Hudson Bay Capital Management’s Treehouse Foods THS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,347	Closed	-$268K	–	1597
2025 Q4	$268K	Hold	11,347	–	–	﹤0.01%	938
2025 Q3	$229K	Buy	+11,347	New	+$215K	﹤0.01%	1008
2023 Q4	–	Sell	-6,257	Closed	-$273K	–	889
2023 Q3	$273K	Sell	6,257 -101,307	-94%	-$4.85M	﹤0.01%	622
2023 Q2	$5.42M	Sell	107,564 -2,974	-3%	-$152K	0.04%	288
2023 Q1	$5.57M	Buy	110,538 +2,840	+3%	+$137K	0.05%	275
2022 Q4	$5.32M	Buy	107,698 +27,000	+33%	+$1.28M	0.05%	329
2022 Q3	$3.42M	Buy	80,698 +35,698	+79%	+$1.6M	0.03%	563
2022 Q2	$1.88M	Buy	+45,000	New	+$1.65M	0.01%	820

Other funds holding THS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Hudson Bay Capital Management sold out of Treehouse Foods (THS) in Q1 2026, closing a stake of 11,347 shares — an estimated $268K sold.

Hudson Bay Capital Management first reported a position in THS in Q2 2022 and held it in 8 quarters. The position peaked at $5.57M in Q1 2023. 2 funds tracked by Wall St. Rank hold THS as of Q1 2026.

Hudson Bay Capital Management reported no remaining Treehouse Foods position as of Q1 2026 after selling out during the quarter.
Hudson Bay Capital Management sold 11,347 Treehouse Foods shares in Q1 2026, an estimated $268K.
Hudson Bay Capital Management first reported a position in Treehouse Foods in Q2 2022 and held it in 8 quarters.
Hudson Bay Capital Management's Treehouse Foods position peaked at $5.57M in Q1 2023.
2 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2026.

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