Whitebox Advisors LLC
Annual return '25
+9.7%
SPY '25
+17.7%
Alpha
-8.1ptsvs SPY
Invested
$8.1B
Holdings
353
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 39%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WDC 3 11/15/28
WESTERN DIGITAL CORP
Held since at least Q1 2024
18.3%
02
$LITE 1.5 12/15/2
LUMENTUM HLDGS INC
Held since at least Q1 2024
8.9%
03
$SATS 3.875 11/30
ECHOSTAR CORP
Held since at least Q1 2024
4.6%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (12.4k shares)
4.1%
05
$LITE 0.5 12/15/2
LUMENTUM HLDGS INC
Held since at least Q1 2024
2.8%
06
$BABA 0.5 06/01/3
ALIBABA GROUP HLDG LTD
Held since at least Q1 2024
2.8%
07
$SPHR 3.5 12/01/2
SPHERE ENTERTAINMENT CO
Held since at least Q1 2024
2.7%
08
$IWM
ISHARES TR
Q1 2026: New position (9.6k shares)
2.3%
09
$SNOW 0 10/01/29
SNOWFLAKE INC
Held since at least Q1 2024
2.2%
10
$SNOW 0 10/01/27
SNOWFLAKE INC
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.