Arkolith/Funds/Whitebox Advisors LLC

Whitebox Advisors LLC

CIK 1257391
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Whitebox Advisors LLC holds a diversified book of 643 stocks worth $6.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Super Micro Computer Inc and trimmed Sphere Entertainment Co. Their largest long position is Echostar Corp at 5% of the equity book. They also disclosed $1.4B in put options (a bearish bet) and $22.7M in call options (bullish), shown separately below and excluded from the equity book.

Opened
179
bought for the first time
  • Super Micro Computer Inc
  • Gamestop Corp
  • Gamestop Corp
  • +176 more · largest first
Added to
34
already held, bought more
Trimmed
49
sold some, still holds it
Sold out
85
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
36%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Financials
10%
Health Care
7%
Industrials
3%
Consumer Discretionary
2%
Energy
2%
Communication Services
1%
Real Estate
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • SUPER MICRO COMPUTER INC
    New$213.2M
  • GAMESTOP CORP
    New$198.0M
  • GAMESTOP CORP
    New$176.3M
  • CLOUDFLARE INC
    New$149.6M
  • New$148.4M
  • UBER TECHNOLOGIES INC
    New$144.3M
Trimmed / exited
  • LUMENTUM HOLDINGS INCLITE 1.5 12/15/29
    −100%$870.1M
  • LUMENTUM HOLDINGS INCLITE 0.5 12/15/26
    −77%$213.2M
  • −87%$137.7M
  • SNOWFLAKE INCSNOW 0 10/01/27
    −51%$116.3M
  • SUPER MICRO COMPUTER INCSMCI 3.5 03/01/29
    −64%$81.6M
  • STRATEGY INCMSTR 0 12/01/29
    −94%$69.8M

Funds with the most overlap

Other tracked managers holding the same core names as Whitebox Advisors LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.54 / 80$19.0B
JPMORGAN CHASE & CO52 / 80$2.2B
FMR LLC51 / 80$6.9B
BNP PARIBAS FINANCIAL MARKETS50 / 80$839.9M
STATE STREET CORP48 / 80$9.6B
MORGAN STANLEY48 / 80$3.3B
MILLENNIUM MANAGEMENT LLC47 / 80$4.2B
GOLDMAN SACHS GROUP INC47 / 80$2.9B

Ranked by how many of Whitebox Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

643 positions
#SecurityValueShares% PortLast moveHistory
1Echostar Corp
NOTE 3.875%11/3
$319.1M102.20M
5.2%
Held
2Sphere Entertainment Co
NOTE 3.500%12/0
$299.4M61.12M
4.8%
−5.3%
Reduced · −3.4M sh
3Snowflake Inc
NOTE 10/0
$256.9M145.31M
4.1%
+1.8%
Added · +2.5M sh
4Alibaba Group Hldg Ltd
NOTE 0.500% 6/0
$226.9M192.40M
3.7%
+20%
Added · +32.5M sh
5Super Micro Computer Inc
NOTE 6/1
$213.2M240.25M
3.4%
New
New position
6Applied Digital Corp
NOTE 2.750% 6/0
$201.9M50.70M
3.3%
−17%
Reduced · −10.1M sh
7Gamestop Corp
NOTE 4/0
$198.0M194.35M
3.2%
New
New position
8Gamestop Corp
NOTE 6/1
$176.3M174.00M
2.8%
New
New position
9Penumbra Inc
COM
$160.0M506.9K
2.6%
+14%
Added · +62K sh
10Cloudflare Inc
NOTE 6/1
$149.6M118.27M
2.4%
New
New position
11Bio-Techne Corp
COM
$148.4M2.10M
2.4%
New
New position
12Coinbase Global Inc
NOTE 0.250% 4/0
$147.4M164.46M
2.4%
+37%
Added · +44.0M sh
13Uber Technologies Inc
NOTE 5/1
$144.3M125.00M
2.3%
New
New position
14Webster Finl Corp
COM
$119.2M1.56M
1.9%
−19%
Reduced · −365K sh
15Snowflake Inc
NOTE 10/0
$112.3M67.50M
1.8%
−51%
Reduced · −70.0M sh
16Trip Com Group Ltd
NOTE 0.750% 6/1
$110.5M112.23M
1.8%
−15%
Reduced · −19.5M sh
17GDS Hldgs Ltd
NOTE 2.250% 6/0
$108.0M89.20M
1.7%
New
New position
18Strategy Inc
NOTE 2.250% 6/1
$107.8M112.00M
1.7%
Held
19Caesars Entertainment Inc Ne
COM
$102.0M3.38M
1.6%
30×
Added · +3.3M sh
20Centrus Energy Corp
NOTE 2.250%11/0
$90.3M45.60M
1.5%
Held
21Wolfspeed Inc
NOTE 2.500% 6/1
$84.0M21.40M
1.4%
−0.7%
Reduced · −149K sh
22Rivian Automotive Inc
NOTE 3.625%10/1
$82.3M77.24M
1.3%
Held
23Jetblue Airways Corp
NOTE 2.500% 9/0
$75.5M68.37M
1.2%
−5.5%
Reduced · −4.0M sh
24Azul S A
SPONSORED ADS
$75.2M8.36M
1.2%
New
New position
25Super Micro Computer Inc
7 DEP CM SR A WI
$72.7M1.40M
1.2%
New
New position
26Mara Holdings Inc
NOTE 3/0
$72.2M72.25M
1.2%
+3.4%
Added · +2.4M sh
27Lumentum Hldgs Inc
NOTE 0.500%12/1
$62.8M7.30M
1.0%
−77%
Reduced · −24.8M sh
28Valaris Ltd
CL A
$61.8M850.7K
1.0%
+46%
Added · +267K sh
29Apogee Therapeutics Inc
COM
$59.7M450.0K
1.0%
New
New position
30Mara Holdings Inc
NOTE 2.125% 9/0
$55.5M49.95M
0.9%
Held
31Cleanspark Inc
NOTE 6/1
$54.3M41.63M
0.9%
+45%
Added · +13.0M sh
32Rubrik Inc.
NOTE 6/1
$53.5M52.44M
0.9%
New
New position
33Upstart Hldgs Inc
NOTE 1.000%11/1
$53.4M65.51M
0.9%
+7.9%
Added · +4.8M sh
34Strategy Inc
NOTE 3/0
$52.8M59.78M
0.9%
+15%
Added · +8.0M sh
35Upstart Hldgs Inc
NOTE 2.000%10/0
$47.2M41.40M
0.8%
−36%
Reduced · −23.5M sh
36Sitime Corp
NOTE 6/1
$47.0M42.50M
0.8%
New
New position
37Gulfport Energy Corp
COMMON SHARES
$46.6M274.6K
0.8%
+25%
Added · +55K sh
38Super Micro Computer Inc
NOTE 3.500% 3/0
$46.2M50.10M
0.7%
−64%
Reduced · −88.5M sh
39Triple Flag Precious Metal
COM
$45.5M1.52M
0.7%
Held
40Array Technologies Inc
NOTE 2.875% 7/0
$41.1M33.00M
0.7%
New
New position
41Mara Holdings Inc
NOTE 6/0
$40.7M42.00M
0.7%
−19%
Reduced · −10.0M sh
42Warner Bros Discovery Inc
COM SER A
$40.7M1.53M
0.7%
−5.6%
Reduced · −90K sh
43Strategy Inc
NOTE 0.625% 9/1
$36.5M35.80M
0.6%
−15%
Reduced · −6.2M sh
44Oracle Corp
6.5 DEP CUM SR D
$36.0M800.0K
0.6%
−11%
Reduced · −100K sh
45Heico Corp New
CL A
$34.1M132.1K
0.5%
+5.9%
Added · +7K sh
46Nuvalent Inc
COM
$34.0M275.0K
0.5%
New
New position
47Encore Cap Group Inc
NOTE 4.000% 3/1
$33.7M22.10M
0.5%
−46%
Reduced · −18.7M sh
48Herbalife Ltd
NOTE 4.250% 6/1
$33.6M29.32M
0.5%
Held
49Office Pptys Income TR
COM OF BENEFICIA
$29.7M1.75M
0.5%
New
New position
50Iren Limited
NOTE 3.250% 6/1
$28.5M9.76M
0.5%
Held
Showing 50 of 643 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.4B
Call notional (bullish)$22.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$373.4M500K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$150.2M500K
PUT · bearishNVIDIA CORPNVDA$140.1M700K
PUT · bearishNEBIUS GROUP NVNBIS$138.1M500K
PUT · bearishSUPER MICRO COMPUTER INCSMCI$120.3M4.1M
PUT · bearishTAIWAN SEMICONDUCTOR-SP ADRTSM$95.5M200K
PUT · bearishMICRON TECHNOLOGY INCMU$92.3M80K
PUT · bearishAPPLE INCAAPL$72.3M250K
PUT · bearishVANECK SEMICONDUCTOR ETFSMH$65.6M100K
PUT · bearishCOREWEAVE INC-CL ACRWV$39.8M400K
PUT · bearishMARA HOLDINGS INCMARA$39.3M2.8M
PUT · bearishWARNER BROS DISCOVERY INCWBD$29.3M1.1M
PUT · bearishLUMEN TECHNOLOGIES INCLUMN$26.9M3.5M
PUT · bearishTIDEWATER INCTDW$18.4M276K
CALL · bullishJETBLUE AIRWAYS CORPJBLU$15.8M2.8M
PUT · bearishMEDICAL PROPERTIES TRUST INCMPT$6.9M1.5M
PUT · bearishXEROX HOLDINGS CORPXRX$6.3M2.0M
PUT · bearishBITDEER TECHNOLOGIES GROUP-ABTDR$6.2M393K
PUT · bearishTRANSOCEAN LTDRIG$4.9M1.0M
CALL · bullishMARA HOLDINGS INCMARA$4.9M350K
PUT · bearishSAREPTA THERAPEUTICS INCSRPT$3.9M215K
PUT · bearishHERTZ GLOBAL HLDGS INCHTZ$3.3M1.5M
CALL · bullishSABRE CORPSABR$2.1M1.0M
PUT · bearishAMC ENTERTAINMENT HLDS-CL AAMC$1.9M1.0M

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026667$7.7B13F-HR
Q1 2026Mar 31, 2026Aug 26, 2026573$8.2B13F-HR/A
Q4 2025Dec 31, 2025Aug 26, 2026495$7.2B13F-HR/A
Q3 2025Sep 30, 2025Aug 26, 2026429$6.6B13F-HR/A
Q2 2025Jun 30, 2025Aug 26, 2026384$4.9B13F-HR/A
Q1 2025Mar 31, 2025May 15, 2025312$3.9B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025270$3.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024321$3.7B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024349$3.5B13F-HR
Q1 2024Mar 31, 2024May 15, 2024340$4.0B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024332$3.6B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023385$3.2B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023438$3.7B13F-HR
Q1 2023Mar 31, 2023May 15, 2023569$2.9B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023771$3.6B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022949$3.6B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022913$3.2B13F-HR
Q1 2022Mar 31, 2022May 16, 2022941$5.0B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022819$4.9B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021645$4.8B13F-HR
Amended / restated
  • Q1 2026 · filed May 15, 202613F-HR · superseded
  • Q4 2025 · filed Feb 17, 202613F-HR · superseded
  • Q3 2025 · filed Nov 14, 202513F-HR · superseded
  • Q2 2025 · filed Aug 14, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.