Hudson Bay Capital Management LP
Position in OPTU — Optimum Communications, Inc.
CIK 1393825
STAMFORD, CT
Position in OPTU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$13,705,225
+$3,392,740 QoQ
Shares Held
10,542,481
+68.7% QoQ
Ownership
2.21%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OPTU Over Time
Shares Held
Position Value (USD)
Derivatives in OPTU
reported options exposure · as of Sep 30, 2022CallValue
$620,895
CallShares
106,500
PutValue
$0
PutShares
0
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 Telecom Services
Communication Services · as of Mar 31, 2026Hudson Bay Capital Management LP holds $106,368,186 across 9 Telecom Services names. OPTU ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDS |
Telephone & Data Systems Inc /De/
|
818,700 | $34,467,270 | |
| 2 | ECHO |
EchoStar CORP
|
165,154 | $19,334,578 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
65,585 | $13,774,816 | |
| 4 | OPTU |
Optimum Communications, Inc.
This page
|
10,542,481 | $13,705,225 | |
| 5 | VZ |
Verizon Communications Inc
|
185,160 | $9,295,032 | |
| 6 | RCI |
Rogers Communications Inc
|
193,998 | $7,459,222 | |
| 7 | TIGO |
Millicom International Cellular SA
|
75,700 | $5,672,958 | |
| 8 | KYIV |
Kyivstar Group Ltd.
|
242,507 | $2,454,170 |
All Filings in OPTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,705,225 | 10,542,481 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,312,485 | 6,249,991 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,267,478 | 6,749,991 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $15,942,980 | 7,449,991 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $18,430,352 | 6,928,704 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,882,921 | 6,175,486 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,771,205 | 5,598,051 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,369,049 | 2,141,691 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,503,313 | 2,491,691 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,340,002 | 5,027,693 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,240,335 | 5,272,274 | Shares | Other | 2023-12-07 | |
| 2023-06-30 | $13,435,206 | 4,448,744 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $16,493,486 | 4,822,657 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $707,595 | 153,825 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,308,397 | 224,425 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $620,895 | 106,500 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $2,352,293 | 254,302 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,048,888 | 244,302 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,393,269 | 209,720 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,102,198 | 149,720 | Shares | Sole | 2021-12-29 | |
| 2021-06-30 | $22,105,923 | 647,508 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,594,552 | 663,835 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,550,350 | 305,000 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $17,613,726 | 677,451 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,141,193 | 538,651 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $20,260,718 | 908,960 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||