Position in MBLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,145,494
+$951,892 QoQ
Shares Held
221,642
+233.9% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#84
of 293 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBLY Over Time
Shares Held
Position Value (USD)
Derivatives in MBLY
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$2,163,500
PutShares
50,000
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 Auto Parts
Consumer Cyclical · as of Jun 30, 2026Hudson Bay Capital Management LP holds $100,814,408 across 11 Auto Parts names. MBLY ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
13,500 | $43,145,188 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
165,687 | $15,258,115 | |
| 3 | MOD |
Modine Manufacturing Co
|
47,424 | $12,663,155 | |
| 4 | BWA |
Borgwarner Inc
|
189,749 | $12,599,333 | |
| 5 | ALSN |
Allison Transmission Holdings Inc
|
47,024 | $5,301,485 | |
| 6 | APTV |
Aptiv PLC
|
76,545 | $4,698,332 | |
| 7 | PHIN |
Phinia Inc.
|
36,103 | $2,973,804 | |
| 8 | MBLY |
Mobileye Global Inc.
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|
221,642 | $2,145,494 |
All Filings in MBLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145,494 | 221,642 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $1,193,602 | 66,385 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $691,747 | 48,038 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,331,316 | 368,038 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $1,286,000 | 40,000 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $3,995,680 | 104,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,163,500 | 50,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $432,700 | 10,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,402,400 | 40,000 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||