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Portfolio (Quarterly) Guide ↗

Hudson Bay Capital Management LP

· CIK 0001393825
13F Portfolio $30.1B AUM Filed Dec 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1198 New
Page 29 of 60  ·  1,198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SRAD SPORTRADAR GROUP AG Technology 179,368.0 $4.8M 0.02% NEW $26.90 -50.6%
562 BHF BRIGHTHOUSE FINL INC Financial Services 89,776.0 $4.8M 0.02% NEW $53.08 +17.8%
563 LII LENNOX INTL INC Industrials 9,000.0 $4.8M 0.02% NEW $529.36 -8.8%
564 WRD CALL WERIDE INC Technology 478,200.0 $4.7M 0.02% NEW $9.90 -32.8%
565 TACH TITAN ACQUISITION CORP Financial Services 463,514.0 $4.7M 0.02% NEW $10.12 +2.7%
566 KO COCA COLA CO Consumer Defensive 70,075.0 $4.6M 0.01% NEW $66.32 +23.5%
567 CAKE CALL CHEESECAKE FACTORY INC Consumer Cyclical 85,000.0 $4.6M 0.01% NEW $54.64 +10.4%
568 RCUS ARCUS BIOSCIENCES INC Healthcare 340,000.0 $4.6M 0.01% NEW $13.60 +67.3%
569 ASML ASML HOLDING N V Technology 4,770.0 $4.6M 0.01% NEW $968.09 +60.1%
570 HSY HERSHEY CO Consumer Defensive 24,617.0 $4.6M 0.01% NEW $187.05 +3.1%
571 UY SCUTI ACQUISITION CORP. 450,000.0 $4.6M 0.01% NEW $10.22
572 VOO VANGUARD INDEX FDS 7,500.0 $4.6M 0.01% NEW $612.38 +11.3%
573 ALHC ALIGNMENT HEALTHCARE INC Healthcare 262,500.0 $4.6M 0.01% NEW $17.45 -4.5%
574 CSTM CONSTELLIUM SE Basic Materials 307,487.0 $4.6M 0.01% NEW $14.88 +109.9%
575 CRANE HBR ACQUISITION CORP 450,000.0 $4.6M 0.01% NEW $10.13
576 AMAT APPLIED MATLS INC Technology 22,223.0 $4.5M 0.01% NEW $204.74 +108.5%
577 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 225,000.0 $4.5M 0.01% NEW $20.20 +68.7%
578 RTX RTX CORPORATION Industrials 27,127.0 $4.5M 0.01% NEW $167.33 +4.3%
579 NEE CALL NEXTERA ENERGY INC Utilities 60,000.0 $4.5M 0.01% NEW $75.49 +19.3%
580 FAST FASTENAL CO Industrials 91,973.0 $4.5M 0.01% NEW $49.04 -11.2%
Page 29 of 60  ·  1,198 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 25.1%
Consumer Cyclical 20.8%
Financial Services 12.5%
Real Estate 8.9%
Healthcare 7.8%
Communication Services 7.5%
Industrials 6.6%
Consumer Defensive 4.0%
Utilities 3.3%
Energy 2.7%