Iridian Asset Management’s Wolfspeed WOLF Stock Holding History

Iridian Asset Management’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
2022 Q1	–	Sell	-13,300	Closed	-$1.49M	–	71
2021 Q4	$1.49M	Hold	13,300	–	–	0.09%	55
2021 Q3	$1.07M	Hold	13,300	–	–	0.03%	64
2021 Q2	$1.3M	Hold	13,300	–	–	0.02%	72
2021 Q1	$1.44M	Buy	13,300 +500	+4%	+$56.2K	0.02%	77
2020 Q4	$1.36M	Buy	+12,800	New	+$1.03M	0.02%	70

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iridian Asset Management's WOLF Position: Q2 2025 in Review

Iridian Asset Management sold out of Wolfspeed (WOLF) in Q2 2025, closing a stake of 913,529 shares — an estimated $2.8M sold.

Iridian Asset Management first reported a position in WOLF in Q4 2017 and held it in 30 quarters. The position peaked at $186M in Q1 2019. 220 funds tracked by Wall St. Rank hold WOLF as of Q2 2025.

Iridian Asset Management reported no remaining Wolfspeed position as of Q2 2025 after selling out during the quarter.
Iridian Asset Management sold 913,529 Wolfspeed shares in Q2 2025, an estimated $2.8M.
Iridian Asset Management first reported a position in Wolfspeed in Q4 2017 and held it in 30 quarters.
Iridian Asset Management's Wolfspeed position peaked at $186M in Q1 2019.
220 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2025.

Based on Iridian Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.