Wolf Hill Capital Management, LP
GREENWICH CT · SEC CIK 0001785988
$11.96亿2026Q2 申报市值
34持仓数
68.2%前十大占比 · 第一大 15.3%
14 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGI 新建仓+$5,096.00万
APO 新建仓+$3,516.55万
BKD 新建仓+$2,735.30万
GRPN 新建仓+$2,406.00万
FFIV 新建仓+$2,287.78万
2026Q2 卖出最多 按季末市值估算
NN 减仓-$7,669.83万
RKT 清仓-$4,178.08万
W 重新持有-$2,067.31万
OLN 清仓-$1,883.44万
CC 减仓-$1,601.65万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SIMO | SILICON MOTION TECHNOLOGY CO | $1.83亿 | 15.30% | 548,791 | -32,061 | -5.5% | -$1,068.69万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1.15亿 | 9.60% | 10,101,148 | 445,272 | 4.6% | $506.27万 | 加仓 |
| W | WAYFAIR INC | $9,697.80万 | 8.11% | 1,049,318 | -223,686 | -17.6% | -$2,067.31万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8,397.25万 | 7.02% | 1,861,506 | 247,022 | 15.3% | $1,114.32万 | 加仓 |
| GLNG | GOLAR LNG LTD | $8,046.10万 | 6.73% | 1,614,386 | 117,555 | 7.9% | $585.89万 | 加仓 |
| CC | CHEMOURS CO | $5,969.81万 | 4.99% | 2,909,262 | -780,532 | -21.2% | -$1,601.65万 | 减仓 |
| W | WAYFAIR INC 看涨期权 | $5,862.20万 | 4.90% | 634,300 | 634,300 | — | $5,862.20万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $5,096.00万 | 4.26% | 650,000 | 650,000 | — | $5,096.00万 | 新建仓 |
| NN | NEXTNAV INC | $4,882.83万 | 4.08% | 2,738,547 | -4,301,644 | -61.1% | -$7,669.83万 | 减仓 |
| ALK | ALASKA AIR GROUP INC 看涨期权 | $3,850.79万 | 3.22% | 737,700 | 737,700 | — | $3,850.79万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $3,802.49万 | 3.18% | 728,446 | 389,263 | 114.8% | $2,031.95万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $3,789.38万 | 3.17% | 638,372 | 370,576 | 138.4% | $2,199.74万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3,516.55万 | 2.94% | 297,232 | 297,232 | — | $3,516.55万 | 新建仓 |
| CART | MAPLEBEAR INC | $3,109.14万 | 2.60% | 656,630 | -61,697 | -8.6% | -$292.14万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC 看涨期权 | $2,968.59万 | 2.48% | 500,100 | 500,100 | — | $2,968.59万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $2,735.30万 | 2.29% | 1,700,000 | 1,700,000 | — | $2,735.30万 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC | $2,728.00万 | 2.28% | 3,575,364 | 2,813,652 | 369.4% | $2,146.82万 | 加仓 |
| GRPN | GROUPON INC | $2,406.00万 | 2.01% | 1,000,000 | 1,000,000 | — | $2,406.00万 | 新建仓 |
| FFIV | F5 INC | $2,287.78万 | 1.91% | 55,000 | 55,000 | — | $2,287.78万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD 看涨期权 | $2,050.92万 | 1.71% | 1,803,800 | -199,300 | -9.9% | -$226.60万 | 减仓 |
| DCH | DAUCH CORP | $1,997.55万 | 1.67% | 3,685,518 | 156,697 | 4.4% | $84.93万 | 加仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $1,546.87万 | 1.29% | 1,356,903 | 1,356,903 | — | $1,546.87万 | 新建仓 |
| MBI | MBIA INC | $1,380.95万 | 1.15% | 2,118,014 | -427,529 | -16.8% | -$278.75万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $730.78万 | 0.61% | 527,259 | -275,666 | -34.3% | -$382.07万 | 减仓 |
| GRPN | GROUPON INC 看涨期权 | $690.04万 | 0.58% | 286,800 | 286,800 | — | $690.04万 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC 看涨期权 | $524.87万 | 0.44% | 687,900 | 687,900 | — | $524.87万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $299.64万 | 0.25% | 480,187 | -990,147 | -67.3% | -$617.85万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $292.55万 | 0.24% | 12,240 | 12,240 | — | $292.55万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $282.67万 | 0.24% | 374,896 | -1,385,479 | -78.7% | -$1,044.65万 | 减仓 |
| GSM | FERROGLOBE PLC | $240.11万 | 0.20% | 755,059 | -100,626 | -11.8% | -$32.00万 | 减仓 |
| NN | NEXTNAV INC 看涨期权 | $232.50万 | 0.19% | 130,400 | -942,400 | -87.8% | -$1,680.30万 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $195.00万 | 0.16% | 50,000 | 50,000 | — | $195.00万 | 新建仓 |
| DASH | DOORDASH INC | $121.97万 | 0.10% | 6,610 | 6,610 | — | $121.97万 | 新建仓 |
| CSGP | COSTAR GROUP INC 看涨期权 | $82.41万 | 0.07% | 29,100 | -242,600 | -89.3% | -$687.04万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -900,000 | -100.0% | -$2.23亿 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -2,931,987 | -100.0% | -$4,178.08万 | 清仓 |
| CC | CHEMOURS CO 看涨期权 | $0 | 0.00% | 0 | -1,435,900 | -100.0% | -$3,163.29万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -633,516 | -100.0% | -$1,883.44万 | 清仓 |
| CART | MAPLEBEAR INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,873.00万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -94,464 | -100.0% | -$1,129.88万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -100,000 | -100.0% | -$591.00万 | 清仓 |