Ownership history in Whitefort Capital Management, LP Β· 6 quarters on record
This page tracks every 13F SEC filing in which Whitefort Capital Management, LP reported a position in INNOVATE CORP (VATE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Whitefort Capital Management, LP outperformed the S&P 500 by +20.3% annually on this VATE position. Average cost basis: $6.05. Maximum drawdown during holding period: β42.3%.
π₯ Exceptional β beat the S&P 500 by 20.3% per year on this position.
5 quarters analyzed
Best entry: $3.70 (2024 Q3) Β· Worst: $7.83 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 0 trims. Bought during 0 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.86% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size