Hudson Bay Capital Management Reduces Stake in Hayward Holdings

Hedge fund cuts position in pool equipment manufacturer by 25.9% in Q3

Mar. 20, 2026 at 9:37am

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Hudson Bay Capital Management LP, a major institutional investor, reduced its stake in Hayward Holdings, Inc. (NYSE:HAYW) by 25.9% in the third quarter of 2026. The firm now owns 649,715 shares, or about 0.30% of the pool equipment manufacturer's outstanding stock, down from 876,346 shares previously.

Why it matters

Hayward is a leading maker of residential and commercial pool equipment, and institutional investors closely watch its stock performance. Hudson Bay's decision to trim its position could signal concerns about the company's outlook or valuation, though the hedge fund still maintains a sizable stake.

The details

According to a regulatory filing, Hudson Bay Capital Management sold 226,631 Hayward shares in the third quarter, reducing its total position to 649,715 shares worth $9.8 million. The hedge fund now owns about 0.30% of Hayward's outstanding stock, down from 0.40% previously. Other major investors, including CIBC Bancorp USA and Verition Fund Management, have also adjusted their Hayward holdings in recent quarters.

  • Hudson Bay Capital Management filed its Q3 2026 disclosure with the SEC on March 20, 2026.

The players

Hudson Bay Capital Management LP

A New York-based hedge fund that manages over $10 billion in assets.

Hayward Holdings, Inc.

A leading manufacturer of residential and commercial pool equipment and related outdoor living products.

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The takeaway

Hudson Bay Capital's reduced stake in Hayward Holdings could signal potential concerns about the pool equipment maker's outlook, though the hedge fund still maintains a sizable position. Investors will be watching to see if other major institutional holders make similar moves in the coming quarters.