Whitefort Capital Management, LP — 13F holdings

Whitefort Capital Management, LP reported 19 holdings worth $406M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. ABUS ARBUTUS BIOPHARMA CORP — $75.8M (18.7%)
  2. ROIV Roivant Sciences Ltd — $36.1M (8.9%)
  3. JOYY JOYY INC — $34.6M (8.5%)
  4. BALY BALLYS CORPORATION — $33.0M (8.1%)
  5. GNW GENWORTH FINL INC — $29.6M (7.3%)
  6. NN NEXTNAV INC — $28.5M (7.0%)
  7. OABI OMNIAB INC — $25.2M (6.2%)
  8. ZD ZIFF DAVIS INC — $21.9M (5.4%)
  9. TDAY GANNETT CO INC — $17.1M (4.2%)
  10. CDZI CADIZ INC — $16.7M (4.1%)