Filed: 4/30/2024ACC: 0001214659-24-007818
📋 What this filing means
HUDSON CANYON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $155.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$155.48M
Total AUM (reported)
788.31K
Total Shares
Allocation by class
COM$130.62M84.0%
CL A$5.80M3.7%
CAP STK CL A$5.54M3.6%
SHS$3.38M2.2%
CL B$3.21M2.1%
COM CL A$2.59M1.7%
CL B NEW$2.38M1.5%
Portfolio Concentration
Top 3$28.68M18.4%
4–10$30.45M19.6%
11–25$41.76M26.9%
Rest$54.60M35.1%
Top 3 weight
18.4%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 788.31K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
788.31K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:
NVIDIA CORPORATION
SOLEShares13.05K
TypeSH
Market value$11.79M
7.58%
Sole
0.00
Shared
0.00
None
13.05K
MICROSOFT CORP
SOLEShares22.13K
TypeSH
Market value$9.31M
5.99%
Sole
0.00
Shared
0.00
None
22.13K
APPLE INC
SOLEShares44.20K
TypeSH
Market value$7.58M
4.87%
Sole
0.00
Shared
0.00
None
44.20K
ALPHABET INC
SOLEShares36.71K
TypeSH
Market value$5.54M
3.56%
Sole
0.00
Shared
0.00
None
36.71K
AMAZON COM INC
SOLEShares25.61K
TypeSH
Market value$4.62M
2.97%
Sole
0.00
Shared
0.00
None
25.61K
MARATHON PETE CORP
SOLEShares21.67K
TypeSH
Market value$4.37M
2.81%
Sole
0.00
Shared
0.00
None
21.67K
META PLATFORMS INC
SOLEShares8.88K
TypeSH
Market value$4.31M
2.77%
Sole
0.00
Shared
0.00
None
8.88K
ELI LILLY & CO
SOLEShares5.35K
TypeSH
Market value$4.17M
2.68%
Sole
0.00
Shared
0.00
None
5.35K
ADVANCED MICRO DEVICES INC
SOLEShares22.11K
TypeSH
Market value$3.99M
2.57%
Sole
0.00
Shared
0.00
None
22.11K
APPLIED MATLS INC
SOLEShares16.73K
TypeSH
Market value$3.45M
2.22%
Sole
0.00
Shared
0.00
None
16.73K
EATON CORP PLC
SOLEShares10.82K
TypeSH
Market value$3.38M
2.18%
Sole
0.00
Shared
0.00
None
10.82K
NETFLIX INC
SOLEShares5.41K
TypeSH
Market value$3.28M
2.11%
Sole
0.00
Shared
0.00
None
5.41K
JPMORGAN CHASE & CO
SOLEShares16.14K
TypeSH
Market value$3.23M
2.08%
Sole
0.00
Shared
0.00
None
16.14K
BROADCOM INC
SOLEShares2.30K
TypeSH
Market value$3.05M
1.96%
Sole
0.00
Shared
0.00
None
2.30K
D R HORTON INC
SOLEShares18.38K
TypeSH
Market value$3.02M
1.95%
Sole
0.00
Shared
0.00
None
18.38K
COSTCO WHSL CORP NEW
SOLEShares3.99K
TypeSH
Market value$2.92M
1.88%
Sole
0.00
Shared
0.00
None
3.99K
ADOBE INC
SOLEShares5.72K
TypeSH
Market value$2.89M
1.86%
Sole
0.00
Shared
0.00
None
5.72K
MARTIN MARIETTA MATLS INC
SOLEShares4.27K
TypeSH
Market value$2.62M
1.69%
Sole
0.00
Shared
0.00
None
4.27K
VISA INC
SOLEShares9.29K
TypeSH
Market value$2.59M
1.67%
Sole
0.00
Shared
0.00
None
9.29K
REGENERON PHARMACEUTICALS
SOLEShares2.63K
TypeSH
Market value$2.53M
1.63%
Sole
0.00
Shared
0.00
None
2.63K
TJX COS INC NEW
SOLEShares24.65K
TypeSH
Market value$2.50M
1.61%
Sole
0.00
Shared
0.00
None
24.65K
HCA HEALTHCARE INC
SOLEShares7.42K
TypeSH
Market value$2.48M
1.59%
Sole
0.00
Shared
0.00
None
7.42K
EOG RES INC
SOLEShares19.21K
TypeSH
Market value$2.46M
1.58%
Sole
0.00
Shared
0.00
None
19.21K
SALESFORCE INC
SOLEShares8.08K
TypeSH
Market value$2.43M
1.56%
Sole
0.00
Shared
0.00
None
8.08K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.65K
TypeSH
Market value$2.38M
1.53%
Sole
0.00
Shared
0.00
None
5.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 13.05K | SH | $11.79M 7.58% | 0.00 | 0.00 | 13.05K |
MICROSOFT CORPSOLE | COM | 22.13K | SH | $9.31M 5.99% | 0.00 | 0.00 | 22.13K |
APPLE INCSOLE | COM | 44.20K | SH | $7.58M 4.87% | 0.00 | 0.00 | 44.20K |
ALPHABET INCSOLE | CAP STK CL A | 36.71K | SH | $5.54M 3.56% | 0.00 | 0.00 | 36.71K |
AMAZON COM INCSOLE | COM | 25.61K | SH | $4.62M 2.97% | 0.00 | 0.00 | 25.61K |
MARATHON PETE CORPSOLE | COM | 21.67K | SH | $4.37M 2.81% | 0.00 | 0.00 | 21.67K |
META PLATFORMS INCSOLE | CL A | 8.88K | SH | $4.31M 2.77% | 0.00 | 0.00 | 8.88K |
ELI LILLY & COSOLE | COM | 5.35K | SH | $4.17M 2.68% | 0.00 | 0.00 | 5.35K |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.11K | SH | $3.99M 2.57% | 0.00 | 0.00 | 22.11K |
APPLIED MATLS INCSOLE | COM | 16.73K | SH | $3.45M 2.22% | 0.00 | 0.00 | 16.73K |
EATON CORP PLCSOLE | SHS | 10.82K | SH | $3.38M 2.18% | 0.00 | 0.00 | 10.82K |
NETFLIX INCSOLE | COM | 5.41K | SH | $3.28M 2.11% | 0.00 | 0.00 | 5.41K |
JPMORGAN CHASE & COSOLE | COM | 16.14K | SH | $3.23M 2.08% | 0.00 | 0.00 | 16.14K |
BROADCOM INCSOLE | COM | 2.30K | SH | $3.05M 1.96% | 0.00 | 0.00 | 2.30K |
D R HORTON INCSOLE | COM | 18.38K | SH | $3.02M 1.95% | 0.00 | 0.00 | 18.38K |
COSTCO WHSL CORP NEWSOLE | COM | 3.99K | SH | $2.92M 1.88% | 0.00 | 0.00 | 3.99K |
ADOBE INCSOLE | COM | 5.72K | SH | $2.89M 1.86% | 0.00 | 0.00 | 5.72K |
MARTIN MARIETTA MATLS INCSOLE | COM | 4.27K | SH | $2.62M 1.69% | 0.00 | 0.00 | 4.27K |
VISA INCSOLE | COM CL A | 9.29K | SH | $2.59M 1.67% | 0.00 | 0.00 | 9.29K |
REGENERON PHARMACEUTICALSSOLE | COM | 2.63K | SH | $2.53M 1.63% | 0.00 | 0.00 | 2.63K |
TJX COS INC NEWSOLE | COM | 24.65K | SH | $2.50M 1.61% | 0.00 | 0.00 | 24.65K |
HCA HEALTHCARE INCSOLE | COM | 7.42K | SH | $2.48M 1.59% | 0.00 | 0.00 | 7.42K |
EOG RES INCSOLE | COM | 19.21K | SH | $2.46M 1.58% | 0.00 | 0.00 | 19.21K |
SALESFORCE INCSOLE | COM | 8.08K | SH | $2.43M 1.56% | 0.00 | 0.00 | 8.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.65K | SH | $2.38M 1.53% | 0.00 | 0.00 | 5.65K |
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