Whitebox Advisors Llc Portfolio Stock Holdings

Whitebox Advisors Llc disclosed 545 stock positions valued at approximately $6.9 billion in its latest SEC 13F filing. The largest holdings include CHART INDS INC, PENUMBRA INC, and WEBSTER FINL CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
545
Portfolio Value
$6.9B
Holdings by Sector
Whitebox Advisors Llc Portfolio Holdings in Q1 2026

92 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CHART INDS INCGTLSIndustrials2.26%758,887+198,886+35.52%$156,899,887
PENUMBRA INCPENHealthcare2.10%445,001+445,001+100.00%$146,124,978
WEBSTER FINL CORPWBSFinancial Services1.92%1,925,001+1,925,001+100.00%$133,633,569
LIBERTY BROADBAND CORPLBRDKCommunication Services1.07%1,477,741+1,000+0.07%$74,330,372
VALARIS LTDVALEnergy0.82%583,937+583,937+100.00%$57,249,183
TERNS PHARMACEUTICALS INCTERNHealthcare0.76%1,000,001+1,000,001+100.00%$52,720,053
TRIPLE FLAG PRECIOUS METALTFPMBasic Materials0.76%1,518,950-7,680-0.50%$52,714,150
MASIMO CORPMASIHealthcare0.69%270,001+270,001+100.00%$48,025,078
GULFPORT ENERGY CORPGPOREnergy0.67%219,627-5,000-2.23%$46,466,484
WARNER BROS DISCOVERY INCWBDCommunication Services0.64%1,615,001+1,215,000+303.75%$44,347,927
CARNIVAL PLCCUKConsumer Cyclical0.48%1,300,036+1,300,036+100.00%$33,501,928
HEICO CORP NEWHEI-AIndustrials0.38%124,737--$26,330,733
CHORD ENERGY CORPORATIONCHRDEnergy0.33%159,476-15,000-8.60%$22,674,298
LUMENTUM HLDGS INCLITETechnology0.31%30,773+30,773+100.00%$21,626,033
SM ENERGY COMPANYSMEnergy0.27%602,301+602,301+100.00%$18,779,745
BAUSCH PLUS LOMB CORPBLCOHealthcare0.25%1,101,854+150,641+15.84%$17,519,479
LIBERTY BROADBAND CORPLBRDACommunication Services0.25%348,076--$17,480,377
GRIFOLS S AGRFSHealthcare0.24%2,067,798-553,670-21.12%$16,583,740
DAUCH CORPAXLConsumer Cyclical0.20%2,293,053-950,500-29.30%$13,597,804
FOX CORPFOXCommunication Services0.13%175,248-343,180-66.20%$9,305,669
COMMUNITY HEALTH SYS INC NEWCYHHealthcare0.13%3,127,884+926,364+42.08%$9,195,979
IAC INCIACCommunication Services0.13%217,383+90,819+71.76%$8,701,841
UNDER ARMOUR INCUAAConsumer Cyclical0.10%1,186,792-114,573-8.80%$7,013,941
MGM RESORTS INTERNATIONALMGMConsumer Cyclical0.10%186,869-99,181-34.67%$6,916,022
GOODYEAR TIRE & RUBR COGTConsumer Cyclical0.08%871,089+130,000+17.54%$5,775,320
ALBERTSONS COS INCACIConsumer Defensive0.08%326,582-18,000-5.22%$5,564,957
BROOKFIELD RENEWABLE ENERGYG16258108Other0.08%170,000--$5,548,800
SERVICE PPTYS TRSVCReal Estate0.07%3,772,799-300,000-7.37%$5,112,143
CLEAR CHANNEL OUTDOOR HLDGSCCOCommunication Services0.07%2,003,835-456,149-18.54%$4,749,089
BROOKFIELD CORPBNFinancial Services0.06%96,265+96,265+100.00%$3,895,845
NATIONAL CINEMEDIA INCNCMICommunication Services0.05%1,242,084--$3,788,356
SIRIUSXM HOLDINGS INCSIRIConsumer Discretionary0.05%153,943-17,000-9.94%$3,553,004
ISHARES INCEWZOther0.05%83,755+62,768+299.08%$3,215,354
BAUSCH HEALTH COS INCBHCHealthcare0.04%564,672+20,175+3.71%$3,049,229
CAESARS ENTERTAINMENT INC NECZRConsumer Cyclical0.04%113,165+9,087+8.73%$2,990,951
GLOBAL X FDSGXGOther0.04%69,042+3,942+6.06%$2,731,302
PIMCO NEW YORK MUN FD IIPNIFinancial Services0.04%387,958+387,958+100.00%$2,657,512
BLACKROCK MUNIYIELD N Y QUALMYNFinancial Services0.04%273,687+273,687+100.00%$2,627,395
PIMCO CALIF MUN INCOME FDXPCQXOther0.04%284,471+88,995+45.53%$2,440,761
CLEARWAY ENERGY INCCWEN-AUtilities0.03%60,542+60,542+100.00%$2,371,430
BNY MELLON STRATEGIC MUNS INLEOFinancial Services0.03%305,421--$1,921,098
MFS HIGH INCOME MUN TRCXEFinancial Services0.03%512,763--$1,902,351
SABRE CORPSABRTechnology0.03%1,272,216+1,272,216+100.00%$1,844,713
ISHARES TRILFOther0.03%50,841+50,841+100.00%$1,805,872
ISHARES INCEWWOther0.03%23,965-7,785-24.52%$1,802,887
MBIA INCMBIFinancial Services0.03%304,461--$1,799,365
RYDER SYS INCRIndustrials0.03%8,702-732-7.76%$1,781,386
NEWS CORP NEWNWSACommunication Services0.02%68,507-179,303-72.36%$1,707,880
WESTERN ASSET INTER MUNISBIFinancial Services0.02%204,801--$1,572,872
MERCER INTL INCMERCBasic Materials0.02%1,057,658+371,639+54.17%$1,501,874
AVIS BUDGET GROUP INCCARIndustrials0.02%9,491-1,600-14.43%$1,384,262
ALLIANCEBERNSTEIN NATL MUN IAFBFinancial Services0.02%113,648--$1,214,897
HERC HLDGS INCHRIIndustrials0.02%12,130+3,800+45.62%$1,207,542
IHEARTMEDIA INCIHRTCommunication Services0.02%400,000+275,000+220.00%$1,168,000
COMPASS INCCOMPReal Estate0.02%154,894+154,894+100.00%$1,132,275
FISERV INCFITechnology0.02%18,702+3,400+22.22%$1,043,572
WHIRLPOOL CORPWHRConsumer Cyclical0.01%17,413+4,400+33.81%$938,909
PENN ENTERTAINMENT INCPENNConsumer Cyclical0.01%49,065+49,065+100.00%$737,447
CELANESE CORP DELCEBasic Materials0.01%11,206-10,000-47.16%$737,019
ACADIA HEALTHCARE COMPANY INACHCHealthcare0.01%29,955-17,500-36.88%$700,647
MFS MUN INCOME TRMFMFinancial Services0.01%125,000--$673,750
VICTORIAS SECRET AND COVSCOConsumer Cyclical0.01%10,890+750+7.40%$504,860
NABORS INDUSTRIES LTDNBROther0.01%5,632+5,632+100.00%$484,690
BLACKROCK MUNIHOLDINGS FD INMHDFinancial Services0.01%39,677+39,677+100.00%$447,557
FMC CORPFMCBasic Materials0.00%17,622-31,067-63.81%$303,451
BAXTER INTL INCBAXHealthcare0.00%17,130+17,130+100.00%$287,784
PG&E CORPPCGUtilities0.00%15,000--$263,550
DAKOTA GOLD CORPDCBasic Materials0.00%34,872+34,872+100.00%$176,104
CN HEALTHY FOOD TECH GROUP CIROHFinancial Services0.00%30,000--$165,300
LUMEN TECHNOLOGIES INCLUMNCommunication Services0.00%20,000+20,000+100.00%$139,000
PERRIGO CO PLCG97822103Other0.00%10,360+10,360+100.00%$111,266
SYNTEC OPTICS HLDGS INCOPTXWTechnology0.00%69,750--$75,330
NEW HORIZON AIRCRAFT LTDHOVRWIndustrials0.00%100,000--$32,000
AIRJOULE TECHNOLOGIES CORPAIRJWIndustrials0.00%46,500--$26,040
ROYALTY MGMT HLDG CORPRMCOWFinancial Services0.00%81,519--$20,135
BRIDGER AEROSPACE GRP HLDGSBAERWIndustrials0.00%41,500--$16,185
CN HEALTHY FOOD TECH GROUP CIROHWFinancial Services0.00%150,000--$13,500
FLYEXCLUSIVE INCFLYX-WSOther0.00%50,422--$12,101
ENVOY MEDICAL INCCOCHWHealthcare0.00%174,000--$11,554
BOREALIS FOODS INCBRLSWConsumer Defensive0.00%148,800--$11,532
SBC MED GROUP HLDGS INCPTWOWOther0.00%35,000--$9,625
VSEE HEALTH INCVSEEWHealthcare0.00%232,500--$8,789
EON RESOURCES INCHNRA-WSOther0.00%71,250--$8,094
FOLD HLDGS INCFLDDWFinancial Services0.00%46,500--$5,115
BITCOIN DEPOT INCBTMWWOther0.00%213,750--$4,574
MULTISENSOR AI HOLDINGS INCMSAIWTechnology0.00%96,838--$3,786
VERDE CLEAN FUELS INCVGASWOther0.00%177,090--$3,701
ONEMEDNET CORPONMDWHealthcare0.00%49,700--$3,603
CYCURION INCWAVSWFinancial Services0.00%164,500--$3,438
ESTRELLA IMMUNOPHARMA INCESLAWHealthcare0.00%42,293--$3,168
TEVOGEN BIO HLDGS INCTVGNWHealthcare0.00%86,292--$2,925
ZEO ENERGY CORPZEOWWTechnology0.00%46,500--$1,911
Whitebox Advisors Llc Options Holdings in Q1 2026

22 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT500,000$325,170,000
Q1 2026IWMiShares Russell 2000 ETFPUT750,000$186,000,000
Q1 2026NVDANVIDIA CorporationPUT800,000$139,520,000
Q1 2026SMCISuper MicroPUT4,600,000$104,742,000
Q1 2026TSMTaiwan Semiconductor ManufacturPUT200,000$67,590,000
Q1 2026IBITiShares Bitcoin Trust ETFPUT1,500,000$57,630,000
Q1 2026NBISNebius GroupPUT500,000$51,880,000
Q1 2026AAPLApple Inc.PUT200,000$50,758,000
Q1 2026MARAMARA Holdings, Inc.PUT4,369,200$35,652,672
Q1 2026WBDWarner Bros. Discovery, Inc. - PUT1,100,000$30,206,000
Q1 2026TSLATesla, Inc.PUT75,000$27,881,250
Q1 2026TERNTerns Pharmaceuticals, Inc.PUT500,000$26,360,000
Q1 2026LUMNLumen Technologies, Inc.PUT3,500,000$24,325,000
Q1 2026MPWMedical Properties Trust, Inc.PUT1,791,000$8,292,330
Q1 2026MARAMARA Holdings, Inc.CALL1,000,000$8,160,000
Q1 2026JBLUJetBlue Airways CorporationCALL1,750,000$7,735,000
Q1 2026HTZHertz Global Holdings, IncPUT1,469,700$6,775,317
Q1 2026H8817H100TransoceanPUT1,000,000$6,630,000
Q1 2026SRPTSarepta Therapeutics, Inc.PUT214,600$4,669,696
Q1 2026XRXXerox Holdings CorporationPUT2,000,000$2,580,000
Q1 2026SABRSabre CorporationCALL1,000,000$1,450,000
Q1 2026AMCAMC Entertainment Holdings, IncPUT1,000,000$980,000

Notional value represents the total exposure of the options position.