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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 16 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 MTRX MATRIX SVC CO Industrials 100,000 $1.3M 0.00% SOLD
302 LRMR LARIMAR THERAPEUTICS INC Healthcare 403,449 $1.3M 0.00% SOLD
303 NUVL NUVALENT INC Healthcare 15,000 $1.3M 0.00% SOLD
304 AIR LEASE CORP 20,179 $1.3M 0.00% SOLD
305 VIA VIA TRANSN INC Technology 26,580 $1.3M 0.00% SOLD
306 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 175,489 $1.3M 0.00% SOLD
307 RACE FERRARI N V Consumer Cyclical 2,571 $1.2M 0.00% SOLD
308 STNE STONECO LTD Technology 65,137 $1.2M 0.00% SOLD
309 LRMR PUT LARIMAR THERAPEUTICS INC Healthcare 377,000 $1.2M 0.00% SOLD
310 PDD PDD HOLDINGS INC Consumer Cyclical 9,186 $1.2M 0.00% SOLD
311 CALL BIOHAVEN LTD 80,000 $1.2M 0.00% SOLD
312 RZLT CALL REZOLUTE INC Healthcare 125,000 $1.2M 0.00% SOLD
313 HOG HARLEY DAVIDSON INC Consumer Cyclical 40,649 $1.1M 0.00% SOLD
314 GSR III ACQUISITION CORP 109,068 $1.1M 0.00% SOLD
315 CBRE CBRE GROUP INC Real Estate 7,163 $1.1M 0.00% SOLD
316 PNFP PINNACLE FINL PARTNERS INC Financial Services 12,025 $1.1M 0.00% SOLD
317 ADT ADT INC DEL Industrials 129,431 $1.1M 0.00% SOLD
318 CSCO CISCO SYS INC Technology 16,372 $1.1M 0.00% SOLD
319 ALGT ALLEGIANT TRAVEL CO Industrials 18,252 $1.1M 0.00% SOLD
320 LEU CENTRUS ENERGY CORP Energy 3,522 $1.1M 0.00% SOLD
Page 16 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%