Slate Path Capital LP Reports New 9.99% Stake in Wolfspeed, Inc. (WOLF)

Slate Path Capital LP, along with its managing partner David Greenspan, has filed a Schedule 13G for Wolfspeed, Inc. (WOLF), reporting a new beneficial ownership position of 6,438,156 shares. This represents a 9.99% stake in the company as of March 31, 2026. The reported holdings include 2,000,000 shares of common stock issuable upon the exercise of warrants. Notably, the reporting persons' ownership is subject to a '9.99% Blocker,' which prevents the exercise of warrants if it would result in beneficial ownership exceeding 9.99% of the outstanding common stock. The calculation of the ownership percentage is based on approximately 48.3 million shares outstanding, factoring in recent offerings and the warrant blocker. Slate Path Capital LP acts as the investment manager for Slate Path Master Fund LP and SPB Master Fund LP, which directly hold the securities. The filing indicates that the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.