Murchinson’s Wolfspeed WOLF Stock Holding History

Murchinson’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 Q1	–	Sell	-3,834,800	Closed	-$66.8M	–	136
2025 Q4	$66.8M	Hold	3,834,800	–	–	10.74%	2
2025 Q3	$110M	Buy	+3,834,800	New	+$8.99M	13.91%	3

Other funds holding WOLF

REA

Renesas Electronics America San Jose, California $813M AUM

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

SPC

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Murchinson's WOLF Position: Q1 2026 in Review

Murchinson sold out of Wolfspeed (WOLF) in Q1 2026, closing a stake of 49,553 shares — an estimated $863K sold.

Murchinson first reported a position in WOLF in Q3 2025 and held it in 2 quarters. The position peaked at $2.21M in Q3 2025. 154 funds tracked by Wall St. Rank hold WOLF as of Q1 2026.

Murchinson reported no remaining Wolfspeed position as of Q1 2026 after selling out during the quarter.
Murchinson sold 49,553 Wolfspeed shares in Q1 2026, an estimated $863K.
Murchinson first reported a position in Wolfspeed in Q3 2025 and held it in 2 quarters.
Murchinson's Wolfspeed position peaked at $2.21M in Q3 2025.
154 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2026.

Based on Murchinson's 13F filing for Q1 2026, filed 15 May 2026.