Wolf Hill Capital Management

Wolf Hill Capital Management as of Sept. 30, 2025

Portfolio Holdings for Wolf Hill Capital Management

Wolf Hill Capital Management holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Golar Lng SHS (GLNG) 10.6 $116M 2.9M 40.41
Nebius Group Shs Class A (NBIS) 9.6 $105M 938k 112.27
Western Digital (WDC) 6.7 $74M 613k 120.06
Floor & Decor Hldgs Cl A (FND) 6.6 $72M 977k 73.70
Wayfair Cl A (W) 6.4 $70M 784k 89.33
Sharkninja Com Shs (SN) 6.3 $69M 667k 103.15
Nextnav Common Stock (NN) 6.2 $68M 4.8M 14.30
Tempur-Pedic International (SGI) 5.6 $61M 725k 84.33
Rocket Cos Com Cl A (RKT) 4.5 $49M 2.5M 19.38
MasTec (MTZ) 3.7 $40M 188k 212.81
Carpenter Technology Corporation (CRS) 3.6 $40M 162k 245.54
Geo Group Inc/the reit (GEO) 3.4 $37M 1.8M 20.49
Henry Schein (HSIC) 3.0 $32M 486k 66.37
Appian Corp Cl A (APPN) 2.8 $30M 995k 30.57
Amrize SHS (AMRZ) 2.8 $30M 625k 48.53
James Hardie Inds Ord Shs (JHX) 2.7 $29M 1.5M 19.21
Digitalbridge Group Cl A New (DBRG) 1.9 $21M 1.8M 11.70
Nextdecade Corp (NEXT) 1.8 $20M 2.9M 6.79
Mbia (MBI) 1.7 $18M 2.5M 7.45
Ferroglobe SHS (GSM) 1.6 $18M 3.9M 4.55
Chemours (CC) 1.6 $17M 1.1M 15.84
Liberty Global Com Cl A (LBTYA) 1.3 $15M 1.3M 11.46
Daqo New Energy Corp Spnsrd Ads New (DQ) 1.1 $12M 413k 28.13
Green Plains Renewable Energy (GPRE) 1.0 $11M 1.3M 8.79
Rh (RH) 0.9 $10M 50k 203.16
Ambac Finl Group Com New (AMBC) 0.9 $9.7M 1.2M 8.34
Maplebear (CART) 0.8 $9.3M 252k 36.76
Tronox Holdings SHS (TROX) 0.4 $4.6M 1.2M 4.02
Frontier Group Hldgs (ULCC) 0.2 $2.5M 570k 4.42
Globalstar Com New (GSAT) 0.1 $1.2M 32k 36.39
Shift4 Pmts Cl A (FOUR) 0.1 $808k 10k 77.40
Destination Xl (DXLG) 0.0 $42k 32k 1.31