Hudson Bay Capital Management
RAC

Hudson Bay Capital Management’s Rithm Acquisition Corp RAC Stock Holding History

Hudson Bay Capital Management’s Portfolio RAC Stock Details RAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7M Hold
1,499,500
– – 0.04% 260
2026
Q1 		$15.6M Sell
1,499,500
-225,000
-13% -$2.34M 0.05% 227
2025
Q4 		$17.9M Sell
1,724,500
-200,500
-10% -$2.08M 0.06% 236
2025
Q3 		$19.7M Hold
1,925,000
– – 0.07% 227
2025
Q2 		$19.6M Buy
+1,925,000
New +$19.4M 0.07% 218

Other funds holding RAC

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
FBCM
Fort Baker Capital Management Larkspur, California $1.37B AUM 26.91% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
BGGS
Boussard & Gavaudan Gestion SAS Paris, France $1.99B AUM

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

Hudson Bay Capital Management held its Rithm Acquisition Corp (RAC) position steady in Q2 2026 at 1,499,500 shares worth $15.7M. The position accounts for 0.04% of the portfolio, ranked #260.

Hudson Bay Capital Management first reported a position in RAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.7M in Q3 2025. 45 funds tracked by Wall St. Rank hold RAC as of Q2 2026.

  • Hudson Bay Capital Management held 1,499,500 shares of Rithm Acquisition Corp worth $15.7M as of Q2 2026.
  • Hudson Bay Capital Management left its Rithm Acquisition Corp share count unchanged in Q2 2026.
  • Rithm Acquisition Corp made up 0.04% of Hudson Bay Capital Management's portfolio in Q2 2026, its #260 holding.
  • Hudson Bay Capital Management first reported a position in Rithm Acquisition Corp in Q2 2025 and has held it in 5 quarters since.
  • Hudson Bay Capital Management's Rithm Acquisition Corp position peaked at $19.7M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Rithm Acquisition Corp as of Q2 2026.

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