Whitefort Capital Management, LP OABI OMNIAB INC

Ownership history in Whitefort Capital Management, LP  ·  5 quarters on record

AI Ownership Summary

Whitefort Capital Management, LP reported OMNIAB INC (OABI) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 6.73% in 2025 Q4. The latest visible filing shows OABI at 6.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OABI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitefort Capital Management, LP's position in OMNIAB INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OABI was reported at 6.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.73% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Whitefort Capital Management, LP held OABI — position size vs. price
% of Fund (quarterly)    OABI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 14,223,658 0% 6.59% $22.3M 2026-05-15 $2.18
2025 Q4 UNCHANGED 14,223,658 0% 6.73% $26.3M 2026-02-17 $1.71
2025 Q3 ADDED 14,223,658 +3,983,512 +38.9% 6.73% $22.8M 2025-11-14 $1.56
2025 Q2 ADDED 10,240,146 +6,325,250 +161.6% 5.23% $17.8M 2025-08-14 $2.00
2025 Q1 INITIATED 3,914,896 4.42% $9.40B 2025-05-15 $1.55

FAQ About Whitefort Capital Management, LP and OABI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitefort Capital Management, LP reported owning OABI?

Whitefort Capital Management, LP reported OABI across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported OABI position in Whitefort Capital Management, LP's portfolio?

The largest reported portfolio weight for OABI was 6.73% in 2025 Q4.

What is the latest reported OABI position on this page?

The most recent filing on this page is 2026 Q1, when Whitefort Capital Management, LP reported 14,223,658 shares, equal to 6.59% of portfolio, with an estimated market value of $22.3M.

What does the chart on this OABI ownership page compare?

The chart compares Whitefort Capital Management, LP's quarterly OABI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Whitefort Capital Management, LP time their OABI position?

Based on 13F filing dates vs. subsequent OABI price moves, Whitefort Capital Management, LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on OABI relative to SPY over the holding period was +11.1%.

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