Hill City Capital’s Wolfspeed WOLF Stock Holding History

Hill City Capital’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.1M	Buy	935,000 +50,000	+6%	+$2.18M	1.05%	20
2026 Q1	$14.4M	Buy	+885,000	New	+$16M	0.52%	22

Other funds holding WOLF

REA

Renesas Electronics America San Jose, California $813M AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Hill City Capital's WOLF Position: Q2 2026 in Review

Hill City Capital increased its Wolfspeed (WOLF) stake by 5.6% in Q2 2026, buying an estimated $2.18M and bringing the position to 935,000 shares worth $45.1M. The position accounts for 1.05% of the portfolio, ranked #20.

Hill City Capital first reported a position in WOLF in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

Hill City Capital held 935,000 shares of Wolfspeed worth $45.1M as of Q2 2026.
Hill City Capital bought 50,000 Wolfspeed shares in Q2 2026, an estimated $2.18M.
Wolfspeed made up 1.05% of Hill City Capital's portfolio in Q2 2026, its #20 holding.
Hill City Capital first reported a position in Wolfspeed in Q1 2026 and has held it in 2 quarters since.
267 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

Based on Hill City Capital's 13F filing for Q2 2026, filed 13 Aug 2026.