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Midas Edge

13-F holdings, Q2 2026

Wolf Hill Capital Management, LP

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$1B
Positions
26
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. SIMO$182.9M
    548,791 shares17.7% of the book
  2. LBTYA$114.9M
    10,101,148 shares11.1% of the book
  3. W$97M
    1,049,318 shares9.4% of the book
  4. HPE$84M
    1,861,506 shares8.1% of the book
  5. GLNG$80.5M
    1,614,386 shares7.8% of the book
  6. CC$59.7M
    2,909,262 shares5.8% of the book
  7. SGI$51M
    650,000 shares4.9% of the book
  8. NN$48.8M
    2,738,547 shares4.7% of the book
  9. ALK$38M
    728,446 shares3.7% of the book
  10. FND$37.9M
    638,372 shares3.7% of the book

What changed this quarter

9 new positions and 4 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • W

    WAYFAIR INC

    +$97M

    New

  • SGI

    SOMNIGROUP INTERNATIONAL INC

    +$51M

    New

  • APO

    APOLLO GLOBAL MGMT INC

    +$35.2M

    New

  • BKD

    BROOKDALE SR LIVING INC

    +$27.4M

    New

  • GRPN

    GROUPON INC

    +$24.1M

    New

Largest sells

  • NN

    NEXTNAV INC

    −$76.7M

    -61.1% shares

  • RKT

    ROCKET COS INC

    −$41.8M

    Sold out, was 5.9% of the book

  • OLN

    OLIN CORP

    −$18.8M

    Sold out, was 2.7% of the book

  • CC

    CHEMOURS CO

    −$16M

    -21.2% shares

  • TFX

    TELEFLEX INCORPORATED

    −$11.3M

    Sold out, was 1.6% of the book

What was sold out, by size

  • 4 real positions, 0.25% of the book or more

Not counted as trades: MAIR (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.