WOLF
Wolfspeed Inc
3 of the 83 super-investors we track hold WOLF, worth a combined $7M per their latest 13F filings. The largest position: Polen Capital Management at 0.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 18 of 100 (how strongly the cohort backs it) — ranked #683 of 742 stocks. Conviction rising: 2 more super-investors hold it than in 2026Q1.
Why super-investors own WOLF
WOLF is held by 3 super-investors in our cohort, with a combined position value of $7M. The highest-conviction owner is Polen Capital Management at 0.0% of their portfolio. Cohort ownership has grown from 1 to 3 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 4q | $5M | 99,819 |
| 2 | Polen Capital Management | <0.1% | — 1q | $2M | 38,219 |
| 3 | Daniel Loeb | <0.1% | — 1q | $483K | 10,000 |
Owners of WOLF also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | NEW | <0.1% | +100% | $483K | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 97785W106. Not investment advice.