Hudson Bay Capital Management LP
Position in AMT — American Tower Corp /Ma/
CIK 1393825
STAMFORD, CT
Position in AMT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,153,083
+$11,926,338 QoQ
Shares Held
70,420
+5872.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Jun 30, 2025CallValue
$353,632
CallShares
1,600
PutValue
$3,293,198
PutShares
14,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Hudson Bay Capital Management LP holds $54,576,422 across 7 REIT - Specialty names. AMT ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
190,884 | $19,496,891 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
70,420 | $12,153,083 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
201,544 | $8,942,507 | |
| 4 | SBAC |
Sba Communications Corp
|
30,415 | $5,234,725 | |
| 5 | UNIT |
Uniti Group Inc.
|
438,380 | $4,112,004 | |
| 6 | FRMI |
Fermi Inc.
|
400,010 | $2,336,058 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
86,836 | $2,301,154 |
All Filings in AMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,153,083 | 70,420 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $226,745 | 1,179 | Shares | Defined | 2025-12-15 | |
| 2025-06-30 | $15,671,643 | 70,906 | Shares | Defined | 2025-08-18 | |
| 2025-06-30 | $353,632 | 1,600 | Call | Sole | 2025-08-18 | |
| 2025-06-30 | $3,293,198 | 14,900 | Put | Sole | 2025-08-18 | |
| 2025-03-31 | $391,680 | 1,800 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $18,057,753 | 82,986 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $3,928,614 | 20,211 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $4,208,177 | 20,594 | Shares | Sole | 2023-05-16 | |
| 2021-06-30 | $12,156,300 | 45,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||