Wolf Hill Capital Management, LP
GREENWICH CT · SEC CIK 0001785988
$10.31亿2026Q1 申报市值
26持仓数
79.5%前十大占比 · 第一大 21.7%
12 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LBTYA 加仓+$1.07亿
CC 重新持有+$5,760.75万
HPE 新建仓+$3,844.09万
NN 加仓+$3,025.90万
DCH 新建仓+$2,092.59万
2026Q1 卖出最多 按季末市值估算
WDC 清仓-$1.02亿
RKT 减仓-$6,112.92万
CPNG 清仓-$4,474.71万
TFX 减仓-$3,516.25万
GLNG 减仓-$3,349.36万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| W | WAYFAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -590,395 | -100.0% | -$1.02亿 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -1,896,868 | -100.0% | -$4,474.71万 | 清仓 |
| GLNG | GOLAR LNG LTD 看涨期权 | $0 | 0.00% | 0 | -637,300 | -100.0% | -$2,371.39万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -96,439 | -100.0% | -$2,096.29万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -177,322 | -100.0% | -$1,984.23万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -671,156 | -100.0% | -$1,720.84万 | 清仓 |
| GEO | GEO GROUP INC NEW | $0 | 0.00% | 0 | -398,100 | -100.0% | -$641.74万 | 清仓 |
| APPN | APPIAN CORP | $0 | 0.00% | 0 | -48,548 | -100.0% | -$171.96万 | 清仓 |
| TROX | TRONOX HOLDINGS PLC | $0 | 0.00% | 0 | -254,652 | -100.0% | -$106.19万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -20,662 | -100.0% | -$42.87万 | 清仓 |
| GSM | FERROGLOBE PLC | $352.54万 | 0.34% | 855,685 | -677,384 | -44.2% | -$279.08万 | 减仓 |
| CWH | CAMPING WORLD HLDGS INC | $520.25万 | 0.50% | 761,712 | 761,712 | — | $520.25万 | 新建仓 |
| TEX | TEREX CORP NEW | $591.00万 | 0.57% | 100,000 | 100,000 | — | $591.00万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $683.71万 | 0.66% | 1,470,334 | -418,639 | -22.2% | -$194.67万 | 减仓 |
| CSGP | COSTAR GROUP INC 看涨期权 | $1,096.04万 | 1.06% | 271,700 | 271,700 | — | $1,096.04万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $1,129.88万 | 1.10% | 94,464 | -293,976 | -75.7% | -$3,516.25万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $1,247.52万 | 1.21% | 339,183 | 339,183 | — | $1,247.52万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $1,348.45万 | 1.31% | 1,760,375 | -1,938,482 | -52.4% | -$1,484.88万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1,353.73万 | 1.31% | 802,925 | 802,925 | — | $1,353.73万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $1,360.40万 | 1.32% | 267,796 | -280,519 | -51.2% | -$1,425.04万 | 减仓 |
| MBI | MBIA INC | $1,504.42万 | 1.46% | 2,545,543 | -15,165 | -0.6% | -$8.96万 | 减仓 |
| NN | NEXTNAV INC 看涨期权 | $1,718.63万 | 1.67% | 1,072,800 | -334,100 | -23.7% | -$535.23万 | 减仓 |
| CART | MAPLEBEAR INC 看涨期权 | $1,873.00万 | 1.82% | 500,000 | 500,000 | — | $1,873.00万 | 新建仓 |
| OLN | OLIN CORP | $1,883.44万 | 1.83% | 633,516 | 633,516 | — | $1,883.44万 | 新建仓 |
| DCH | DAUCH CORP | $2,092.59万 | 2.03% | 3,528,821 | 3,528,821 | — | $2,092.59万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD 看涨期权 | $2,421.75万 | 2.35% | 2,003,100 | 2,003,100 | — | $2,421.75万 | 新建仓 |
| CART | MAPLEBEAR INC | $2,690.85万 | 2.61% | 718,327 | 525,150 | 271.8% | $1,967.21万 | 加仓 |
| CC | CHEMOURS CO 看涨期权 | $3,163.29万 | 3.07% | 1,435,900 | 1,435,900 | — | $3,163.29万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,844.09万 | 3.73% | 1,614,484 | 1,614,484 | — | $3,844.09万 | 新建仓 |
| RKT | ROCKET COS INC | $4,178.08万 | 4.05% | 2,931,987 | -4,289,771 | -59.4% | -$6,112.92万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $6,522.39万 | 6.33% | 580,852 | -518 | -0.1% | -$5.82万 | 减仓 |
| GLNG | GOLAR LNG LTD | $8,099.35万 | 7.86% | 1,496,831 | -618,991 | -29.3% | -$3,349.36万 | 减仓 |
| CC | CHEMOURS CO | $8,128.62万 | 7.89% | 3,689,794 | 2,614,957 | 243.3% | $5,760.75万 | 重新持有 |
| NN | NEXTNAV INC | $1.13亿 | 10.94% | 7,040,191 | 1,888,826 | 36.7% | $3,025.90万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1.17亿 | 11.33% | 9,655,876 | 8,811,908 | 1,044.1% | $1.07亿 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $2.23亿 | 21.65% | 900,000 | 900,000 | — | $2.23亿 | 新建仓 |