§ 13F · FUND PROFILE
Wolf Hill Capital Management, LP.
AUM · $1.2B (13F)Positions · 34Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$279M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SIMO | SILICON MOTION TECHNOLOGY CO | 549K | $183M | 15.3% | −6% |
| 2 | LBTYA | LIBERTY GLOBAL LTD | 10.10M | $115M | 9.6% | +2% |
| 3 | W | WAYFAIR INC | 1.05M | $97M | 8.1% | NEW |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE C | 1.86M | $84M | 7.0% | +15% |
| 5 | GLNG | GOLAR LNG LTD | 1.61M | $80M | 6.7% | +8% |
| 6 | CC | CHEMOURS CO | 2.91M | $60M | 5.0% | −43% |
| 7 | W | WAYFAIR INC | 634K | $59M | 4.9% | — |
| 8 | SGI | SOMNIGROUP INTERNATIONAL INC | 650K | $51M | 4.3% | NEW |
| 9 | NN | NEXTNAV INC | 2.74M | $49M | 4.1% | −65% |
| 10 | ALK | ALASKA AIR GROUP INC | 738K | $39M | 3.2% | +332% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOLF SIGNAL
AC read
Wolf Hill Capital Management, LP is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 34 positions.
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