Hudson Bay Capital Management LP
Position in HIMS — Hims & Hers Health, Inc.
CIK 1393825
STAMFORD, CT
Position in HIMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,427,211
-$715,147 QoQ
Shares Held
70,009
-53.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 504 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIMS Over Time
Shares Held
Position Value (USD)
Derivatives in HIMS
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$22,432,500
PutShares
450,000
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 Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Hudson Bay Capital Management LP holds $72,604,865 across 10 Drug Manufacturers - Specialty & Generic names. HIMS ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHC |
Bausch Health Companies Inc.
|
5,000,000 | $24,650,000 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
130,000 | $21,910,200 | |
| 3 | GLAS |
Glass House Brands Inc.
|
750,000 | $9,750,000 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
275,000 | $4,408,250 | |
| 5 | BCRX |
Biocryst Pharmaceuticals Inc
|
400,000 | $4,000,000 | |
| 6 | UTHR |
UNITED THERAPEUTICS Corp
|
5,000 | $2,709,150 | |
| 7 | HIMS |
Hims & Hers Health, Inc.
This page
|
70,009 | $2,427,211 | |
| 8 | AQST |
Aquestive Therapeutics, Inc.
|
234,000 | $973,440 |
All Filings in HIMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,427,211 | 70,009 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,142,358 | 151,366 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $22,432,500 | 450,000 | Put | Sole | 2025-08-18 | |
| 2025-03-31 | $432,612 | 14,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $483,600 | 20,000 | Put | Sole | 2025-02-14 | |
| 2020-12-31 OAC | — | 421,763 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 OAC | — | 538,254 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 OAC | — | 1,115,017 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 OAC | — | 554,998 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||