Hudson Bay Capital Management
JBHT icon

Hudson Bay Capital Management’s JB Hunt Transport Services JBHT Stock Holding History

Hudson Bay Capital Management’s Portfolio JBHT Stock Details JBHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.06M Sell
24,392
-55,805
-70% -$14.3M 0.02% 461
2026
Q1 		$17M Buy
80,197
+2,350
+3% +$501K 0.06% 215
2025
Q4 		$15.1M Buy
77,847
+29,888
+62% +$5.13M 0.05% 270
2025
Q3 		$6.43M Buy
+47,959
New +$6.9M 0.02% 485
2025
Q2 		– Sell
-17,100
Closed -$2.53M – 1520
2025
Q1 		$2.53M Sell
17,100
-22,093
-56% -$3.64M 0.01% 773
2024
Q4 		$6.69M Sell
39,193
-65,417
-63% -$11.7M 0.02% 442
2024
Q3 		$18M Buy
104,610
+26,610
+34% +$4.47M 0.07% 185
2024
Q2 		$12.5M Buy
78,000
+55,000
+239% +$9.22M 0.06% 195
2024
Q1 		$4.58M Sell
23,000
-7,000
-23% -$1.41M 0.03% 316
2023
Q4 		$5.99M Buy
30,000
+5,000
+20% +$926K 0.04% 280
2023
Q3 		$4.71M Sell
25,000
-20,000
-44% -$3.84M 0.04% 306
2023
Q2 		$8.15M Buy
45,000
+3,000
+7% +$522K 0.06% 208
2023
Q1 		$7.37M Buy
42,000
+12,000
+40% +$2.18M 0.06% 224
2022
Q4 		$5.23M Sell
30,000
-18,500
-38% -$3.23M 0.05% 332
2022
Q3 		$7.59M Sell
48,500
-6,500
-12% -$1.13M 0.07% 246
2022
Q2 		$8.66M Buy
+55,000
New +$9.31M 0.07% 236
2018
Q3 		– Sell
-8,100
Closed -$985K – 802
2018
Q2 		$985K Buy
+8,100
New +$991K 0.01% 636
2016
Q4 		– Sell
-3,178
Closed -$258K – 670
2016
Q3 		$258K Buy
+3,178
New +$259K 0.01% 393

Other funds holding JBHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Hudson Bay Capital Management reduced its JB Hunt Transport Services (JBHT) stake by 70% in Q2 2026, selling an estimated $14.3M and leaving 24,392 shares worth $7.06M. The position accounts for 0.02% of the portfolio, ranked #461.

Hudson Bay Capital Management first reported a position in JBHT in Q3 2016 and has held it in 18 quarters since. The position peaked at $18M in Q3 2024. 858 funds tracked by Wall St. Rank hold JBHT as of Q2 2026.

  • Hudson Bay Capital Management held 24,392 shares of JB Hunt Transport Services worth $7.06M as of Q2 2026.
  • Hudson Bay Capital Management sold 55,805 JB Hunt Transport Services shares in Q2 2026, an estimated $14.3M.
  • JB Hunt Transport Services made up 0.02% of Hudson Bay Capital Management's portfolio in Q2 2026, its #461 holding.
  • Hudson Bay Capital Management first reported a position in JB Hunt Transport Services in Q3 2016 and has held it in 18 quarters since.
  • Hudson Bay Capital Management's JB Hunt Transport Services position peaked at $18M in Q3 2024.
  • 858 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q2 2026.

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