Whitefort Capital Management, LP
13F filer · CIK 1884931 · New York, NY
Summary
Whitefort Capital Management, LP reported $405.70M across 19 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are ABUS (18.7%), ROIV (8.9%), JOYY (8.5%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 6, trimmed 4 and sold out of 2.
Reported value$405.70M
Positions19
Report period2026 Q2
FiledAug 14, 2026
New positions2
Added6
Trimmed4
Sold out2
Top 19 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 18.7%Value $75.81MPrice $4.69Shares 15.79M +5.78%Since Jun 30 -2.29%
Weight 8.9%Value $36.06MPrice $36.50Shares 1.02M -28.19%Since Jun 30 +3.14%
Weight 8.5%Value $34.64MPrice $80.60Shares 525KSince Jun 30 +22.14%
Weight 8.1%Value $33.01MPrice $13.96Shares 2.41MSince Jun 30 +1.82%
Weight 7.3%Value $29.64MPrice $9.23Shares 3.13MSince Jun 30 -2.53%
Weight 7.0%Value $28.46MPrice $13.89Shares 1.60M +2531.47%Since Jun 30 -22.10%
Weight 6.2%Value $25.21MPrice $4.74Shares 10.25M -27.95%Since Jun 30 +92.68%
Weight 5.4%Value $21.91MPrice $56.33Shares 418KSince Jun 30 +7.56%
Weight 4.2%Value $17.14MPrice $6.30Shares 2.00M -35.84%Since Jun 30 -26.32%
Weight 4.1%Value $16.66MPrice $3.58Shares 3.99MSince Jun 30 -14.35%
Weight 3.7%Value $15.14MPrice $14.41Shares 901K -1.08%Since Jun 30 -14.23%
Weight 3.6%Value $14.57MPrice $18.80Shares 1.11M +60.96%Since Jun 30 +43.29%
OPKO HEALTH INCNo ticker matchHold
Weight 3.5%Value $14.07MPrincipal $9.35M
Weight 3.4%Value $13.87MPrice $7.55Shares 743KSince Jun 30 -59.56%
Weight 2.8%Value $11.46MPrice $3.40Shares 3.72M +140.81%Since Jun 30 +10.39%
Weight 1.7%Value $6.77MPrice $1.62Shares 4.51M +6.07%Since Jun 30 +8.00%
Weight 1.5%Value $6.27MPrice $13.06Shares 546KSince Jun 30 +13.76%
Weight 0.9%Value $3.53MPrice $0.51Shares 4.61M +27.67%Since Jun 30 -32.87%
Weight 0.4%Value $1.45MPrice $5.28Shares 161KSince Jun 30 -41.33%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 18.7% | $75.81M | -2.29% | +5.78% | Add | |
| 8.9% | $36.06M | +3.14% | -28.19% | Trim | |
| 8.5% | $34.64M | +22.14% | — | Hold | |
| 8.1% | $33.01M | +1.82% | — | Hold | |
| 7.3% | $29.64M | -2.53% | — | Hold | |
| 7.0% | $28.46M | -22.10% | +2531.47% | Add | |
| 6.2% | $25.21M | +92.68% | -27.95% | Trim | |
| 5.4% | $21.91M | +7.56% | — | New | |
| 4.2% | $17.14M | -26.32% | -35.84% | Trim | |
| 4.1% | $16.66M | -14.35% | — | Hold | |
| 3.7% | $15.14M | -14.23% | -1.08% | Trim | |
| 3.6% | $14.57M | +43.29% | +60.96% | Add | |
| OPKO HEALTH INCNo ticker match | 3.5% | $14.07M | — | — | Hold |
| 3.4% | $13.87M | -59.56% | — | Hold | |
| 2.8% | $11.46M | +10.39% | +140.81% | Add | |
| 1.7% | $6.77M | +8.00% | +6.07% | Add | |
| 1.5% | $6.27M | +13.76% | — | New | |
| 0.9% | $3.53M | -32.87% | +27.67% | Add | |
| 0.4% | $1.45M | -41.33% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.