Hudson Bay Capital Management
NSC icon

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
2018
Q4 		– Sell
-150,000
Closed -$27.1M – 872
2018
Q3 		$27.1M Buy
150,000
+100,000
+200% +$17.1M 0.33% 62
2018
Q2 		$7.54M Buy
+50,000
New +$7.31M 0.11% 177

Other funds holding NSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Hudson Bay Capital Management increased its Norfolk Southern (NSC) stake by 23% in Q1 2026, buying an estimated $23M and bringing the position to 412,553 shares worth $118M. The position accounts for 0.41% of the portfolio, ranked #52.

Hudson Bay Capital Management first reported a position in NSC in Q1 2017 and has held it in 21 quarters since. 1,834 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Hudson Bay Capital Management held 412,553 shares of Norfolk Southern worth $118M as of Q1 2026.
  • Hudson Bay Capital Management bought 77,233 Norfolk Southern shares in Q1 2026, an estimated $23M.
  • Norfolk Southern made up 0.41% of Hudson Bay Capital Management's portfolio in Q1 2026, its #52 holding.
  • Hudson Bay Capital Management first reported a position in Norfolk Southern in Q1 2017 and has held it in 21 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

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