Wolf Hill Capital Management, Lp Top Holdings and 13F Report (2025) About Wolf Hill Capital Management, LpInvestment ActivityWolf Hill Capital Management, Lp has $1.32 billion in total holdings as of June 30, 2025.Wolf Hill Capital Management, Lp owns shares of 39 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 59.89% of the portfolio was purchased this quarter.About 69.76% of the portfolio was sold this quarter.This quarter, Wolf Hill Capital Management, Lp has purchased 32 new stocks and bought additional shares in 7 stocks.Wolf Hill Capital Management, Lp sold shares of 14 stocks and completely divested from 9 stocks this quarter.Largest Holdings Golar LNG $154,511,351SharkNinja $118,858,481Floor & Decor $79,828,187Shift4 Payments $79,217,136Geo Group $78,148,563 Largest New Holdings this Quarter 339750101 - Floor & Decor $79,828,187 Holding82452J109 - Shift4 Payments $79,217,136 HoldingN97284108 - Yandex $71,929,000 Holding47030M106 - James Hardie Industries $58,482,254 Holding565394103 - MAPLEBEAR INC $53,017,299 Holding Largest Purchases this Quarter Golar LNG 2,132,993 shares (about $87.86M)Floor & Decor 1,050,924 shares (about $79.83M)Shift4 Payments 799,285 shares (about $79.22M)Yandex 1,300,000 shares (about $71.93M)James Hardie Industries 2,174,870 shares (about $58.48M) Largest Sales this Quarter Geo Group 5,117,535 shares (about $122.56M)KBR 1,876,099 shares (about $89.94M)DraftKings 1,350,703 shares (about $57.93M)Carpenter Technology 205,562 shares (about $56.81M)LIBERTY GLOBAL LTD 3,750,178 shares (about $37.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWolf Hill Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLNGGolar LNG$154,511,351$87,857,981 ▲131.8%3,751,18611.7%EnergySNSharkNinja$118,858,481$47,090,731 ▲65.6%1,200,7129.0%Retail/WholesaleFNDFloor & Decor$79,828,187$79,828,187 ▲New Holding1,050,9246.1%Retail/WholesaleFOURShift4 Payments$79,217,136$79,217,136 ▲New Holding799,2856.0%Business ServicesGEOGeo Group$78,148,563$122,564,964 ▼-61.1%3,262,9885.9%Business ServicesYNDXYandex$71,929,000$71,929,000 ▲New Holding1,300,0005.5%Computer and TechnologyJHXJames Hardie Industries$58,482,254$58,482,254 ▲New Holding2,174,8704.4%ConstructionNNNextNav$56,414,040$20,685,209 ▼-26.8%3,711,4504.3%Business ServicesDKNGDraftKings$53,895,231$57,931,652 ▼-51.8%1,256,5924.1%Consumer DiscretionaryMAPLEBEAR INC$53,017,299$53,017,299 ▲New Holding1,171,9124.0%COMNEXTNextDecade$51,611,148$5,011,510 ▲10.8%5,792,4973.9%EnergyRKTRocket Companies$49,372,888$49,372,888 ▲New Holding3,481,8683.8%FinanceAMRIZE LTD$47,072,500$47,072,500 ▲New Holding950,0003.6%SHSUNHUnitedHealth Group$46,795,500$46,795,500 ▲New Holding150,0003.6%MedicalHSICHenry Schein$36,525,000$36,525,000 ▲New Holding500,0002.8%MedicalMTZMasTec$29,825,250$4,260,750 ▲16.7%175,0002.3%ConstructionSTXSeagate Technology$28,866,000$28,866,000 ▲New Holding200,0002.2%Computer and TechnologyGSMFerroglobe$28,191,358$1,835,000 ▲7.0%7,681,5692.1%Basic MaterialsWDCWestern Digital$23,996,250$23,996,250 ▲New Holding375,0001.8%Computer and TechnologyVSTVistra$21,320,263$13,015,117 ▼-37.9%110,0061.6%UtilitiesWWayfair$20,222,802$2,844,049 ▲16.4%395,4401.5%Retail/WholesaleDBRGDigitalBridge Group$18,640,433$12,973,963 ▲229.0%1,801,0081.4%FinanceDIGITALOCEAN HLDGS INC$15,858,565$15,858,565 ▲New Holding761,5001.2%COMLIBERTY GLOBAL LTD$14,323,970$37,539,283 ▼-72.4%1,430,9661.1%COM CL AGTLSChart Industries$13,609,146$13,609,146 ▲New Holding82,6551.0%IndustrialsKBRKBR$11,097,726$89,940,182 ▼-89.0%231,4920.8%ConstructionFLSFlowserve$11,042,238$11,042,238 ▲New Holding210,9310.8%IndustrialsMBIMBIA$10,719,014$3,708,478 ▼-25.7%2,469,8190.8%FinanceAPPNAppian$7,465,000$7,465,000 ▲New Holding250,0000.6%Computer and TechnologyGPREGreen Plains$6,515,487$1,462,275 ▼-18.3%1,080,5120.5%Basic MaterialsAMBCAmbac Financial Group$4,923,4520.0%693,4440.4%FinancePENNPENN Entertainment$4,698,166$4,236,834 ▼-47.4%262,9080.4%Consumer DiscretionaryNFENew Fortress Energy$3,537,075$3,537,075 ▲New Holding1,065,3840.3%EnergyVALValaris$2,856,237$14,557,511 ▼-83.6%67,8280.2%EnergyASTLAlgoma Steel Group$1,472,4760.0%213,7120.1%Basic MaterialsGLOBALSTAR INC$753,200$4,291,683 ▼-85.1%31,9830.1%COM NEWPSNParsons$578,179$8,923,449 ▼-93.9%8,0560.0%Business ServicesCRSCarpenter Technology$271,682$56,813,322 ▼-99.5%9830.0%Basic MaterialsDXLGDestination XL Group$84,360$1,520,627 ▼-94.7%76,0000.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$0$223,756,000 ▼-100.0%00.0%FinanceQQQInvesco QQQ$0$71,427,770 ▼-100.0%00.0%FinanceTPXTempur Sealy International$0$53,892,000 ▼-100.0%00.0%Retail/WholesaleGE VERNOVA INC$0$49,415,368 ▼-100.0%00.0%COMRHRH$0$33,989,450 ▼-100.0%00.0%Consumer StaplesMIDDMiddleby$0$22,487,569 ▼-100.0%00.0%IndustrialsLSTRLandstar System$0$13,128,081 ▼-100.0%00.0%TransportationLDOSLeidos$0$11,909,804 ▼-100.0%00.0%Computer and TechnologyAMENTUM HOLDINGS INC$0$1,162,197 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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