Hudson Bay Capital Management’s Acuity Brands AYI Stock Holding History

Hudson Bay Capital Management’s Portfolio AYI Stock Details AYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.81M	Sell	17,171 -357	-2%	-$108K	0.02%	522
2025 Q4	$6.31M	Sell	17,528 -2,106	-11%	-$761K	0.02%	442
2025 Q3	$6.76M	Buy	+19,634	New	+$6.26M	0.02%	467
2018 Q2	–	Sell	-7,255	Closed	-$1.01M	–	778
2018 Q1	$1.01M	Sell	7,255 -3,072	-30%	-$473K	0.02%	573
2017 Q4	$1.82M	Buy	+10,327	New	+$1.72M	0.04%	336
2017 Q2	–	Sell	-9,500	Closed	-$1.68M	–	542
2017 Q1	$1.94M	Buy	+9,500	New	+$2.01M	0.03%	495

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hudson Bay Capital Management's AYI Position: Q1 2026 in Review

Hudson Bay Capital Management reduced its Acuity Brands (AYI) stake by 2% in Q1 2026, selling an estimated $108K and leaving 17,171 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #522.

Hudson Bay Capital Management first reported a position in AYI in Q1 2017 and has held it in 6 quarters since. The position peaked at $6.76M in Q3 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

Hudson Bay Capital Management held 17,171 shares of Acuity Brands worth $4.81M as of Q1 2026.
Hudson Bay Capital Management sold 357 Acuity Brands shares in Q1 2026, an estimated $108K.
Acuity Brands made up 0.02% of Hudson Bay Capital Management's portfolio in Q1 2026, its #522 holding.
Hudson Bay Capital Management first reported a position in Acuity Brands in Q1 2017 and has held it in 6 quarters since.
Hudson Bay Capital Management's Acuity Brands position peaked at $6.76M in Q3 2025.
581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.