Institutions / Wolf Hill Capital Management, LP
Wolf Hill Capital Management, LP
CIK 1785988 · Institution · as of Dec 31, 2025
Portfolio value
$858.59M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Rocket Companies, Inc. | $139.81M | 16.3% |
| Wayfair Inc. | $127.82M | 14.9% |
| Western Digital Corp | $101.71M | 11.8% |
| Nextnav Inc. | $85.72M | 10.0% |
| Golar Lng Ltd | $78.73M | 9.2% |
| Silicon Motion Technology CORPSIMO | $53.89M | 6.3% |
| Teleflex Inc | $47.41M | 5.5% |
| Coupang, Inc. | $44.75M | 5.2% |
| FLOOR & DECOR HOLDINGS INC | $33.39M | 3.9% |
| Mastec Inc | $20.96M | 2.4% |
| Sharkninja Inc | $19.84M | 2.3% |
| NextDecade Corp | $19.49M | 2.3% |
| Mbia Inc | $18.33M | 2.1% |
| nCino Inc. | $17.21M | 2.0% |
| Octave Specialty Group Inc | $14.70M | 1.7% |
| Liberty Global Ltd | $9.40M | 1.1% |
| Maplebear Inc | $8.69M | 1.0% |
| Ferroglobe PLC | $7.11M | 0.8% |
| Geo Group Inc | $6.42M | 0.7% |
| Appian Corp | $1.72M | 0.2% |
| Tronox Holdings PLC | $1.06M | 0.1% |
| James Hardie Industries PLC | $428.7K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.