Letters by company

Wolfspeed, INC.

1 letter discussing WOLF. Everything written about it on this site is on its ticker page.

Heptagon Capital Kettle Hill US L/S Equity Fund Q2 2026 Commentary The Heptagon Kettle Hill US L/S Equity Fund increased net exposure after Iran-related dislocations, then reduced gross and net exposure following the rally as it judged risk-reward less favourable. It exited Wolfspeed after trimming into a semiconductor rally, sold Huntington Ingalls to fund more attractive industry exposures, and covered Leidos after identifying potential second-half catalysts. Q2 2026 HII $13BLDOS $18BWOLF $1.2B