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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 34 of 60  ·  1,198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LAUNCH TWO ACQUISITION CORP. 299,366.0 $3.1M 0.01% NEW $10.42
662 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 90,000.0 $3.1M 0.01% NEW $34.49 +123.7%
663 POWL POWELL INDS INC Industrials 10,163.0 $3.1M 0.01% NEW $304.81 -14.2%
664 BCC CALL BOISE CASCADE CO DEL Basic Materials 40,000.0 $3.1M 0.01% NEW $77.32 -13.0%
665 BJRI CALL BJS RESTAURANTS INC Consumer Cyclical 101,300.0 $3.1M 0.01% NEW $30.53 +43.7%
666 CHRW C H ROBINSON WORLDWIDE INC Industrials 23,302.0 $3.1M 0.01% NEW $132.40 +28.2%
667 FG NEXUS INC. 600,000.0 $3.1M 0.01% NEW $5.14
668 LITE LUMENTUM HLDGS INC Technology 18,900.0 $3.1M 0.01% NEW $162.71 +447.0%
669 CALL JAMES HARDIE INDS PLC 160,000.0 $3.1M 0.01% NEW $19.21
670 MPWR MONOLITHIC PWR SYS INC Technology 3,338.0 $3.1M 0.01% NEW $920.64 +59.5%
671 TBT PROSHARES TR 90,714.0 $3.1M 0.01% NEW $33.78 +10.3%
672 COLA COLUMBUS ACQUISITION CORP Financial Services 300,000.0 $3.1M 0.01% NEW $10.21 +6.1%
673 CORZ CORE SCIENTIFIC INC NEW Technology 170,466.0 $3.1M 0.01% NEW $17.94 +27.8%
674 EAT CALL BRINKER INTL INC Consumer Cyclical 24,000.0 $3.0M 0.01% NEW $126.68 -0.3%
675 LCCC LAKESHORE ACQUISITION III CO Financial Services 300,000.0 $3.0M 0.01% NEW $10.09 +2.2%
676 REZI RESIDEO TECHNOLOGIES INC Industrials 69,985.0 $3.0M 0.01% NEW $43.18 -38.0%
677 RDDT REDDIT INC Communication Services 13,134.0 $3.0M 0.01% NEW $229.99 -32.7%
678 MCKINLEY ACQUISITION CORP 300,000.0 $3.0M 0.01% NEW $9.99
679 EMMIS ACQUISITION CORP. 300,000.0 $3.0M 0.01% NEW $9.98
680 COMPOSECURE INC 232,127.0 $3.0M 0.01% NEW $12.78
Page 34 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%