Hudson Bay Capital Management LP

Position in BE — Bloom Energy Corp

CIK 1393825 STAMFORD, CT

Back to BE Full portfolio

Position in BE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$127,503,293

+$83,974,964 QoQ

Shares Held

421,220

+31.1% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#74

of 1,277 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BE Over Time

Shares Held

Position Value (USD)

Derivatives in BE

reported options exposure · as of Jun 30, 2026

CallValue

$2,845,380

CallShares

9,400

PutValue

$104,128,800

PutShares

344,000

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 Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Hudson Bay Capital Management LP holds $275,280,608 across 12 Electrical Equipment & Parts names. BE ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp This page	421,220	$127,503,293
2	EOSE	Eos Energy Enterprises, Inc.	13,683,634	$80,459,767
3	FPS	Forgent Power Solutions, Inc.	345,247	$19,285,497
4	HAYW	Hayward Holdings, Inc.	915,433	$15,846,145
5	NVT	nVent Electric plc	58,622	$9,942,877
6	VRT	Vertiv Holdings Co	20,513	$6,868,162
7	TE	T1 Energy Inc.	651,703	$6,178,144
8	POWL	Powell Industries Inc	14,654	$4,196,319

All Filings in BE

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,503,293	421,220	+31.1%	Shares	Sole	2026-08-14
2026-06-30	$104,128,800	344,000	+33.3%	Put	Sole	2026-08-14
2026-06-30	$2,845,380	9,400	—	Call	Defined	2026-08-14
2026-03-31	$43,528,329	321,266	—	Shares	Sole	2026-05-13
2026-03-31	$34,956,420	258,000	—	Put	Sole	2026-05-13
No filing history on record for this holder in this stock.