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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 57 of 60  ·  1,198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SOLARIUS CAPITAL ACQU CORP 300,000.0 $58K NEW $0.19
1122 COLUMBUS ACQUISITION CORP 299,600.0 $56K NEW $0.19
1123 K&F GROWTH ACQUISITION CORP 374,953.0 $56K NEW $0.15
1124 EQV VENTURES AC CORP. II 233,333.0 $56K NEW $0.24
1125 RIBBON ACQUISITION CORP 250,000.0 $55K NEW $0.22
1126 YELP YELP INC Communication Services 1,750.0 $55K NEW $31.20 -29.9%
1127 GNRC GENERAC HLDGS INC Industrials 319.0 $53K NEW $167.40 +58.3%
1128 FIFTH ERA ACQUISITION CORP I 200,000.0 $53K NEW $0.27
1129 PLBY PLAYBOY INC Consumer Cyclical 35,385.0 $52K NEW $1.47 -10.5%
1130 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 12,700.0 $51K NEW $4.03 -5.3%
1131 QUARTZSEA ACQUISITION CORP 175,000.0 $50K NEW $0.29
1132 CO2 ENERGY TRANSITION CORP 290,000.0 $49K NEW $0.17
1133 KKR KKR & CO INC Financial Services 370.0 $48K NEW $129.95 -26.1%
1134 REPUBLIC DIGITAL ACQUISITION 73,290.0 $48K NEW $0.65
1135 COPLEY ACQUISITION CORP 250,000.0 $48K NEW $0.19
1136 GEOVAX LABS INC 100,000.0 $47K NEW $0.47
1137 BITCOIN DEPOT INC 186,527.0 $46K NEW $0.25
1138 BLUE WTR ACQUISITION CORP. I 325,000.0 $46K NEW $0.14
1139 EVGO INC 238,500.0 $45K NEW $0.19
1140 QUANTUMSPHERE ACQUISITION CO 235,000.0 $45K NEW $0.19
Page 57 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%