Whitefort Capital Management, LP

Fundamental concentrated ★Highest signal CIK 1884931
League rank
#253
in Fundamental concentrated · #456 overall
Long book
$316.9M
Q1 2026
Positions
18
Top-10 weight
90%
concentration
Last quarter
+21.9%
SPY +14.8%
Turnover
21%
of book per quarter

Strategy in plain words

auto-generated from filings

Whitefort Capital Management, LP is a concentrated fundamental stock-picker, running a $316.9M US long book across 18 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ARBUTUS BIOPHARMA CORP, ROIVANT SCIENCES LTD, JOYY INC-ADR, SABLE OFFSHORE CORP, GENWORTH FINANCIAL INC.

Over the last 9 quarters its long book ran on average 6.8pp per quarter ahead of the S&P 500, beating the index in 8 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+19.4%
Q2 2024
+7.2%
Q3 2024
+7.4%
Q4 2024
-2.4%
Q1 2025
+2.2%
Q2 2025
+28.5%
Q3 2025
+16.8%
Q4 2025
+0.9%
Q1 2026
+21.9%

Sector allocation

Healthcare
54%
Financials
9%
Energy
9%
Services media
8%
Other
8%
Utilities
7%
Technology
3%
Industrials
1%

Long book by quarter

$154.3M
Q1 2024
$147.1M
Q2 2024
$203.0M
Q3 2024
$192.1M
Q4 2024
$185.4M
Q1 2025
$239.3M
Q2 2025
$287.7M
Q3 2025
$318.0M
Q4 2025
$316.9M
Q1 2026

What does Whitefort Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ABUS ARBUTUS BIOPHARMA CORPHealthcare14.9M$67.2M21.2%+11.9%
ROIV ROIVANT SCIENCES LTDHealthcare1.4M$39.3M12.4%-33.1%
SOC SABLE OFFSHORE CORPEnergy1.5M$25.5M8.1%-19.2%
GNW GENWORTH FINANCIAL INCFinancials3.1M$25.4M8.0%+23.2%
BALY BALLY'S CORPServices media2.4M$23.2M7.3%+25.3%
OABI OMNIAB INCHealthcare14.2M$22.3M7.0%Held
TDAY USA TODAY CO INCOther3.1M$22.0M7.0%-34.6%
CDZI CADIZ INCUtilities4.0M$19.6M6.2%Held
SGRY SURGERY PARTNERS INCHealthcare911.1K$10.9M3.4%+51.9%
QURE UNIQURE NVHealthcare657.6K$10.8M3.4%+43.3%
PUBM PUBMATIC INC-CLASS ATechnology690.0K$5.6M1.8%New
OPK OPKO HEALTH INCHealthcare4.3M$4.8M1.5%Held
VATE INNOVATE CORPIndustrials743.0K$4.2M1.3%Held
TEAD TEADS HOLDING COTechnology3.6M$2.4M0.8%New
KG KESTREL GROUPFinancials160.9K$1.7M0.5%Held
NN NEXTNAV INCTechnology60.7K$972K0.3%New
NN NEXTNAV INC.Technology47.3K$299K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202620$339.1M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202620$391.2M canonicalSEC ↗
Q3 202513F-HRNov 14, 202518$338.3M canonicalSEC ↗
Q2 202513F-HR/ARESTATEMENTNov 12, 202518$266.7M canonicalSEC ↗
Q2 202513F-HRAug 14, 202518$340.8M SEC ↗
Q1 202513F-HRMay 15, 202515$212.5M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202518$209.0M canonicalSEC ↗
Q3 202413F-HRNov 14, 202418$219.6M canonicalSEC ↗
Q2 202413F-HRAug 14, 202423$162.2M canonicalSEC ↗
Q1 202413F-HRMay 15, 202419$164.2M canonicalSEC ↗