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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 12 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 90,000 $3.1M 0.01% SOLD
222 BJRI CALL BJS RESTAURANTS INC Consumer Cyclical 101,300 $3.1M 0.01% SOLD
223 FG NEXUS INC. 600,000 $3.1M 0.01% SOLD
224 CALL JAMES HARDIE INDS PLC 160,000 $3.1M 0.01% SOLD
225 MPWR MONOLITHIC PWR SYS INC Technology 3,338 $3.1M 0.01% SOLD
226 TBT PROSHARES TR 90,714 $3.1M 0.01% SOLD
227 EAT CALL BRINKER INTL INC Consumer Cyclical 24,000 $3.0M 0.01% SOLD
228 RDDT REDDIT INC Communication Services 13,134 $3.0M 0.01% SOLD
229 MCKINLEY ACQUISITION CORP 300,000 $3.0M 0.01% SOLD
230 EMMIS ACQUISITION CORP. 300,000 $3.0M 0.01% SOLD
231 COMPOSECURE INC 232,127 $3.0M 0.01% SOLD
232 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 70,952 $3.0M 0.01% SOLD
233 KEX KIRBY CORP Industrials 35,539 $3.0M 0.01% SOLD
234 LQDA CALL LIQUIDIA CORPORATION Healthcare 130,000 $3.0M 0.01% SOLD
235 KDP KEURIG DR PEPPER INC Consumer Defensive 114,713 $2.9M 0.01% SOLD
236 XLE SELECT SECTOR SPDR TR 32,518 $2.9M 0.01% SOLD
237 SNAP CALL SNAP INC Communication Services 375,500 $2.9M 0.01% SOLD
238 MLYS MINERALYS THERAPEUTICS INC Healthcare 75,768 $2.9M 0.01% SOLD
239 KMB KIMBERLY-CLARK CORP Consumer Defensive 22,068 $2.7M 0.01% SOLD
240 BLD CALL TOPBUILD CORP Industrials 7,000 $2.7M 0.01% SOLD
Page 12 of 25  ·  486 positions
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%