Wolf Hill Capital Management, LP

Hedge Fund • Long/Short

Wolf Hill Capital Management, LP is a Long/Short Hedge Fund based in Greenwich, CT led by Gary Steven Lehrman, reporting $2.0B in AUM as of Q3 2025 with 62% concentrated in top 10 holdings.

FounderGary Steven Lehrman

Portfolio Value: $1.1B
Positions: 34
Top Holding: NBIS at 9.24%
Last Reported: Q3 2025

Address35 Mason Street, 2nd Floor, Greenwich, CT, 06830, United States

Top Holdings

Largest long holdings in Wolf Hill Capital Management, LP's portfolio (61.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nebius Group N.V. NBIS	Unknown Unknown	$105.3M	9.24%	+$71.6M Bought	0.38% 937.7K shares	Q2 2025 Held for 5 months
2 Golar LNG GLNG	Oil & Gas Midstream Energy	$89.7M	7.88%	-$22.1M Sold	2.17% 2.2M shares	Q1 2025 Held for 8 months
3 Western Digital WDC	Computer Hardware Technology	$73.6M	6.46%	+$28.5M Bought	0.18% 612.7K shares	Q2 2025 Held for 5 months
4 Floor & Decor FND	Home Improvement Consumer Cyclical	$72.0M	6.32%	-$5.5M Sold	0.91% 976.6K shares	Q2 2025 Held for 5 months
5 Wayfair W	Specialty Retail Consumer Cyclical	$70.0M	6.15%	+$34.7M Bought	0.60% 783.6K shares	Q1 2024 Held for 1y 8m
6 SharkNinja SN	Furnishings, Fixtures & Appliances Consumer Cyclical	$68.8M	6.04%	-$55.1M Sold	0.47% 666.9K shares	Q1 2025 Held for 8 months
7 SGI Tempur Sealy International SGI	Furnishings, Fixtures & Appliances Consumer Cyclical	$61.1M	5.37%	+$61.1M Bought	0.35% 725.0K shares	Q1 2025 Held for 8 months
8 SGI Silicon Graphics International Corp SGI	Unknown Unknown	$61.1M	5.37%	+$61.1M Bought	— 725.0K shares	Q1 2025 Held for 8 months
9 NextNav NN	Internet Content & Information Communication Services	$51.2M	4.49%	-$1.9M Sold	2.66% 3.6M shares	Q1 2024 Held for 1y 8m
10 Rocket Companies RKT	Financial - Mortgages Financial Services	$48.8M	4.28%	-$18.7M Sold	0.12% 2.5M shares	Q2 2025 Held for 5 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wolf Hill Capital Management, LP's latest filing

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GthenC

Market Value

$1.1B

Prior: $1.3B

Q/Q Change

-9.83%

-$124.2M

Net Flows % of MV

-24.1%

Turnover Ratio

36.08%

New Purchases

2 stocks

$28.6M

Added To

8 stocks

+$205.5M

Sold Out Of

12 stocks

$199.8M

Reduced Holdings

18 stocks

-$308.8M

Increased Positions

Position	Shares Δ	Change
1 Chemours CC	New	0 → 1.1M +$17.0M
2 Daqo New Energy Corp. DQ	New	0 → 413.2K +$11.6M
3 Carpenter Technology CRS	+16,358.6%	983.0 → 161.8K +$39.5M
4 Appian Corporation APPN	+298.08%	250.0K → 995.2K +$22.8M
5 Nebius Group N.V. NBIS	+212.56%	300.0K → 937.7K +$71.6M

Decreased Positions

Position	Shares Δ	Change
1 DraftKings Inc. DKNG	Sold	1.3M → 0 −$53.9M
2 UnitedHealth Group UNH	Sold	150.0K → 0 −$46.8M
3 Seagate Technology Holdings PLC STX	Sold	200.0K → 0 −$28.9M
4 Vistra VST	Sold	110.0K → 0 −$21.3M
5 Chart Industries GTLS	Sold	82.7K → 0 −$13.6M