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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 53 of 60  ·  1,198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 REAL ASSET ACQUISITION CORP 325,000.0 $146K NEW $0.45
1042 CRANE HBR ACQUISITION CORP 450,000.0 $144K NEW $0.32
1043 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 20,000.0 $143K NEW $7.17 +144.8%
1044 MLTX PUT MOONLAKE IMMUNOTHERAPEUTICS Healthcare 20,000.0 $143K NEW $7.17 +144.8%
1045 KOCHAV DEFENSE ACQUI CO 650,000.0 $143K NEW $0.22
1046 PUT LITHIUM AMERS CORP NEW 25,000.0 $143K NEW $5.71
1047 CSLM DIGITA ASSET ACQ CORP I 325,000.0 $140K NEW $0.43
1048 EUDA HEALTH HOLDINGS LTD 320,000.0 $139K NEW $0.43
1049 CRCL CIRCLE INTERNET GROUP INC Financial Services 996.0 $132K NEW $132.58 -14.0%
1050 CHURCHILL CAP CORP X 10,000.0 $129K NEW $12.86
1051 PSQ HOLDINGS INC 673,474.0 $128K NEW $0.19
1052 EOSE EOS ENERGY ENTERPRISES INC Industrials 11,115.0 $127K NEW $11.39 -30.9%
1053 PUMP PROPETRO HLDG CORP Energy 23,759.0 $124K NEW $5.24 +233.0%
1054 FTRE FORTREA HLDGS INC Healthcare 14,640.0 $123K NEW $8.42 +62.2%
1055 XRX XEROX HOLDINGS CORP Technology 32,065.0 $121K NEW $3.76 -31.4%
1056 ORIGIN MATERIALS INC 231,328.0 $120K NEW $0.52
1057 OYSTER ENTERPRISES II ACQUIS 696,530.0 $118K NEW $0.17
1058 AVAV AEROVIRONMENT INC Industrials 365.0 $115K NEW $314.89 -49.8%
1059 PLUM ACQUISITION CORP IV 425,000.0 $115K NEW $0.27
1060 RCKT ROCKET PHARMACEUTICALS INC Healthcare 34,700.0 $113K NEW $3.26 -0.3%
Page 53 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%