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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 55 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SKILLZ INC 12,676.0 $55K NEW $4.31
1082 PROCAP FINL INC 77,500.0 $54K NEW $0.70
1083 CROWN RESV ACQUISITION CORP 300,000.0 $54K NEW $0.18
1084 LUFAX HOLDING LTD 20,800.0 $53K $2.56
1085 TAILWIND 2.0 ACQUISITION COR 300,000.0 $49K NEW $0.16
1086 ALDEL FINL II INC 89,386.0 $49K -61K -40.6% $0.55
1087 ORIGIN MATERIALS INC 231,328.0 $49K $0.21
1088 CO2 ENERGY TRANSITION CORP 290,000.0 $49K $0.17
1089 INVEST GREEN ACQUISITION COR 256,401.0 $49K NEW $0.19
1090 ORIGIN INVT CORP I 250,000.0 $48K $0.19
1091 EMMIS ACQUISITION CORP. 300,000.0 $45K NEW $0.15
1092 AA MISSION ACQUISITION CORP 200,000.0 $44K NEW $0.22
1093 GOSS GOSSAMER BIO INC Healthcare 14,180.0 $44K NEW $3.10 -93.8%
1094 STEX STREAMEX CORP Financial Services 14,040.0 $43K NEW $3.03 -67.3%
1095 BEST SPAC I ACQUISITION CORP 275,000.0 $42K $0.15
1096 REAX THE REAL BROKERAGE INC Real Estate 11,300.0 $41K NEW $3.65 -53.2%
1097 UBER CALL UBER TECHNOLOGIES INC Technology 500.0 $41K NEW $81.71 -8.1%
1098 TRAILBLAZER ACQUISITION CORP 84,172.0 $40K NEW $0.48
1099 MILUNA ACQUISITION CORP 300,000.0 $39K NEW $0.13
1100 DUNE ACQUISITION CORP II 150,000.0 $38K $0.26
Page 55 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%