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Whitebox Advisors LLC

SEC CIK
0001257391
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 26, 2026. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
355
+67 vs. Q1 2025
Portfolio value
$3.67B
+$638.3M (+21.0%) vs. Q1 2025
Filed
Aug 26, 2026
AmendedSECSEC
Holdings of Whitebox Advisors LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Western Digital Corp958102AT2NOTE 3.000%11/1–$290.6M7.9%–––
Strategy Inc594972AN1NOTE 2.250% 6/1–$239.3M6.5%–New–
Super Micro Computer, Inc.86800UAB0NOTE 3.500% 3/0173,101,000$180.4M4.9%00.0%Unchanged–
LBRDKLiberty Broadband CorpCOM SER C1,384,608$136.2M3.7%+385,993+38.7%AddedHistory
Bloom Energy Corp093712AM9NOTE 3.000% 6/0–$127.1M3.5%–New–
Coinbase Global, Inc.19260QAF4NOTE 0.250% 4/0–$102.8M2.8%–––
Sphere Entertainment Co.55826TAB8NOTE 3.500%12/0–$90.4M2.5%–––
Bloom Energy Corp093712AK3NOTE 3.000% 6/0–$87.1M2.4%–––
CHXChampionX CorpCOM3,271,356$81.3M2.2%+1,181,680+56.5%AddedHistory
Lumentum Hldgs Inc55024UAH2NOTE 1.500%12/1–$75.8M2.1%–––
COOPMaverick Merger Sub 2, LLCCOM484,850$72.3M2.0%+484,850NewHistory
Sea Ltd81141RAF7NOTE 2.375%12/0–$64.1M1.7%–––
AZEKAZEK Co Inc.CL A1,073,501$58.3M1.6%+348,162+48.0%AddedHistory
American Airls Group Inc02376RAF9NOTE 6.500% 7/0–$57.4M1.6%–––
TFPMTriple Flag Precious Metals Corp.Stock2,410,057$57.1M1.6%−122,643−4.8%ReducedHistory
Rivian Automotive, Inc.76954AAD5NOTE 3.625%10/1–$53.6M1.5%–––
Freshpet, Inc.358039AB1NOTE 3.000% 4/0–$51.2M1.4%–––
Wayfair Inc.94419LAR2NOTE 3.500%11/1–$50.1M1.4%–––
INFAInformatica Inc.COM CL A2,050,001$49.9M1.4%+2,050,001NewHistory
Encore Cap Group Inc292554AP7NOTE 4.000% 3/1–$47.4M1.3%–––
EchoStar CORP278768AB2NOTE 3.875%11/3–$46.6M1.3%–––
Pinnacle West Cap Corp723484AK7NOTE 4.750% 6/1–$42.0M1.1%–New–
Sarepta Therapeutics, Inc.803607AD2NOTE 1.250% 9/1–$40.9M1.1%–New–
Wec Energy Group, Inc.92939UAP1NOTE 4.375% 6/0–$40.3M1.1%–New–
BPMCBlueprint Medicines CorpCOM310,001$39.7M1.1%+310,001NewHistory
Collegium Pharmaceutical, Inc19459JAC8NOTE 2.875% 2/1–$38.8M1.1%–––
SWTXSpringWorks Therapeutics, Inc.COM795,191$37.4M1.0%+795,191NewHistory
Coinbase Global, Inc.19260QAB3NOTE 0.500% 6/0–$36.9M1.0%–––
LBRDALiberty Broadband CorpCOM SER A348,076$34.0M0.9%+4,825+1.4%AddedHistory
Trip.com Group Ltd89677QAB3NOTE 0.750% 6/1–$32.7M0.9%–New–
Sunrun Inc.86771WAD7NOTE 4.000% 3/0–$31.5M0.9%–––
Alibaba Group Hldg Ltd01609WBG6NOTE 0.500% 6/0–$31.5M0.9%–New–
On Semiconductor Corp682189AS4NOTE 5/0–$30.8M0.8%–––
HEI.AHeico CorpCL A118,954$30.8M0.8%+1,709+1.5%AddedHistory
KKellanovaStock383,846$30.5M0.8%+242,196+171.0%AddedHistory
Tyler Tex Indpt SCH Dist902252AB1NOTE 0.250% 3/1–$28.7M0.8%–––
JD.com, Inc.47215PAJ5NOTE 0.250% 6/0–$28.6M0.8%–New–
Novavax Inc670002AD6NOTE 5.000%12/1–$27.5M0.7%–––
Herbalife Ltd.42703MAF0NOTE 4.250% 6/1–$26.8M0.7%–––
Evergy, Inc.30034WAD8NOTE 4.500%12/1–$26.3M0.7%–––
Xerox Holdings Corp98421MAE6NOTE 3.750% 3/1–$25.3M0.7%–––
Southern Co842587DZ7NOTE 4.500% 6/1–$25.3M0.7%–New–
Strategy Inc594972AL5NOTE 0.875% 3/1–$24.7M0.7%–––
GRFSGrifols SASP ADR REP B NVT2,621,468$23.7M0.6%−56,529−2.1%ReducedHistory
DCHDauch CorpCOM5,599,014$22.8M0.6%+1,047,820+23.0%AddedHistory
GPORGulfport Energy CorpCOMMON SHARES110,449$22.2M0.6%−24,187−18.0%ReducedHistory
PTC Therapeutics, Inc.69366JAD3NOTE 1.500% 9/1–$21.9M0.6%–––
Lumentum Hldgs Inc55024UAD1NOTE 0.500%12/1–$21.7M0.6%–––
Wolfspeed, Inc.977852AD4NOTE 1.875%12/0–$21.3M0.6%–––
Semtech Corp816850AF8NOTE 1.625%11/0–$20.1M0.5%–––
AMC Networks Inc00164VAJ2NOTE 4.250% 2/1–$20.1M0.5%–New–
VALValaris LtdCL A459,111$19.3M0.5%00.0%UnchangedHistory
NIO Inc.62914VAK2NOTE 4.625%10/1–$18.2M0.5%–––
Array Technologies, Inc.04271TAB6NOTE 1.000%12/0–$17.1M0.5%–––
Nabors Inds Inc62957HAL9NOTE 1.750% 6/1–$17.1M0.5%–––
PureCycle Technologies, Inc.74623VAB9NOTE 7.250% 8/1–$17.0M0.5%–––
CHRDChord Energy CorpCOM NEW174,476$16.9M0.5%00.0%UnchangedHistory
BLCOBausch & Lomb CorpCOMMON SHARES1,291,645$16.8M0.5%−331,231−20.4%ReducedHistory
Nextera Energy Cap Hldgs Inc65339KCY4NOTE 3.000% 3/0–$16.2M0.4%–––
Zynex Inc98986MAD5NOTE 5.000% 5/1–$15.9M0.4%–––
Canadian Solar Inc.136635AG4NOTE 2.500%10/0–$13.8M0.4%–––
STRSitio Royalties Corp.CLASS A COM721,581$13.3M0.4%+721,581NewHistory
PPLIPeople IncCOM NEW319,908$11.9M0.3%−136,024−29.8%ReducedHistory
HESHess CorpStock83,669$11.6M0.3%00.0%UnchangedHistory
CSTMConstellium SECL A SHS842,989$11.2M0.3%+80,491+10.6%AddedHistory
Omeros Corp682143AK8NOTE 9.500% 6/1–$11.0M0.3%–New–
Carnival Corp Ltd.14365C103ADR419,607$10.7M0.3%−107,954−20.5%Reduced–
NENoble Corp plcORD SHS A365,083$9.69M0.3%00.0%UnchangedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF40,000$9.21M0.3%+40,000New–
Two HBRS Invt Corp90187BAB7NOTE 6.250% 1/1–$9.10M0.2%–––
Macom Tech Solutions Hldgs I55405YAB6NOTE 0.250% 3/1–$9.07M0.2%–––
SVCService Properties TrustCOM SH BEN INT3,751,299$8.97M0.2%+149,400+4.1%AddedHistory
Groupon, Inc.399473AH0NOTE 6.250% 3/1–$8.78M0.2%–––
UPWheels Up Experience Inc.COM CL A38,660,903$8.58M0.2%−682,513−1.7%ReducedHistory
Luminar Technologies, Inc.550424AE5DEBT 11.500% 1/1–$8.54M0.2%–––
AAPLApple Inc.Stock40,000$8.21M0.2%+20,000+100.0%AddedHistory
TACHTitan Acquisition Corp.CL A800,000$8.06M0.2%+800,000NewHistory
Oatly Group AB67421JAC2NOTE 9.250% 9/1–$7.97M0.2%–––
HDRNHadron Energy, Inc.ORD SHS CL A760,000$7.89M0.2%00.0%UnchangedHistory
Encore Cap Group Inc292554AM4NOTE 3.250%10/0–$7.87M0.2%–––
Pinduoduo Inc722304AC6NOTE 12/0–$7.78M0.2%–––
FERAFifth Era Acquisition Corp IORD SHS CL A750,000$7.61M0.2%+750,000NewHistory
CYHCommunity Health Systems IncCOM2,135,086$7.26M0.2%−200,008−8.6%ReducedHistory
Upstart Hldgs Inc91680MAB3NOTE 0.250% 8/1–$7.19M0.2%–––
Cardlytics, Inc.14161WAD7NOTE 4.250% 4/0–$7.08M0.2%–New–
GTGoodyear Tire & Rubber CoCOM649,430$6.73M0.2%−180,864−21.8%ReducedHistory
SZZLSizzle Acquisition Corp. IIUSD CL A ORD SHS650,000$6.53M0.2%+650,000NewHistory
SOULSoulpower Acquisition Corp.USD CL A ORD SHS650,000$6.53M0.2%+650,000NewHistory
Hertz Corp428040DE6NOTE 8.000% 7/1–$6.53M0.2%–New–
Li Auto Inc.50202MAB8NOTE 0.250% 5/0–$6.52M0.2%–New–
ACIAlbertsons Companies, Inc.COMMON STOCK296,915$6.39M0.2%−66,708−18.3%ReducedHistory
Five9, Inc.338307AF8NOTE 1.000% 3/1–$6.36M0.2%–––
WENNUWEN Acquisition CorpUNIT 05/16/2030600,000$6.34M0.2%+600,000NewHistory
NCMINational CineMedia, Inc.COM NEW1,242,084$6.02M0.2%00.0%UnchangedHistory
TGNATegna IncCOM350,988$5.88M0.2%+38,000+12.1%AddedHistory
Cartesian Growth Corp IIIG19307118UNIT 02/28/2032550,000$5.57M0.2%+550,000New–
MGMMGM Resorts InternationalStock161,330$5.55M0.2%+147,059+1,030.5%AddedHistory
THCTenet Healthcare CorpCOM NEW30,015$5.28M0.1%−1,093−3.5%ReducedHistory
SIMASIM Acquisition Corp. ISHS CL A500,000$5.21M0.1%00.0%UnchangedHistory
NPACNew Providence Acquisition Corp. III/CaymanCOM500,000$5.10M0.1%+500,000NewHistory

Options (27)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Whitebox Advisors LLC in Q2 2025
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$525.2M$123.6M
IBITiShares Bitcoin Trust ETFETF$122.4M–
VanEck ETF Trust92189H607OIL SERVICES ETF$103.6M–
iShares Russell 2000 ETF464287655ETF$75.5M–
AAPLApple Inc.Stock$61.6M–
iShares Tr464287184CHINA LG-CAP ETF$36.8M–
MARAMARA Holdings, Inc.COM$20.1M–
RIVNRivian Automotive, Inc.Stock$20.0M–
SPDR Series Trust78468R556SP O&G EXPL PRO$18.9M–
LUMNLumen Technologies, Inc.Stock$18.8M–
NVDANVIDIA CorpStock$15.8M–
SRPTSarepta Therapeutics, Inc.COM$12.2M–
HTZHertz Global Holdings, IncCOM NEW$10.7M–
HLFHerbalife Ltd.COM SHS$8.36M–
XRXXerox Holdings CorpCOM NEW$7.91M–
RUNSunrun Inc.COM$7.87M–
MPTMedical Properties Trust IncCOM$6.46M–
AMCAMC Entertainment Holdings, Inc.CL A NEW$6.20M–
JBLUJetBlue Airways CorpCOM–$5.29M
BYNDBeyond Meat, Inc.COM$3.34M–
SABRSabre CorpCOM–$3.16M
SVCService Properties TrustCOM SH BEN INT–$2.99M
RIGTransocean Ltd.REGISTERED SHS$2.59M–
NIONIO Inc.ADR$1.72M–
NFENew Fortress Energy Inc.COM CL A$1.33M–
TEADTeads Holding Co.COM$1.24M–
WOLFWolfspeed, Inc.Stock$997.0K$239.3K

Sold out since Q1 2025 (58)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Whitebox Advisors LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
BERYBerry Global Group, Inc.COM2,037,826$142.3M4.7%History
INSMED Inc457669AB5NOTE 0.750% 6/0–$104.5M3.4%–
SPYSPDR S&P 500 ETF TrustETF136,000$76.1M2.5%History
Cinemark Hldgs Inc17243VAB8NOTE 4.500% 8/1–$64.5M2.1%–
ITCIIntra-Cellular Therapies, Inc.COM275,001$36.3M1.2%History
HCI Group, Inc.40416EAF0NOTE 4.750% 6/0–$30.2M1.0%–
Cryolife Inc228903AB6NOTE 4.250% 7/0–$21.4M0.7%–
Wayfair Inc.94419LAM3NOTE 0.625%10/0–$19.4M0.6%–
Tandem Diabetes Care Inc875372AD6NOTE 1.500% 3/1–$18.4M0.6%–
LivaNova PLC53802LAB8NOTE 2.500% 3/1–$15.5M0.5%–
Transocean Ltd.893830BW8DEB 4.625% 9/3–$8.84M0.3%–
Repligen Corp759916AD1NOTE 1.000%12/1–$8.62M0.3%–
Omeros Corp682143AG7NOTE 5.250% 2/1–$8.01M0.3%–
NVDANVIDIA CorpStock70,000$7.59M0.2%History
FERAUFifth Era Acquisition Corp IUNIT 99/99/9999750,000$7.55M0.2%History
Enovis CORP194014AB2NOTE 3.875%10/1–$4.59M0.2%–
ALDFUAldel Financial II Inc.UNIT 09/26/2031400,000$4.10M0.1%History
Willow Lane Acquisition Corp.G9675P128UNIT 99/99/9999400,000$4.05M0.1%–
Rithm Acquisition Corp.G75751126UNIT 99/99/9999400,000$4.04M0.1%–
TSLATesla, Inc.Stock15,000$3.89M0.1%History
NTWOUNewbury Street II Acquisition CorpUNIT 10/23/2029375,000$3.78M0.1%History
LPBBULaunch Two Acquisition Corp.UNIT 08/22/2029350,000$3.57M0.1%History
ITGRInteger Holdings CorpCOM28,832$3.40M0.1%History
GSHRUGesher Acquisition Corp. IIUNIT 03/11/2030300,000$3.01M0.1%History
Vine Hill Cap Invt Corp.G93Y09123UNIT 09/06/2026265,000$2.72M0.1%–
OACCUOaktree Acquisition Corp. III Life SciencesUNIT 10/04/2029250,000$2.61M0.1%History
RANGURange Capital Acquisition Corp.UNIT 12/11/2029250,000$2.57M0.1%History
BSIIBlack Spade Acquisition II CoCL A250,000$2.53M0.1%History
FACTUFACT II Acquisition Corp.UNIT 99/99/9999250,000$2.52M0.1%History
ATIIUArchimedes Tech SPAC Partners II Co.UNIT 10/15/2029250,000$2.52M0.1%History
NHICUNewHold Investment Corp. IIIUNIT 99/99/9999250,000$2.52M0.1%History
POLEUAndretti Acquisition Corp. IIUNIT 99/99/9999200,000$2.04M0.1%History
Jackson Acquisition Co IIG4992A201UNIT 99/99/9999175,000$1.80M0.1%–
UCFICN Healthy Food Tech Group Corp.COM150,000$1.57M0.1%History
NQPNuveen Pennsylvania Quality Municipal Income FundCOM128,019$1.44M<0.1%History
BKHABlack Hawk Acquisition CorpUSD CL A SHS125,000$1.32M<0.1%History
CAPNUCayson Acquisition CorpUNIT 99/99/9999125,000$1.31M<0.1%History
IPEXUInflection Point Acquisition Corp. VUNIT 01/23/2030125,000$1.27M<0.1%History
FVNNUFuture Vision II Acquisition Corp.UNIT 06/20/2029100,000$1.03M<0.1%History
FWRDForward Air CorpCOM41,136$826.4K<0.1%History
FLFoot Locker, Inc.COM54,579$769.6K<0.1%History
AALAmerican Airlines Group Inc.Stock50,000$527.5K<0.1%History
FMNFederated Hermes Premier Municipal Income FundCOM46,426$504.2K<0.1%History
SK Growth Opportunities CorpG8192N111*W EXP 06/28/202100,000$65.0K<0.1%–
ULYXUrgent.ly Inc.COM NEW15,435$62.5K<0.1%History
Aimfinity Investment Corp. IG0135E126*W EXP 04/21/202336,000$26.1K<0.1%–
Global Blockchain Acqui Corp37961B112RIGHT 05/09/2027225,000$22.3K<0.1%–
QVCGAOld QVC Group, Inc.COM SER A100,000$20.1K<0.1%History
Black Spade Acquisition II CG1153L117*W EXP 02/15/20283,333$18.3K<0.1%–
Marblegate Acquisition Corp.56608A113*W EXP 08/31/20281,375$13.0K<0.1%–
Bukit Jalil GBL AcquisitionG1676M121RIGHT 05/02/202450,000$13.0K<0.1%–
SMNRWSemnur Pharmaceuticals, Inc.*W EXP 03/28/202191,579$11.3K<0.1%History
Global Blockchain Acqui Corp37961B120*W EXP 05/09/202225,000$6.75K<0.1%–
AI Transn Acquisition CorpG01490104RIGHT 09/01/202820,000$3.10K<0.1%–
REEWFCartesian Growth Corp II*W EXP 07/12/20233,333$2.35K<0.1%History
Ocean Biomedical, Inc.67644C112*W EXP 02/14/20246,500$1.24K<0.1%–
Vast Renewables LimitedQ9379E113*W EXP 07/01/20234,875$1.18K<0.1%–
Heramba Elec PLCG4411J106*W EXP 07/26/20223,250$235<0.1%–