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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 32 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HALL CHADWICK ACQUISITION CO 300,000.0 $3.0M 0.01% NEW $10.03
622 QURE UNIQURE NV Healthcare 125,500.0 $3.0M 0.01% +121K +2806.4% $23.93 +7.2%
623 TNK TEEKAY TANKERS LTD Energy 56,159.0 $3.0M 0.01% -20K -26.5% $53.42 +44.4%
624 MCKINLEY ACQUISITION CORP 300,000.0 $3.0M 0.01% NEW $9.97
625 BLBD BLUE BIRD CORP Consumer Cyclical 63,600.0 $3.0M 0.01% NEW $47.00 +38.0%
626 EMIS EMMIS ACQUISITION CORP. Financial Services 300,000.0 $3.0M 0.01% NEW $9.95 +1.5%
627 FWRD FORWARD AIR CORP Industrials 119,385.0 $3.0M 0.01% -79K -39.7% $25.00 -65.6%
628 CO2 ENERGY TRANSITION CORP 290,000.0 $3.0M 0.01% $10.29
629 FLS FLOWSERVE CORP Industrials 42,996.0 $3.0M 0.01% -96K -69.1% $69.38 -6.5%
630 CROWN RESV ACQUISITION CORP 300,000.0 $3.0M 0.01% NEW $9.94
631 EMPD EMPERY DIGITAL INC Consumer Cyclical 650,000.0 $3.0M 0.01% -350K -35.0% $4.57 +6.9%
632 EVOX EVOLUTION GLOBAL ACQUISITION Financial Services 300,000.0 $3.0M 0.01% NEW $9.87 +1.4%
633 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 300,000.0 $3.0M 0.01% NEW $9.86 +1.3%
634 PHIN PHINIA INC Consumer Cyclical 45,988.0 $2.9M 0.01% -21K -31.0% $62.69 +16.5%
635 SKEENA RES LTD NEW 121,400.0 $2.9M 0.01% +61K +101.3% $23.73
636 ZS ZSCALER INC Technology 12,757.0 $2.9M 0.01% NEW $224.92 -24.7%
637 OC OWENS CORNING NEW Industrials 25,604.0 $2.9M 0.01% -35K -58.1% $111.91 -3.2%
638 GTLB GITLAB INC Technology 76,240.0 $2.9M 0.01% -54K -41.3% $37.53 -32.7%
639 NTLA INTELLIA THERAPEUTICS INC Healthcare 315,000.0 $2.8M 0.01% +85K +37.0% $8.99 +35.3%
640 CHRW C H ROBINSON WORLDWIDE INC Industrials 17,608.0 $2.8M 0.01% -6K -24.4% $160.76 +11.9%
Page 32 of 58  ·  1,160 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%