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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 23 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MCKINLEY ACQUISITION CORP 300,000.0 $33K NEW $0.11
442 FREIGHTOS LTD 13,947.0 $32K NEW $2.28
443 CALL PONY AI INC 2,000.0 $29K NEW $14.50
444 DYOR INSIGHT DIGITAL PARTNERS II Financial Services 72,400.0 $24K NEW $0.33 +2942.4%
445 WESTIN ACQUISITION CORP 100,000.0 $19K NEW $0.19
446 CROWN RESV ACQUISITION CORP 150,000.0 $13K NEW $0.09
447 FUSEMACHINES INC 50,000.0 $3K NEW $0.06
448 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 3.0 $140.0 NEW $46.67 -12.5%
Page 23 of 23  ·  448 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%