SHAH CAPITAL MANAGEMENT: WOLFSPEED INC (WOLF): Quarterly 13F Position History
As of Q1 2026, SHAH CAPITAL MANAGEMENT reported 508,948 shares of WOLFSPEED INC (WOLF), worth $8.3M and representing 1.6% of its 13F equity book. Quarter-over-quarter share count change: + 475,454 (+1419.5%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 508,948Shares Held (Latest Filing)
- $8.3MReported Market Value (Latest Filing)
- 1.6%Portfolio Weight (% of 13F Equity Book)
- +475,454Quarter-over-Quarter Share Change
- +$7.7MQuarter-over-Quarter Value Change
- 508,948Peak Reported Shares (Historical)
Recent initiation: SHAH CAPITAL MANAGEMENT first reported WOLF on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 508,948 | +475,454 | +1419.5% | $8.3M | 1.6% | $16.3 |
| Q4 2025 | 33,494 | — | — | $583.1K | 0.1% | $17.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did SHAH CAPITAL MANAGEMENT first disclose a WOLF position in 13F-HR filings?
SHAH CAPITAL MANAGEMENT first reported WOLFSPEED INC (WOLF) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was SHAH CAPITAL MANAGEMENT's most recent quarter-over-quarter share-count change in WOLF?
Between Q4 2025 and Q1 2026, SHAH CAPITAL MANAGEMENT added 475,454 shares of WOLF (+1419.5%), bringing the total reported position to 508,948 shares at a market value of $8.3M.
Does the implied price-per-share represent SHAH CAPITAL MANAGEMENT's cost basis in WOLF?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.