StockDriftsStockDriftsTop 25 Wolf Hill Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SIMO | SILICON MOTION TECHNOLOGY CO | 17.7% | 548.8K | $182.9M | -5.52%(-32.06K) | $93.75(+165.71%) | 2026-06-30 | |
| LBTYA | LIBERTY GLOBAL LTD | 11.11% | 10.10M | $114.9M | +4.61%(+445.27K) | $11.65(-11.22%) | 2026-06-30 | |
| W | WAYFAIR INC | 9.39% | 1.05M | $97.0M | new | $71.67(+42.83%) | 2026-06-30 | |
| HPE | HEWLETT PACKARD ENTERPRISE C | 8.13% | 1.86M | $84.0M | +15.30%(+247.02K) | $25.23(+144.84%) | 2026-06-30 | |
| GLNG | GOLAR LNG LTD | 7.79% | 1.61M | $80.5M | +7.85%(+117.56K) | $40.78(+28.45%) | 2026-06-30 | |
| CC | CHEMOURS CO | 5.78% | 2.91M | $59.7M | -21.15%(-780.53K) | $15.96(-4.57%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 4.93% | 650.0K | $51.0M | new | $58.28(+11.26%) | 2026-06-30 | |
| NN | NEXTNAV INC | 4.73% | 2.74M | $48.8M | -61.10%(-4.30M) | $12.18(+60.17%) | 2026-06-30 | |
| ALK | ALASKA AIR GROUP INC | 3.68% | 728.4K | $38.0M | +114.76%(+389.26K) | $43.36(+10.60%) | 2026-06-30 | |
| FND | FLOOR & DECOR HLDGS INC | 3.67% | 638.4K | $37.9M | +138.38%(+370.58K) | $64.35(-8.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.40% | +83.39% | +29.39% | +262.70% |
| Top 20 Holdings Unweighted | +31.68% | +128.35% | +23.23% | +184.18% |
Wolf Hill Capital Management LP reports $1.20B in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are SIMO (17.7%), LBTYA (11.1%) and W (9.4%). The top 20 holdings account for 98.63% of reported assets. Its disclosed equity book has returned +83.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wolf Hill Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1785988). View Wolf Hill Capital Management LP’s 13F filings on SEC