MARINER INVESTMENT GROUP LLC WOLF — WOLFSPEED INC

Ownership history in MARINER INVESTMENT GROUP LLC  ·  3 quarters on record

AI Ownership Summary

MARINER INVESTMENT GROUP LLC reported WOLFSPEED INC (WOLF) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows WOLF at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WOLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARINER INVESTMENT GROUP LLC's position in WOLFSPEED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WOLF was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WOLF stock page MARINER INVESTMENT GROUP LLC fund profile MARINER INVESTMENT GROUP LLC full holdings
How MARINER INVESTMENT GROUP LLC held WOLF — position size vs. price
% of Fund (quarterly)    WOLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 25,000 +5,000 +25.0% 0.12% $408K 2026-05-05 $36.63
2025 Q4 REDUCED 20.0% -6.3% ✅ 20,000 -5,000 -20.0% 0.02% $348K 2026-02-25 $20.47
2025 Q3 INITIATED — — — 25,000 — — 0.22% $715K 2025-11-14 $17.48

🏢 Other funds also holding WOLF

As of 2026 Q1 — sorted by position size

Renesas Electronics America Inc. 100.0% Kore Advisors LP 2.77% Woodson Capital Management, LP 3Y 7Y 2.41% Panoramic Capital, LLC 1.6% SHAH CAPITAL MANAGEMENT 3Y 7Y 1.59% Ursa Fund Management, LLC 3Y 7Y 1.52% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 1.5% Soviero Asset Management, LP 3Y 1.47% Slate Path Capital LP 3Y 7Y 1.02% Oakum Bay Capital LLC 0.88%

FAQ About MARINER INVESTMENT GROUP LLC and WOLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARINER INVESTMENT GROUP LLC reported owning WOLF?

MARINER INVESTMENT GROUP LLC reported WOLF across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported WOLF position in MARINER INVESTMENT GROUP LLC's portfolio?

The largest reported portfolio weight for WOLF was 0.22% in 2025 Q3.

What is the latest reported WOLF position on this page?

The most recent filing on this page is 2026 Q1, when MARINER INVESTMENT GROUP LLC reported 25,000 shares, equal to 0.12% of portfolio, with an estimated market value of $408K.

What does the chart on this WOLF ownership page compare?

The chart compares MARINER INVESTMENT GROUP LLC's quarterly WOLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MARINER INVESTMENT GROUP LLC Holdings