WOLF HILL CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKT | 7.22M | $139.81M |
 | NN | 5.15M | $85.72M |
 | NEXT | 3.70M | $19.49M |
 | MBI | 2.56M | $18.33M |
 | GLNG | 2.12M | $78.73M |
 | CPNG | 1.90M | $44.75M |
 | AMBC | 1.89M | $14.70M |
 | GSM | 1.53M | $7.11M |
 | W | 1.27M | $127.82M |
 | LBTYA | 844K | $9.40M |
 | NCNO | 671K | $17.21M |
 | WDC | 590K | $101.71M |
 | SIMO | 581K | $53.89M |
 | FND | 548K | $33.39M |
 | GEO | 398K | $6.42M |
 | TFX | 388K | $47.41M |
 | TROX | 255K | $1.06M |
 | CART | 193K | $8.69M |
 | SN | 177K | $19.84M |
 | MTZ | 96K | $20.96M |
Rocket Companies, Inc.
RKT
Shares Held
7.22M
Value
$139.81M
NextNav Inc.
NN
Shares Held
5.15M
Value
$85.72M
NextDecade Corporation
NEXT
Shares Held
3.70M
Value
$19.49M
MBIA Inc.
MBI
Shares Held
2.56M
Value
$18.33M
Golar LNG Limited
GLNG
Shares Held
2.12M
Value
$78.73M
Coupang, Inc.
CPNG
Shares Held
1.90M
Value
$44.75M
Ambac Financial Group, Inc.
AMBC
Shares Held
1.89M
Value
$14.70M
Ferroglobe PLC
GSM
Shares Held
1.53M
Value
$7.11M
Wayfair Inc.
W
Shares Held
1.27M
Value
$127.82M
Liberty Global plc
LBTYA
Shares Held
844K
Value
$9.40M
nCino, Inc.
NCNO
Shares Held
671K
Value
$17.21M
Western Digital Corporation
WDC
Shares Held
590K
Value
$101.71M
Silicon Motion Technology Corporation
SIMO
Shares Held
581K
Value
$53.89M
Floor & Decor Holdings, Inc.
FND
Shares Held
548K
Value
$33.39M
The GEO Group, Inc.
GEO
Shares Held
398K
Value
$6.42M
Teleflex Incorporated
TFX
Shares Held
388K
Value
$47.41M
Tronox Holdings plc
TROX
Shares Held
255K
Value
$1.06M
Instacart (Maplebear Inc.)
CART
Shares Held
193K
Value
$8.69M
SharkNinja, Inc.
SN
Shares Held
177K
Value
$19.84M
MasTec, Inc.
MTZ
Shares Held
96K
Value
$20.96M