Wolf Hill Capital Management, Lp Top Holdings and 13F Report (2026) About Wolf Hill Capital Management, LpInvestment ActivityWolf Hill Capital Management, Lp has $1.20 billion in total holdings as of June 30, 2026.Wolf Hill Capital Management, Lp owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 42.01% of the portfolio was purchased this quarter.About 42.45% of the portfolio was sold this quarter.This quarter, Wolf Hill Capital Management, Lp has purchased 22 new stocks and bought additional shares in 7 stocks.Wolf Hill Capital Management, Lp sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings Silicon Motion Technology $182,928,504Wayfair $155,599,975LIBERTY GLOBAL LTD $135,359,259Hewlett Packard Enterprise $83,972,536Golar LNG $80,460,998 Largest New Holdings this Quarter 94419L101 - Wayfair $155,599,975 Holding88023U101 - SOMNIGROUP INTERNATIONAL INC $50,960,000 Holding03769M106 - Apollo Global Management $35,165,518 Holding399473206 - Groupon $30,960,408 Holding112463104 - Brookdale Senior Living $27,353,000 Holding Largest Purchases this Quarter Wayfair 1,683,618 shares (about $155.60M)Alaska Air Group 1,126,963 shares (about $58.83M)Floor & Decor 870,676 shares (about $51.68M)SOMNIGROUP INTERNATIONAL INC 650,000 shares (about $50.96M)Apollo Global Management 297,232 shares (about $35.17M) Largest Sales this Quarter NextNav 5,244,044 shares (about $93.50M)Chemours 2,216,432 shares (about $45.48M)MAPLEBEAR INC 561,697 shares (about $26.60M)Silicon Motion Technology 32,061 shares (about $10.69M)NextDecade 1,385,479 shares (about $10.45M) 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 PortfolioSectorSIMOSilicon Motion Technology$182,928,504$10,686,893 â–¼-5.5%548,79115.3%TechnologyWWayfair$155,599,975$155,599,975 â–²New Holding1,683,61813.0%Consumer DiscretionaryLIBERTY GLOBAL LTD$135,359,259$2,796,702 â–²2.1%11,904,94811.3%COM CL AHPEHewlett Packard Enterprise$83,972,536$11,143,162 â–²15.3%1,861,5067.0%TechnologyGLNGGolar LNG$80,460,998$5,858,941 â–²7.9%1,614,3866.7%EnergyALKAlaska Air Group$76,532,821$58,827,468 â–²332.3%1,466,1466.4%IndustrialsFNDFloor & Decor$67,579,698$51,683,327 â–²325.1%1,138,4725.7%Consumer DiscretionaryCCChemours$59,698,056$45,481,184 â–¼-43.2%2,909,2625.0%MaterialsNNNextNav$51,153,325$93,501,305 â–¼-64.6%2,868,9474.3%TechnologySOMNIGROUP INTERNATIONAL INC$50,960,000$50,960,000 â–²New Holding650,0004.3%COMAPOApollo Global Management$35,165,518$35,165,518 â–²New Holding297,2322.9%FinanceCWHCamping World$32,528,704$26,716,841 â–²459.7%4,263,2642.7%Consumer DiscretionaryMAPLEBEAR INC$31,091,431$26,596,353 â–¼-46.1%656,6302.6%COMGRPNGroupon$30,960,408$30,960,408 â–²New Holding1,286,8002.6%Consumer DiscretionaryBKDBrookdale Senior Living$27,353,000$27,353,000 â–²New Holding1,700,0002.3%HealthcareFFIVF5$22,877,800$22,877,800 â–²New Holding55,0001.9%TechnologyDAUCH CORP$19,975,508$849,298 â–²4.4%3,685,5181.7%COMPLAYDave & Buster's Entertainment$15,468,694$15,468,694 â–²New Holding1,356,9031.3%Consumer DiscretionaryMBIMBIA$13,809,451$2,787,489 â–¼-16.8%2,118,0141.2%FinanceAMPXAmprius Technologies$7,307,810$3,820,731 â–¼-34.3%527,2590.6%IndustrialsOCTAVE SPECIALTY GROUP INC$2,996,367$6,178,518 â–¼-67.3%480,1870.3%COM NEWCHENIERE ENERGY INC$2,925,482$2,925,482 â–²New Holding12,2400.2%COM NEWNEXTNextDecade$2,826,716$10,446,512 â–¼-78.7%374,8960.2%EnergyGSMFerroglobe$2,401,088$319,991 â–¼-11.8%755,0590.2%MaterialsMADISON AIR SOLUTIONS CORP$1,950,000$1,950,000 â–²New Holding50,0000.2%COM SHS CL ADOORDASH INC$1,219,743$1,219,743 â–²New Holding6,6100.1%CL ACSGPCoStar Group$824,112$6,870,432 â–¼-89.3%29,1000.1%Real EstateIWMiShares Russell 2000 ETF$0$223,200,000 â–¼-100.0%00.0%ETFRKTRocket Companies$0$41,780,815 â–¼-100.0%00.0%FinanceOLNOlin$0$18,834,431 â–¼-100.0%00.0%MaterialsTFXTeleflex$0$11,298,839 â–¼-100.0%00.0%HealthcareTEXTerex$0$5,910,000 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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