Stock Taper

HUDSON BAY CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Packaging Corporation of AmericaPKG21.54K$5.13M
Moody's CorporationMCO21.33K$9.66M
Hyliion Holdings Corp.HYLN21.27K$110.82K
Ferguson plcFERG21.01K$4.99M
Applied Optoelectronics, Inc.AAOI20.93K$3.1M
Covenant Logistics Group, Inc.CVLG20.79K$918.59K
Vertiv Holdings CoVRT20.51K$6.87M
Regal Rexnord CorporationRRX20.18K$4.81M
The Chemours CompanyCC20K$410.4K
Carvana Co.CVNA19.92K$1.31M
Oklo Inc.OKLO19.77K$1.03M
Southwest Airlines Co.LUV19.64K$1.01M
Nebius Group N.V.NBIS19.55K$5.4M
Guardant Health, Inc.GH19.36K$2.9M
Solaris Energy Infrastructure, Inc.SEI19.12K$1.54M
Enliven Therapeutics, Inc.ELVN19K$964.25K
Kardigan, Inc.KARD18.96K$452.2K
Blue Owl Capital Inc.OWL18.52K$162.05K
Canadian Natural Resources LimitedCNQ18.5K$730.55K
Pony AI Inc. American Depositary SharesPONY18.46K$128.29K