Hudson Bay Capital Management LP
Position in EAF — Graftech International Ltd
CIK 1393825
STAMFORD, CT
Position in EAF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$111,734
-$90,777 QoQ
Shares Held
18,906
-36.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 88 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EAF Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Hudson Bay Capital Management LP holds $275,280,608 across 12 Electrical Equipment & Parts names. EAF ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
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 EAF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,734 | 18,906 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $202,511 | 29,869 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $398,544 | 25,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $332,114 | 25,906 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $196,959 | 202,425 | Shares | Sole | 2025-08-18 | |
| 2024-09-30 | $66,171 | 50,130 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $268,815 | 277,129 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $729,000 | 150,000 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $1,280,645 | 181,138 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,415,947 | 251,138 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,574,196 | 217,599 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,198,036 | 212,988 | Shares | Sole | 2021-12-29 | |
| 2021-06-30 | $1,859,200 | 160,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,294,762 | 269,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,303,350 | 497,500 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||