Wolf Hill Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Wolf Hill Capital Management, LP disclosed 20 US equity positions worth $704.8m in its Q1 2026 13F filing. The largest position was LIBERTY GLOBAL LTD at 16.6% of the reported book, followed by NN and CC.
What did Wolf Hill Capital Management, LP own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LIBERTY GLOBAL LTD | 16.6% | $116.7m | 9,655,876 | – | ||
| 2 | NN NEXTNAV INC | Technology | 16.0% | $112.8m | 7,040,191 | – | |
| 3 | CC CHEMOURS CO | Basic Materials | 11.5% | $81.3m | 3,689,794 | – | |
| 4 | GLNG GOLAR LNG LTD | Energy | 11.5% | $81.0m | 1,496,831 | – | |
| 5 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 9.3% | $65.2m | 580,852 | – | |
| 6 | RKT ROCKET COS INC | Financial Services | 5.9% | $41.8m | 2,931,987 | – | |
| 7 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 5.5% | $38.4m | 1,614,484 | – | |
| 8 | CART MAPLEBEAR INC | Consumer Cyclical | 3.8% | $26.9m | 718,327 | – | |
| 9 | DCH DAUCH CORP | Consumer Cyclical | 3.0% | $20.9m | 3,528,821 | – | |
| 10 | OLN OLIN CORP | Basic Materials | 2.7% | $18.8m | 633,516 | – | |
| 11 | MBI MBIA INC | Financial Services | 2.1% | $15.0m | 2,545,543 | – | |
| 12 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 1.9% | $13.6m | 267,796 | – | |
| 13 | AMPX AMPRIUS TECHNOLOGIES INC | Industrials | 1.9% | $13.5m | 802,925 | – | |
| 14 | NEXT NEXTDECADE CORP | Energy | 1.9% | $13.5m | 1,760,375 | – | |
| 15 | ALK ALASKA AIR GROUP INC | Industrials | 1.8% | $12.5m | 339,183 | – | |
| 16 | TFX TELEFLEX INCORPORATED | Healthcare | 1.6% | $11.3m | 94,464 | – | |
| 17 | OSG OCTAVE SPECIALTY GROUP INC | Financial Services | 1.0% | $6.8m | 1,470,334 | – | |
| 18 | TEX TEREX CORP NEW | Industrials | 0.8% | $5.9m | 100,000 | – | |
| 19 | CWH CAMPING WORLD HLDGS INC | Consumer Cyclical | 0.7% | $5.2m | 761,712 | – | |
| 20 | GSM FERROGLOBE PLC | Basic Materials | 0.5% | $3.5m | 855,685 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.