Wolf Hill Capital Management’s NextDecade NEXT Stock Holding History

Wolf Hill Capital Management’s Portfolio NEXT Stock Details NEXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.5M	Sell	1,760,375 -1,938,482	-52%	-$11M	1.31%	19
2025 Q4	$19.5M	Buy	3,698,857 +761,299	+26%	+$4.54M	2.15%	14
2025 Q3	$19.9M	Sell	2,937,558 -2,854,939	-49%	-$27.6M	1.83%	19
2025 Q2	$51.6M	Buy	5,792,497 +562,459	+11%	+$4.36M	3.92%	11
2025 Q1	$40.7M	Sell	5,230,038 -2,911,986	-36%	-$23.5M	2.93%	12
2024 Q4	$62.8M	Buy	8,142,024 +6,248,757	+330%	+$40M	4.51%	7
2024 Q3	$8.92M	Buy	1,893,267 +999,614	+112%	+$6.05M	0.6%	25
2024 Q2	$7.1M	Buy	+893,653	New	+$6.16M	0.71%	19

Other funds holding NEXT

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

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

MIPU

Man Investment Partners (US) New York $84.3M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wolf Hill Capital Management's NEXT Position: Q1 2026 in Review

Wolf Hill Capital Management reduced its NextDecade (NEXT) stake by 52% in Q1 2026, selling an estimated $11M and leaving 1,760,375 shares worth $13.5M. The position accounts for 1.31% of the portfolio, ranked #19.

Wolf Hill Capital Management first reported a position in NEXT in Q2 2024 and has held it in 8 quarters since. The position peaked at $62.8M in Q4 2024. 207 funds tracked by Wall St. Rank hold NEXT as of Q1 2026.

Wolf Hill Capital Management held 1,760,375 shares of NextDecade worth $13.5M as of Q1 2026.
Wolf Hill Capital Management sold 1,938,482 NextDecade shares in Q1 2026, an estimated $11M.
NextDecade made up 1.31% of Wolf Hill Capital Management's portfolio in Q1 2026, its #19 holding.
Wolf Hill Capital Management first reported a position in NextDecade in Q2 2024 and has held it in 8 quarters since.
Wolf Hill Capital Management's NextDecade position peaked at $62.8M in Q4 2024.
207 funds tracked by Wall St. Rank held NextDecade as of Q1 2026.

Based on Wolf Hill Capital Management's 13F filing for Q1 2026, filed 14 May 2026.