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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 14 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EGH ACQUISITION CORP. 274,833.0 $66K -45K -14.1% $0.24
262 COLUMBUS ACQUISITION CORP 174,814.0 $61K -125K -41.6% $0.35
263 ALDEL FINL II INC 89,386.0 $49K -61K -40.6% $0.55
264 WRD CALL WERIDE INC Technology 4,000.0 $35K -474K -99.2% $8.68 -12.4%
265 DIGITAL ASSET ACQUISITION CO 84,618.0 $34K -50K -37.1% $0.40
266 VINE HILL CAP INVT CORP. 18,803.0 $34K -25K -57.1% $1.80
267 A SPAC III ACQUISITION CORP 174,680.0 $33K -25K -12.7% $0.19
268 LIGHTWAVE ACQUISITION CORP 119,845.0 $32K -5K -3.7% $0.27
269 QUANTUMSPHERE ACQUISITION CO 150,000.0 $32K -85K -36.2% $0.21
270 AURORA INNOVATION INC 136,655.0 $31K -322K -70.2% $0.23
271 REPUBLIC DIGITAL ACQUISITION 50,000.0 $29K -23K -31.8% $0.58
272 OAKTREE ACQUISITION CORP III 39,680.0 $28K -320.0 -0.8% $0.71
273 VNME VENDOME ACQUISITION CORP I Financial Services 87,500.0 $22K -50K -36.4% $0.25 +3962.3%
274 LIVE OAK ACQUISITION CORP V 20,708.0 $20K -148K -87.7% $0.98
275 CC CHEMOURS CO Basic Materials 1,537.0 $18K -120K -98.7% $11.79 +96.2%
276 SOLENO THERAPEUTICS INC 339.0 $16K -22K -98.5% $46.30
277 TITAN ACQUISITION CORP 23,351.0 $8K -8K -26.5% $0.35
278 BOLD EAGLE ACQUISITION CORP 14,357.0 $5K -261K -94.8% $0.32
279 ASML ASML HOLDING N V Technology 3.0 $3K -5K -99.9% $1070.00 +40.4%
Page 14 of 14  ·  279 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%