Wolf Hill Capital Management, LP 13F Holdings

CIK 0001785988

As of Sep 30, 2025, Wolf Hill Capital Management, LP reported 32 positions worth $2.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GOLAR LNG LTDGLNGEnergy5,715,344$231.0M10.58%
NEBIUS GROUP NVNBISCommunication Services1,875,376$210.5M9.65%
WESTERN DIGITAL CORPWDCTechnology1,225,312 47.1M6.74%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical1,953,202 44.0M6.60%
WAYFAIR INCWConsumer Cyclical1,567,200 40.0M6.41%
SHARKNINJA INCSNConsumer Cyclical1,333,838 37.6M6.30%
NEXTNAV INCNNTechnology9,505,890 35.9M6.23%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical1,450,000 22.3M5.60%
ROCKET COMPANIES INCRKTFinancial Services5,035,996$97.6M4.47%
MASTEC INCMTZIndustrials375,064$79.8M3.66%
CARPENTER TECHNOLOGY CORPCRSIndustrials323,576$79.5M3.64%
GEO GROUP INCGEOIndustrials3,600,082$73.8M3.38%
HENRY SCHEIN INCHSICHealthcare971,876$64.5M2.96%
APPIAN CORPAPPNTechnology1,990,420$60.8M2.79%
AMRIZE LTDAMRZBasic Materials1,250,000$60.7M2.78%
James Hardie Industries Plc - US ADR——3,041,324$58.4M2.68%
DIGITALBRIDGE GROUP INCDBRGReal Estate3,520,286$41.2M1.89%
NEXTDECADE CORPNEXTEnergy5,875,116$39.9M1.83%
MBIA INCMBIFinancial Services4,900,328$36.5M1.67%
FERROGLOBE PLCGSMBasic Materials7,836,464$35.7M1.63%
CHEMOURS COCCBasic Materials2,149,674$34.1M1.56%
LIBERTY GLOBAL LTDLBTYACommunication Services2,562,560$29.4M1.35%
DAQO NEW ENERGY CORPDQTechnology826,406$23.2M1.07%
GREEN PLAINS INCGPREBasic Materials2,583,630$22.7M1.04%
RHRHConsumer Cyclical100,000$20.3M0.93%