EdgeMarket › What Wolf Hill Capital Management, Lp reported owning

What Wolf Hill Capital Management, Lp reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.0B

Positions

26

Quarter

2026-03-31

Shown below

20
largest by value
holdingvalue% of booksharesprice1y
LBTYA
Liberty Global Ltd.
116.7M11.3%9.7M10.65-6.0%
NN
NEXTNAV INC.
112.8M10.9%7.0M17.55+23.6%
CC
Chemours Co
81.3M7.9%3.7M15.97+11.4%
GLNG
GOLAR LNG LTD
81.0M7.9%1.5M52.00+24.8%
SIMO
Silicon Motion Technology CORP
65.2M6.3%580.9K258.36+248.5%
RKT
Rocket Companies, Inc.
41.8M4.1%2.9M13.93-21.6%
HPE
Hewlett Packard Enterprise Co
38.4M3.7%1.6M53.45+154.0%
CART
Maplebear Inc.
26.9M2.6%718.3K49.83+9.5%
DCH
Dauch Corp
20.9M2.0%3.5M6.88+22.6%
OLN
OLIN Corp
18.8M1.8%633.5K18.40-13.5%
MBI
MBIA INC
15.0M1.5%2.5M4.90-32.2%
FND
Floor & Decor Holdings, Inc.
13.6M1.3%267.8K54.26-33.8%
AMPX
Amprius Technologies, Inc.
13.5M1.3%802.9K10.34+53.4%
NEXT
NextDecade Corp
13.5M1.3%1.8M7.12-29.0%
ALK
ALASKA AIR GROUP, INC.
12.5M1.2%339.2K40.41-27.7%
TFX
TELEFLEX INC
11.3M1.1%94.5K138.83+10.5%
OSG
OCTAVE SPECIALTY GROUP INC
6.8M0.7%1.5M4.55-46.4%
TEX
TEREX CORP
5.9M0.6%100.0K66.48+33.8%
CWH
Camping World Holdings, Inc.
5.2M0.5%761.7K6.54-62.2%
GSM
Ferroglobe PLC
3.5M0.3%855.7K4.08-1.2%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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