Hudson Bay Capital Management
FLY

Hudson Bay Capital Management’s Firefly Aerospace FLY Stock Holding History

Hudson Bay Capital Management’s Portfolio FLY Stock Details FLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8M Sell
659,017
-1,128,887
-63% -$27.5M 0.11% 205
2025
Q4 		$39.5M Sell
1,787,904
-23,907
-1% -$553K 0.23% 145
2025
Q3 		$50.7M Buy
+1,811,811
New +$81.5M 0.31% 97

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