WHITEBOX ADVISORS LLC

Q3 2022 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2022
Date filed
11/14/2022
Form type
13F-HR
Num holdings
949
Total value ($000)
$3,601,135
Net value change ($000)
+358,183 (11.0%)
New positions
48
Sold out positions
32
Turnover %
23.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TFPM 37,183 NEW
VCIT 18,163 NEW
NE 16,701 NEW
GPOR 8,921 16.9%
BLCO 8,616 NEW
EXE 5,779 31.6%
VAL 5,559 15.2%
AAPL 4,176 152.7%
Acropolis Infrastructure Acquisition Corp. 3,940 NEW
AIMTF 3,455 NEW
Top Reduces (Value $000, Stocks/ETFs)
NIELSEN HLDGS PLC -20,004 -100.0%
NOBLE CORP NEW -14,262 -100.0%
GRFS -12,846 -60.2%
HTZ -11,011 -100.0%
CNNE -10,622 -100.0%
RedBall Acquisition Corp. -3,940 -100.0%
CYH -3,028 -55.7%
Isleworth Healthcare Acquisition Corp. -2,749 -100.0%
QTI -2,508 -100.0%
MOBX -2,495 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type