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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 50 of 60  ·  1,198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 RZLT REZOLUTE INC Healthcare 29,960.0 $282K 0.00% NEW $9.40 -64.5%
982 EOS ENERGY ENTERPRISES INC 158,516.0 $281K 0.00% NEW $1.77
983 ARCHER AVIATION INC 125,202.0 $274K 0.00% NEW $2.19
984 TEL TE CONNECTIVITY PLC Technology 1,245.0 $273K 0.00% NEW $219.53 -6.6%
985 NVR NVR INC Consumer Cyclical 34.0 $273K 0.00% NEW $8034.65 -30.8%
986 EVOLV TECHNOLOGIES HLDNGS IN 371,678.0 $271K 0.00% NEW $0.73
987 MAYWOOD ACQUISITION CORP 450,000.0 $270K 0.00% NEW $0.60
988 FOXA FOX CORP Communication Services 4,274.0 $270K 0.00% NEW $63.06 +2.8%
989 WLK WESTLAKE CORPORATION Basic Materials 3,496.0 $269K 0.00% NEW $77.06 +15.0%
990 ROST ROSS STORES INC Consumer Cyclical 1,754.0 $267K 0.00% NEW $152.39 +39.6%
991 AURORA INNOVATION INC 458,685.0 $266K 0.00% NEW $0.58
992 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 821.0 $265K 0.00% NEW $323.12 +21.5%
993 CVX CHEVRON CORP NEW Energy 1,693.0 $263K 0.00% NEW $155.29 +23.1%
994 CHTR CHARTER COMMUNICATIONS INC N Communication Services 955.0 $263K 0.00% NEW $275.10 -48.7%
995 1RT ACQUISITION CORP. 25,000.0 $261K 0.00% NEW $10.45
996 MU MICRON TECHNOLOGY INC Technology 1,539.0 $258K 0.00% NEW $167.32 +333.1%
997 JACKSON ACQUISITION CO II 950,000.0 $256K 0.00% NEW $0.27
998 QURE UNIQURE NV Healthcare 4,318.0 $252K 0.00% NEW $58.37 -53.7%
999 DHR DANAHER CORPORATION Healthcare 1,267.0 $251K 0.00% NEW $198.26 -18.3%
1000 AMP AMERIPRISE FINL INC Financial Services 511.0 $251K 0.00% NEW $491.25 -4.1%
Page 50 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%