Wolf Hill Capital Management, LP 13F 持仓 · 2026年Q2
Wolf Hill Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 11.96 亿美元。前几大持仓：SIMO（15.30%）、W（13.01%）、LBTYA（11.32%）。本季前 25 大持仓中：新建仓 9 只、增持 7 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SIMO | SILICON MOTION TECHNOLOGY CO | $182.9M | 15.30% | 548,791 | 减持 |
| 2 | W | WAYFAIR INC | $155.6M | 13.01% | 1.7M | 新建仓 |
| 3 | LBTYA | LIBERTY GLOBAL LTD | $135.4M | 11.32% | 11.9M | 增持 |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE C | $84.0M | 7.02% | 1.9M | 增持 |
| 5 | GLNG | GOLAR LNG LTD | $80.5M | 6.73% | 1.6M | 增持 |
| 6 | ALK | ALASKA AIR GROUP INC | $76.5M | 6.40% | 1.5M | 增持 |
| 7 | FND | FLOOR & DECOR HLDGS INC | $67.6M | 5.65% | 1.1M | 增持 |
| 8 | CC | CHEMOURS CO | $59.7M | 4.99% | 2.9M | 减持 |
| 9 | NN | NEXTNAV INC | $51.2M | 4.28% | 2.9M | 减持 |
| 10 | SGI | SOMNIGROUP INTERNATIONAL INC | $51.0M | 4.26% | 650,000 | 新建仓 |
| 11 | APO | APOLLO GLOBAL MGMT INC | $35.2M | 2.94% | 297,232 | 新建仓 |
| 12 | CWH | CAMPING WORLD HLDGS INC | $32.5M | 2.72% | 4.3M | 增持 |
| 13 | CART | MAPLEBEAR INC | $31.1M | 2.60% | 656,630 | 减持 |
| 14 | GRPN | GROUPON INC | $31.0M | 2.59% | 1.3M | 新建仓 |
| 15 | BKD | BROOKDALE SR LIVING INC | $27.4M | 2.29% | 1.7M | 新建仓 |
| 16 | FFIV | F5 INC | $22.9M | 1.91% | 55,000 | 新建仓 |
| 17 | DCH | DAUCH CORP | $20.0M | 1.67% | 3.7M | 增持 |
| 18 | PLAY | DAVE & BUSTERS ENTMT INC | $15.5M | 1.29% | 1.4M | 新建仓 |
| 19 | MBI | MBIA INC | $13.8M | 1.15% | 2.1M | 减持 |
| 20 | AMPX | AMPRIUS TECHNOLOGIES INC | $7.3M | 0.61% | 527,259 | 减持 |
| 21 | OSG | OCTAVE SPECIALTY GROUP INC | $3.0M | 0.25% | 480,187 | 减持 |
| 22 | LNG | CHENIERE ENERGY INC | $2.9M | 0.24% | 12,240 | 新建仓 |
| 23 | NEXT | NEXTDECADE CORP | $2.8M | 0.24% | 374,896 | 减持 |
| 24 | GSM | FERROGLOBE PLC | $2.4M | 0.20% | 755,059 | 减持 |
| 25 | MAIR | MADISON AIR SOLUTIONS CORP | $1.9M | 0.16% | 50,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR