Shah Capital Management’s Wolfspeed WOLF Stock Holding History

Shah Capital 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
2026 Q2	–	Sell	-508,948	Closed	-$8.31M	–	11
2026 Q1	$8.31M	Buy	508,948 +475,454	+1,420%	+$8.58M	1.59%	9
2025 Q4	$583K	Buy	+33,494	New	+$768K	0.11%	12
2025 Q2	–	Sell	-2,152,225	Closed	-$6.59M	–	16
2025 Q1	$6.59M	Buy	+2,152,225	New	+$12.6M	1.35%	11
2024 Q4	–	Sell	-200,000	Closed	-$1.94M	–	18
2024 Q3	$1.94M	Buy	+200,000	New	+$2.94M	0.38%	18

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

Shah Capital Management's WOLF Position: Q2 2026 in Review

Shah Capital Management sold out of Wolfspeed (WOLF) in Q2 2026, closing a stake of 508,948 shares — an estimated $8.31M sold.

Shah Capital Management first reported a position in WOLF in Q3 2024 and held it in 4 quarters. The position peaked at $8.31M in Q1 2026. 267 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

Shah Capital Management reported no remaining Wolfspeed position as of Q2 2026 after selling out during the quarter.
Shah Capital Management sold 508,948 Wolfspeed shares in Q2 2026, an estimated $8.31M.
Shah Capital Management first reported a position in Wolfspeed in Q3 2024 and held it in 4 quarters.
Shah Capital Management's Wolfspeed position peaked at $8.31M in Q1 2026.
267 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

Based on Shah Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.