Wasserstein Management, L.P. — 13F Holdings & Portfolio

CIK 1751492 · latest 13F-HR filed 2026-08-14

Wasserstein Management, L.P. manages $264.0M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CLMT (54.09%), AEVA (16.42%), WULF (12.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 2, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
420 LEXINGTON AVENUE
SUITE 1626
NEW YORK, NY 10170
Phone
(212) 702-5602
Filing Manager
Wasserstein Management, L.P.
NEW YORK, NY
Signatory
Joseph Dutton
CCO & CFO
Loading holdings…
AUM

$264.0M

Long-equity book

Holdings

8

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+2 / −1 / ↑2 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AEVA TECHNOLOGIES INC$34.1M +370.5%
  • TERAWULF INC$18.5M +121.4%
Show all 2

Top Trims

  • CALUMET INC-$21.4M -13.0%
Show all 1

New Positions

  • ENERGY VAULT HOLDINGS INC$13.1M
  • PROSHARES TR$6.5M
Show all 2

Exited Positions

  • PURECYCLE TECHNOLOGIES INC$159.5K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CALUMET INC CLMT 131428104 $142.8M 54.09% 3,964,893 SH
2 AEVA TECHNOLOGIES INC AEVA 00835Q202 $43.4M 16.42% 1,509,539 SH
3 TERAWULF INC WULF 88080T104 $33.8M 12.79% 1,366,639 SH
4 ENERGY VAULT HOLDINGS INC NRGV 29280W109 $13.1M 4.97% 2,785,924 SH
5 ENERGY VAULT HOLDINGS INC Call NRGV 29280W109 $9.4M 3.57% 2,000,000 SH
6 AEVA TECHNOLOGIES INC Call AEVA 00835Q202 $7.5M 2.84% 261,500 SH
7 AEVA TECHNOLOGIES INC Put AEVA 00835Q202 $7.5M 2.84% 261,500 SH
8 PROSHARES TR TWM 74347G168 $6.5M 2.47% 315,900 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $264.0M 8 0001751492-26-000005
2026-03-31 2026-05-15 $188.8M 4 0001751492-26-000004
2025-12-31 2026-02-17 $110.7M 1 0001751492-26-000001
2025-09-30 2025-11-14 $106.2M 1 0001751492-25-000004