81% | 0.74% | New | Q4 2025 |
| SGRY | $9.27M | 2.37% | 0.46% | +61.7% | Q2 2025 |
 LQDA | $5.45M | 1.39% | 0.18% | -74.0% | Q4 2023 |
| OPK | $5.36M | 1.37% | 0.55% | -13.2% | Q2 2024 |
| VATE | $3.36M | 0.86% | 5.44% | Not reported | Q4 2021 |
| KG | $1.65M | 0.42% | 2.08% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| ABUS | $60.6M | 17.90% | 6.95% | Not reported | Q4 2022 |
| ROIV | $53.4M | 15.79% | 0.51% | -9.0% | Q4 2022 |
| GNW | $32.9M | 9.74% | 0.92% | +14.9% | Q3 2022 |
| JOYY | $23.7M | 7.01% | Not reported | -55.7% | Q2 2024 |
| OABI | $22.8M | 6.73% | 9.88% | +38.9% | Q1 2025 |
| CDZI | $18.8M | 5.56% | 4.86% | Not reported | Q4 2024 |
| BALY | $14.9M | 4.41% | 2.73% | New | Q3 2025 |
| TDAY | $14.8M | 4.38% | 2.44% | +34.2% | Q2 2025 |
| LQDA | $13.8M | 4.08% | 0.70% | -54.4% | Q4 2023 |
| SGRY | $8.03M | 2.37% | 0.29% | Not reported | Q2 2025 |
| OPK | $7.6M | 2.24% | 0.62% | +176.2% | Q2 2024 |
| KG | $4.39M | 1.30% | 2.08% | +57.4% | Q2 2025 |
| VATE | $3.63M | 1.07% | 5.44% | Not reported | Q4 2021 |