Wolf Hill Capital Management’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97M	Buy	+1,049,318	New	+$77.3M	8.11%	3
2026 Q1	–	Sell	-1,273,004	Closed	-$128M	–	36
2025 Q4	$128M	Buy	1,273,004 +489,404	+62%	+$47.1M	14.11%	2
2025 Q3	$70M	Buy	783,600 +388,160	+98%	+$28.4M	6.41%	5
2025 Q2	$20.2M	Buy	395,440 +55,613	+16%	+$2.08M	1.54%	22
2025 Q1	$10.9M	Buy	339,827 +253,804	+295%	+$10.6M	0.78%	26
2024 Q4	$3.81M	Sell	86,023 -1,706,122	-95%	-$80.5M	0.27%	32
2024 Q3	$101M	Sell	1,792,145 -530,761	-23%	-$25.6M	6.73%	5
2024 Q2	$122M	Buy	2,322,906 +507,404	+28%	+$30.1M	12.2%	2
2024 Q1	$123M	Buy	+1,815,502	New	+$103M	5.42%	5

Other funds holding W

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Wolf Hill Capital Management opened a new position in Wayfair (W) in Q2 2026: 1,049,318 shares worth $97M. The stake represents 8.11% of the portfolio and ranks #3 among its holdings. This is a return to the name: Wolf Hill Capital Management previously reported a position in W as recently as Q4 2025.

Wolf Hill Capital Management first reported a position in W in Q1 2024 and has held it in 9 quarters since. The position peaked at $128M in Q4 2025. 456 funds tracked by Wall St. Rank hold W as of Q2 2026.

Wolf Hill Capital Management held 1,049,318 shares of Wayfair worth $97M as of Q2 2026.
Wayfair was a new Wolf Hill Capital Management position in Q2 2026.
Wayfair made up 8.11% of Wolf Hill Capital Management's portfolio in Q2 2026, its #3 holding.
Wolf Hill Capital Management first reported a position in Wayfair in Q1 2024 and has held it in 9 quarters since.
Wolf Hill Capital Management's Wayfair position peaked at $128M in Q4 2025.
456 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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