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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 37 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TAP PUT MOLSON COORS BEVERAGE CO Consumer Defensive 40,500.0 $1.9M 0.01% NEW $46.68 -10.7%
722 ABT ABBOTT LABS Healthcare 15,000.0 $1.9M 0.01% +10K +183.8% $125.29 -29.1%
723 TLN TALEN ENERGY CORP Utilities 5,000.0 $1.9M 0.01% +5K +10000.0% $374.84 -13.5%
724 ACAD ACADIA PHARMACEUTICALS INC Healthcare 70,000.0 $1.9M 0.01% $26.71 -23.3%
725 CPNG COUPANG INC Consumer Cyclical 77,416.0 $1.8M 0.01% NEW $23.59 -33.4%
726 COLA COLUMBUS ACQUISITION CORP Financial Services 175,000.0 $1.8M 0.01% -125K -41.7% $10.35 +4.8%
727 SGMT SAGIMET BIOSCIENCES INC Healthcare 304,472.0 $1.8M 0.01% NEW $5.92 +10.5%
728 QUARTZSEA ACQUISITION CORP 175,000.0 $1.8M 0.01% $10.25
729 ELF E L F BEAUTY INC Consumer Defensive 23,333.0 $1.8M 0.01% +19K +416.4% $76.04 -27.9%
730 CC CALL CHEMOURS CO Basic Materials 150,000.0 $1.8M 0.01% NEW $11.79 +84.5%
731 CRH PLC 14,000.0 $1.7M 0.01% +4K +40.0% $124.80
732 RXRX RECURSION PHARMACEUTICALS IN Healthcare 425,000.0 $1.7M 0.01% +200K +88.9% $4.09 -29.3%
733 AMPRIUS TECHNOLOGIES INC 676,309.0 $1.7M 0.01% +113K +20.0% $2.57
734 CRITICAL METALS CORP 631,242.0 $1.7M 0.01% +541K +596.4% $2.73
735 VSAT VIASAT INC Technology 50,000.0 $1.7M 0.01% -200K -80.0% $34.46 +107.5%
736 PENN CALL PENN ENTERTAINMENT INC Consumer Cyclical 116,500.0 $1.7M 0.01% NEW $14.75 +11.7%
737 FRMM CALL ETHZILLA CORPORATION Technology 350,000.0 $1.7M 0.01% NEW $4.90 -20.2%
738 RARE CALL ULTRAGENYX PHARMACEUTICAL IN Healthcare 73,500.0 $1.7M 0.01% NEW $23.00 +5.2%
739 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 22,098.0 $1.7M 0.01% -23K -51.4% $75.91 -28.6%
740 GEO GEO GROUP INC NEW Industrials 100,000.0 $1.6M 0.01% NEW $16.12 +41.7%
Page 37 of 58  ·  1,160 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 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%