Hudson Bay Capital Management
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Hudson Bay Capital Management’s Norfolk Southern NSC Stock Holding History

Hudson Bay Capital Management’s Portfolio NSC Stock Details NSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15,000
Closed -$2.24M – 843
2018
Q4 		$2.24M Sell
15,000
-135,000
-90% -$22.2M 0.03% 488
2018
Q3 		$27.1M Buy
+150,000
New +$25.6M 0.33% 61
2017
Q1 		– Sell
-105,200
Closed -$11.4M – 882
2016
Q4 		$11.4M Buy
+105,200
New +$10.6M 0.24% 88

Other funds holding NSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Hudson Bay Capital Management increased its Norfolk Southern (NSC) stake by 18% in Q2 2026, buying an estimated $22.7M and bringing the position to 486,264 shares worth $153M. The position accounts for 0.42% of the portfolio, ranked #50.

Hudson Bay Capital Management first reported a position in NSC in Q1 2017 and has held it in 22 quarters since. 1,870 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Hudson Bay Capital Management held 486,264 shares of Norfolk Southern worth $153M as of Q2 2026.
  • Hudson Bay Capital Management bought 73,711 Norfolk Southern shares in Q2 2026, an estimated $22.7M.
  • Norfolk Southern made up 0.42% of Hudson Bay Capital Management's portfolio in Q2 2026, its #50 holding.
  • Hudson Bay Capital Management first reported a position in Norfolk Southern in Q1 2017 and has held it in 22 quarters since.
  • 1,870 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

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