Whetstone Capital Advisors, LLC

Whetstone Capital Advisors, LLC employs a value-oriented, research-intensive investment process centered on identifying businesses with discernible competitive advantages in industries benefiting from secular growth. Whetstone Capital Advisors, LLC focuses research efforts within specific circles of competence including software, payments, internet technology, and media. The long portfolio is typically concentrated in 15–20 high-conviction ideas. The short portfolio tends to be more diversified and includes both stand-alone shorts based on fundamental research and positions that are hedges against the longs.

David Atterbury

David Atterbury is the Portfolio Manager and Managing Partner of Whetstone Capital Advisors, LLC. Before forming Whetstone, David worked for DS Advisors and the 1818 Partners Fund at Brown Brothers Harriman. Prior to Brown Brothers Harriman, David served as a principal at Return Holdings, an Associate at Ashkenazy Acquisition Corp and an analyst at Merrill Lynch. David received a BA degree in History from Dartmouth College and an MBA from Columbia University, where he participated in the value investing curriculum at the Heilbrunn Center for Graham & Dodd Investing.

Andrew Carlson

Andrew Carlson is a key member of the investment team at Whetstone. Before joining Whetstone in 2011, Andrew received his BA degree in History from DePaul University and his MBA from the University of Kansas.

Jordan Hulet

Jordan Hulet joined Whetstone in the summer of 2021. Prior to Whetstone, Jordan worked as a financial analyst at RedTire in addition to summer analyst internships at Security Benefit and Meritage Portfolio Management. Jordan graduated from the University of Kansas with a B.S. in Finance and a B.S. in Mechanical Engineering.

Jonathan Huhn

Jonathan Huhn joined Whetstone in the summer of 2021. Prior to Whetstone, Jonathan worked as an analyst on the asset management team of the Kansas State University Foundation. Jonathan graduated from Kansas State University with a B.S.B.A in Finance and a minor in Entrepreneurship.

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Companies with fund stakes involved in activist actions such as 13D filing(s) or proxy campaign(s).