Hudson Bay Capital Management’s Grifois GRFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08M	Buy	435,361 +147,487	+51%	+$1.17M	0.01%	705
2026 Q1	$2.31M	Sell	287,874 -49,395	-15%	-$435K	0.01%	733
2025 Q4	$3.15M	Buy	337,269 +3,579	+1%	+$32.5K	0.01%	614
2025 Q3	$3.32M	Hold	333,690	–	–	0.01%	652
2025 Q2	$3.02M	Hold	333,690	–	–	0.01%	688
2025 Q1	$2.37M	Buy	+333,690	New	+$2.52M	0.01%	795
2024 Q1	–	Sell	-1,500,000	Closed	-$17.3M	–	788
2023 Q4	$17.3M	Buy	+1,500,000	New	+$14M	0.11%	113

Other funds holding GRFS

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hudson Bay Capital Management's GRFS Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Grifois (GRFS) stake by 51% in Q2 2026, buying an estimated $1.17M and bringing the position to 435,361 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #705.

Hudson Bay Capital Management first reported a position in GRFS in Q4 2023 and has held it in 7 quarters since. The position peaked at $17.3M in Q4 2023. 165 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

Hudson Bay Capital Management held 435,361 shares of Grifois worth $3.08M as of Q2 2026.
Hudson Bay Capital Management bought 147,487 Grifois shares in Q2 2026, an estimated $1.17M.
Grifois made up 0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #705 holding.
Hudson Bay Capital Management first reported a position in Grifois in Q4 2023 and has held it in 7 quarters since.
Hudson Bay Capital Management's Grifois position peaked at $17.3M in Q4 2023.
165 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.