Wolf Hill Capital Management’s Silicon Motion SIMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$183M	Sell	548,791 -32,061	-6%	-$7.43M	15.3%	1
2026 Q1	$65.2M	Sell	580,852 -518	-0.1%	-$62.9K	6.33%	6
2025 Q4	$53.9M	Buy	+581,370	New	+$53.3M	5.95%	6

Other funds holding SIMO

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

Wolf Hill Capital Management's SIMO Position: Q2 2026 in Review

Wolf Hill Capital Management reduced its Silicon Motion (SIMO) stake by 5.5% in Q2 2026, selling an estimated $7.43M and leaving 548,791 shares worth $183M. The position accounts for 15.3% of the portfolio, ranked #1.

Wolf Hill Capital Management first reported a position in SIMO in Q4 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Wolf Hill Capital Management held 548,791 shares of Silicon Motion worth $183M as of Q2 2026.
Wolf Hill Capital Management sold 32,061 Silicon Motion shares in Q2 2026, an estimated $7.43M.
Silicon Motion made up 15.3% of Wolf Hill Capital Management's portfolio in Q2 2026, its #1 holding.
Wolf Hill Capital Management first reported a position in Silicon Motion in Q4 2025 and has held it in 3 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

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