Hudson Bay Capital Management LP

Position in XPOF — Xponential Fitness, Inc.

CIK 1393825 STAMFORD, CT

Position in XPOF

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$7,525,000

+$1,352,500 QoQ

Shares Held

1,250,000

+66.7% QoQ

Ownership

2.54%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Hudson Bay Capital Management LP holds $12,010,345 across 5 Leisure names. XPOF ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPOF	Xponential Fitness, Inc. This page	1,250,000	$7,525,000
2	FNKO	Funko, Inc.	750,000	$2,362,500
3	LTH	Life Time Group Holdings, Inc.	74,934	$2,018,721
4	PLBY	Playboy, Inc.	41,033	$62,370
5	TRON	Tron Inc.	18,394	$41,754

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,525,000	1,250,000	+66.7%	Shares	Sole	2026-05-13
2025-12-31	$6,172,500	750,000	+296.5%	Shares	Sole	2026-02-13
2022-06-30	$2,375,523	189,134	+191.0%	Shares	Sole	2022-08-12
2022-03-31	$1,523,600	65,000	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.