Filed: 11/8/2024ACC: 0001214659-24-018581
📋 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 $154.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$154.69M
Total AUM (reported)
884.45K
Total Shares
Allocation by class
COM$125.41M81.1%
CL A$6.31M4.1%
CAP STK CL A$5.36M3.5%
COM NEW$4.15M2.7%
CL B$3.52M2.3%
SHS$3.03M2.0%
CL B NEW$2.36M1.5%
Portfolio Concentration
Top 3$31.44M20.3%
4–10$28.56M18.5%
11–25$39.87M25.8%
Rest$54.82M35.4%
Top 3 weight
20.3%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 884.45K
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
884.45K
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
SOLEShares105.50K
TypeSH
Market value$12.81M
8.28%
Sole
0.00
Shared
0.00
None
105.50K
APPLE INC
SOLEShares42.38K
TypeSH
Market value$9.87M
6.38%
Sole
0.00
Shared
0.00
None
42.38K
MICROSOFT CORP
SOLEShares20.34K
TypeSH
Market value$8.75M
5.66%
Sole
0.00
Shared
0.00
None
20.34K
ALPHABET INC
SOLEShares32.33K
TypeSH
Market value$5.36M
3.47%
Sole
0.00
Shared
0.00
None
32.33K
AMAZON COM INC
SOLEShares25.27K
TypeSH
Market value$4.71M
3.04%
Sole
0.00
Shared
0.00
None
25.27K
META PLATFORMS INC
SOLEShares7.75K
TypeSH
Market value$4.43M
2.87%
Sole
0.00
Shared
0.00
None
7.75K
ELI LILLY & CO
SOLEShares4.68K
TypeSH
Market value$4.15M
2.68%
Sole
0.00
Shared
0.00
None
4.68K
BROADCOM INC
SOLEShares20.31K
TypeSH
Market value$3.50M
2.26%
Sole
0.00
Shared
0.00
None
20.31K
ADVANCED MICRO DEVICES INC
SOLEShares19.52K
TypeSH
Market value$3.20M
2.07%
Sole
0.00
Shared
0.00
None
19.52K
NETFLIX INC
SOLEShares4.51K
TypeSH
Market value$3.20M
2.07%
Sole
0.00
Shared
0.00
None
4.51K
MARATHON PETE CORP
SOLEShares19.11K
TypeSH
Market value$3.11M
2.01%
Sole
0.00
Shared
0.00
None
19.11K
APPLIED MATLS INC
SOLEShares15.38K
TypeSH
Market value$3.11M
2.01%
Sole
0.00
Shared
0.00
None
15.38K
EATON CORP PLC
SOLEShares9.14K
TypeSH
Market value$3.03M
1.96%
Sole
0.00
Shared
0.00
None
9.14K
D R HORTON INC
SOLEShares15.80K
TypeSH
Market value$3.01M
1.95%
Sole
0.00
Shared
0.00
None
15.80K
JPMORGAN CHASE & CO.
SOLEShares14.21K
TypeSH
Market value$3.00M
1.94%
Sole
0.00
Shared
0.00
None
14.21K
COSTCO WHSL CORP NEW
SOLEShares3.35K
TypeSH
Market value$2.97M
1.92%
Sole
0.00
Shared
0.00
None
3.35K
ADOBE INC
SOLEShares5.22K
TypeSH
Market value$2.71M
1.75%
Sole
0.00
Shared
0.00
None
5.22K
HCA HEALTHCARE INC
SOLEShares6.56K
TypeSH
Market value$2.67M
1.72%
Sole
0.00
Shared
0.00
None
6.56K
TJX COS INC NEW
SOLEShares20.85K
TypeSH
Market value$2.45M
1.58%
Sole
0.00
Shared
0.00
None
20.85K
REGENERON PHARMACEUTICALS
SOLEShares2.32K
TypeSH
Market value$2.44M
1.58%
Sole
0.00
Shared
0.00
None
2.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.14K
TypeSH
Market value$2.36M
1.53%
Sole
0.00
Shared
0.00
None
5.14K
DELL TECHNOLOGIES INC
SOLEShares19.45K
TypeSH
Market value$2.31M
1.49%
Sole
0.00
Shared
0.00
None
19.45K
CAPITAL ONE FINL CORP
SOLEShares15K
TypeSH
Market value$2.25M
1.45%
Sole
0.00
Shared
0.00
None
15K
VISA INC
SOLEShares8.16K
TypeSH
Market value$2.24M
1.45%
Sole
0.00
Shared
0.00
None
8.16K
LOWES COS INC
SOLEShares8.20K
TypeSH
Market value$2.22M
1.43%
Sole
0.00
Shared
0.00
None
8.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 105.50K | SH | $12.81M 8.28% | 0.00 | 0.00 | 105.50K |
APPLE INCSOLE | COM | 42.38K | SH | $9.87M 6.38% | 0.00 | 0.00 | 42.38K |
MICROSOFT CORPSOLE | COM | 20.34K | SH | $8.75M 5.66% | 0.00 | 0.00 | 20.34K |
ALPHABET INCSOLE | CAP STK CL A | 32.33K | SH | $5.36M 3.47% | 0.00 | 0.00 | 32.33K |
AMAZON COM INCSOLE | COM | 25.27K | SH | $4.71M 3.04% | 0.00 | 0.00 | 25.27K |
META PLATFORMS INCSOLE | CL A | 7.75K | SH | $4.43M 2.87% | 0.00 | 0.00 | 7.75K |
ELI LILLY & COSOLE | COM | 4.68K | SH | $4.15M 2.68% | 0.00 | 0.00 | 4.68K |
BROADCOM INCSOLE | COM | 20.31K | SH | $3.50M 2.26% | 0.00 | 0.00 | 20.31K |
ADVANCED MICRO DEVICES INCSOLE | COM | 19.52K | SH | $3.20M 2.07% | 0.00 | 0.00 | 19.52K |
NETFLIX INCSOLE | COM | 4.51K | SH | $3.20M 2.07% | 0.00 | 0.00 | 4.51K |
MARATHON PETE CORPSOLE | COM | 19.11K | SH | $3.11M 2.01% | 0.00 | 0.00 | 19.11K |
APPLIED MATLS INCSOLE | COM | 15.38K | SH | $3.11M 2.01% | 0.00 | 0.00 | 15.38K |
EATON CORP PLCSOLE | SHS | 9.14K | SH | $3.03M 1.96% | 0.00 | 0.00 | 9.14K |
D R HORTON INCSOLE | COM | 15.80K | SH | $3.01M 1.95% | 0.00 | 0.00 | 15.80K |
JPMORGAN CHASE & CO.SOLE | COM | 14.21K | SH | $3.00M 1.94% | 0.00 | 0.00 | 14.21K |
COSTCO WHSL CORP NEWSOLE | COM | 3.35K | SH | $2.97M 1.92% | 0.00 | 0.00 | 3.35K |
ADOBE INCSOLE | COM | 5.22K | SH | $2.71M 1.75% | 0.00 | 0.00 | 5.22K |
HCA HEALTHCARE INCSOLE | COM | 6.56K | SH | $2.67M 1.72% | 0.00 | 0.00 | 6.56K |
TJX COS INC NEWSOLE | COM | 20.85K | SH | $2.45M 1.58% | 0.00 | 0.00 | 20.85K |
REGENERON PHARMACEUTICALSSOLE | COM | 2.32K | SH | $2.44M 1.58% | 0.00 | 0.00 | 2.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.14K | SH | $2.36M 1.53% | 0.00 | 0.00 | 5.14K |
DELL TECHNOLOGIES INCSOLE | CL C | 19.45K | SH | $2.31M 1.49% | 0.00 | 0.00 | 19.45K |
CAPITAL ONE FINL CORPSOLE | COM | 15K | SH | $2.25M 1.45% | 0.00 | 0.00 | 15K |
VISA INCSOLE | COM CL A | 8.16K | SH | $2.24M 1.45% | 0.00 | 0.00 | 8.16K |
LOWES COS INCSOLE | COM | 8.20K | SH | $2.22M 1.43% | 0.00 | 0.00 | 8.20K |
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