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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 9 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 250,000 $6.1M 0.02% SOLD
162 FAF FIRST AMERN FINL CORP Financial Services 94,814 $6.1M 0.02% SOLD
163 BLSH BULLISH Technology 90,834 $5.8M 0.02% SOLD
164 DT CLOUD STAR ACQUISITION CO 546,000 $5.7M 0.02% SOLD
165 CADENCE BANK 151,796 $5.7M 0.02% SOLD
166 TALON CAP CORP 560,000 $5.6M 0.02% SOLD
167 PH PARKER-HANNIFIN CORP Industrials 7,377 $5.6M 0.02% SOLD
168 M3-BRIGADE ACQUISITION VI CO 550,000 $5.6M 0.02% SOLD
169 EQT EQT CORP Energy 100,000 $5.4M 0.02% SOLD
170 CMI CALL CUMMINS INC Industrials 12,800 $5.4M 0.02% SOLD
171 TRU TRANSUNION Industrials 64,329 $5.4M 0.02% SOLD
172 SRAD PUT SPORTRADAR GROUP AG Technology 200,000 $5.4M 0.02% SOLD
173 ITB PUT ISHARES TR 50,000 $5.4M 0.02% SOLD
174 EQH EQUITABLE HLDGS INC Financial Services 101,706 $5.2M 0.02% SOLD
175 VERINT SYS INC 250,000 $5.1M 0.02% SOLD
176 IOT SAMSARA INC Technology 135,379 $5.0M 0.02% SOLD
177 GALATA ACQUISITION CORP II 502,490 $5.0M 0.02% SOLD
178 IP INTERNATIONAL PAPER CO Consumer Cyclical 107,714 $5.0M 0.02% SOLD
179 EFX EQUIFAX INC Industrials 19,418 $5.0M 0.02% SOLD
180 ABR ARBOR REALTY TRUST INC Real Estate 404,762 $4.9M 0.02% SOLD
Page 9 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%