Wolf Hill Capital Management, LP
CIK 1785988
13F filing for Q2 2026・No. 2,291
- Holdings
- US$1.2B
- Quarter change
- +US$165.16M
- Entries
- 34
- Net bought (estimate)
- +US$157.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 4
- Cut 9
- Added 7
- Corporate actions 0
- Unchanged 0
Largest holdings
26 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SILICON MOTION TECHNOLOGY COSPONSORED ADR | Cut | 548,791 | US$182.93M | 17.70% |
| LIBERTY GLOBAL LTDCOM CL A | Added | 10,101,148 | US$114.85M | 11.11% |
| WWAYFAIR INCCL A | New | 1,049,318 | US$96.98M | 9.39% |
| HPEHEWLETT PACKARD ENTERPRISE CCOM | Added | 1,861,506 | US$83.97M | 8.13% |
| GLNGGOLAR LNG LTDSHS | Added | 1,614,386 | US$80.46M | 7.79% |
| CCCHEMOURS COCOM | Cut | 2,909,262 | US$59.7M | 5.78% |
| SGISOMNIGROUP INTERNATIONAL INCCOM | New | 650,000 | US$50.96M | 4.93% |
| NEXTNAV INCCOMMON STOCK | Cut | 2,738,547 | US$48.83M | 4.73% |
| ALKALASKA AIR GROUP INCCOM | Added | 728,446 | US$38.02M | 3.68% |
| FNDFLOOR & DECOR HLDGS INCCL A | Added | 638,372 | US$37.89M | 3.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.