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Portfolio (Quarterly) Guide ↗

Hudson Bay Capital Management LP

· CIK 0001393825
13F Portfolio $30.3B AUM 1,279 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 448 New 268 Added 279 Reduced 486 Exited
Page 11 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 CE CELANESE CORP DEL Basic Materials 95,894 $4.0M 0.01% SOLD
202 QURE PUT UNIQURE NV Healthcare 67,700 $4.0M 0.01% SOLD
203 SHC SOTERA HEALTH CO Healthcare 250,000 $3.9M 0.01% SOLD
204 FCX PUT FREEPORT-MCMORAN INC Basic Materials 100,000 $3.9M 0.01% SOLD
205 BACC BLUE ACQUISITION CORP. Financial Services 375,000 $3.7M 0.01% SOLD
206 CR CRANE COMPANY Industrials 20,140 $3.7M 0.01% SOLD
207 HST CALL HOST HOTELS & RESORTS INC Real Estate 212,500 $3.6M 0.01% SOLD
208 HST PUT HOST HOTELS & RESORTS INC Real Estate 212,500 $3.6M 0.01% SOLD
209 GNTX GENTEX CORP Consumer Cyclical 127,657 $3.6M 0.01% SOLD
210 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 104,306 $3.6M 0.01% SOLD
211 FCX CALL FREEPORT-MCMORAN INC Basic Materials 90,000 $3.5M 0.01% SOLD
212 CPA COPA HOLDINGS SA Industrials 29,582 $3.5M 0.01% SOLD
213 ADT PUT ADT INC DEL Industrials 400,000 $3.5M 0.01% SOLD
214 BX PUT BLACKSTONE INC Financial Services 20,000 $3.4M 0.01% SOLD
215 EL LAUDER ESTEE COS INC Consumer Defensive 38,639 $3.4M 0.01% SOLD
216 STLA STELLANTIS N.V Consumer Cyclical 364,409 $3.4M 0.01% SOLD
217 BMY BRISTOL-MYERS SQUIBB CO Healthcare 74,101 $3.3M 0.01% SOLD
218 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 14,018 $3.3M 0.01% SOLD
219 SFM SPROUTS FMRS MKT INC Consumer Defensive 30,180 $3.3M 0.01% SOLD
220 LENZ LENZ THERAPEUTICS INC Healthcare 67,225 $3.1M 0.01% SOLD
Page 11 of 25  ·  486 positions
Sector Allocation
Technology 29.4%
Consumer Cyclical 14.2%
Financial Services 10.8%
Communication Services 10.2%
Healthcare 10.0%
Industrials 8.9%
Real Estate 5.7%
Consumer Defensive 4.3%
Utilities 3.3%
Energy 2.2%