Filed: 1/31/2025ACC: 0001214659-25-001620
๐ What this filing means
HUDSON CANYON CAPITAL MANAGEMENT filed this quarterly 13FโHR report disclosing 53 equity positions with a total reported market value of $153.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$153.33M
Total AUM (reported)
871.51K
Total Shares
Allocation by class
COM$122.86M80.1%
CAP STK CL A$6.12M4.0%
CL A$6.10M4.0%
COM NEW$4.45M2.9%
CL B$3.30M2.2%
SHS$3.03M2.0%
COM CL A$2.58M1.7%
Portfolio Concentration
Top 3$31.85M20.8%
4โ10$31.66M20.6%
11โ25$38.72M25.3%
Rest$51.10M33.3%
Top 3 weight
20.8%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 871.51K
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
871.51K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings53
Rows:
NVIDIA CORPORATION
SOLEShares94.25K
TypeSH
Market value$12.66M
8.25%
Sole
0.00
Shared
0.00
None
94.25K
APPLE INC
SOLEShares42.38K
TypeSH
Market value$10.61M
6.92%
Sole
0.00
Shared
0.00
None
42.38K
MICROSOFT CORP
SOLEShares20.34K
TypeSH
Market value$8.58M
5.59%
Sole
0.00
Shared
0.00
None
20.34K
ALPHABET INC
SOLEShares32.33K
TypeSH
Market value$6.12M
3.99%
Sole
0.00
Shared
0.00
None
32.33K
AMAZON COM INC
SOLEShares25.27K
TypeSH
Market value$5.54M
3.61%
Sole
0.00
Shared
0.00
None
25.27K
META PLATFORMS INC
SOLEShares7.75K
TypeSH
Market value$4.54M
2.96%
Sole
0.00
Shared
0.00
None
7.75K
BROADCOM INC
SOLEShares19.25K
TypeSH
Market value$4.46M
2.91%
Sole
0.00
Shared
0.00
None
19.25K
NETFLIX INC
SOLEShares4.51K
TypeSH
Market value$4.02M
2.62%
Sole
0.00
Shared
0.00
None
4.51K
ELI LILLY & CO
SOLEShares4.68K
TypeSH
Market value$3.62M
2.36%
Sole
0.00
Shared
0.00
None
4.68K
JPMORGAN CHASE & CO.
SOLEShares14.04K
TypeSH
Market value$3.37M
2.19%
Sole
0.00
Shared
0.00
None
14.04K
COSTCO WHSL CORP NEW
SOLEShares3.35K
TypeSH
Market value$3.07M
2.00%
Sole
0.00
Shared
0.00
None
3.35K
EATON CORP PLC
SOLEShares9.14K
TypeSH
Market value$3.03M
1.98%
Sole
0.00
Shared
0.00
None
9.14K
TESLA INC
SOLEShares7.45K
TypeSH
Market value$3.01M
1.96%
Sole
0.00
Shared
0.00
None
7.45K
CAPITAL ONE FINL CORP
SOLEShares15K
TypeSH
Market value$2.67M
1.74%
Sole
0.00
Shared
0.00
None
15K
MARATHON PETE CORP
SOLEShares19.11K
TypeSH
Market value$2.67M
1.74%
Sole
0.00
Shared
0.00
None
19.11K
VISA INC
SOLEShares8.16K
TypeSH
Market value$2.58M
1.68%
Sole
0.00
Shared
0.00
None
8.16K
DELL TECHNOLOGIES INC
SOLEShares22.25K
TypeSH
Market value$2.56M
1.67%
Sole
0.00
Shared
0.00
None
22.25K
TJX COS INC NEW
SOLEShares20.85K
TypeSH
Market value$2.52M
1.64%
Sole
0.00
Shared
0.00
None
20.85K
APPLIED MATLS INC
SOLEShares15.38K
TypeSH
Market value$2.50M
1.63%
Sole
0.00
Shared
0.00
None
15.38K
SALESFORCE INC
SOLEShares7.33K
TypeSH
Market value$2.45M
1.60%
Sole
0.00
Shared
0.00
None
7.33K
MORGAN STANLEY
SOLEShares18.98K
TypeSH
Market value$2.39M
1.56%
Sole
0.00
Shared
0.00
None
18.98K
ADVANCED MICRO DEVICES INC
SOLEShares19.52K
TypeSH
Market value$2.36M
1.54%
Sole
0.00
Shared
0.00
None
19.52K
BLACKROCK INC
SOLEShares2.29K
TypeSH
Market value$2.35M
1.53%
Sole
0.00
Shared
0.00
None
2.29K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.14K
TypeSH
Market value$2.33M
1.52%
Sole
0.00
Shared
0.00
None
5.14K
BANK AMERICA CORP
SOLEShares50.73K
TypeSH
Market value$2.23M
1.45%
Sole
0.00
Shared
0.00
None
50.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 94.25K | SH | $12.66M 8.25% | 0.00 | 0.00 | 94.25K |
APPLE INCSOLE | COM | 42.38K | SH | $10.61M 6.92% | 0.00 | 0.00 | 42.38K |
MICROSOFT CORPSOLE | COM | 20.34K | SH | $8.58M 5.59% | 0.00 | 0.00 | 20.34K |
ALPHABET INCSOLE | CAP STK CL A | 32.33K | SH | $6.12M 3.99% | 0.00 | 0.00 | 32.33K |
AMAZON COM INCSOLE | COM | 25.27K | SH | $5.54M 3.61% | 0.00 | 0.00 | 25.27K |
META PLATFORMS INCSOLE | CL A | 7.75K | SH | $4.54M 2.96% | 0.00 | 0.00 | 7.75K |
BROADCOM INCSOLE | COM | 19.25K | SH | $4.46M 2.91% | 0.00 | 0.00 | 19.25K |
NETFLIX INCSOLE | COM | 4.51K | SH | $4.02M 2.62% | 0.00 | 0.00 | 4.51K |
ELI LILLY & COSOLE | COM | 4.68K | SH | $3.62M 2.36% | 0.00 | 0.00 | 4.68K |
JPMORGAN CHASE & CO.SOLE | COM | 14.04K | SH | $3.37M 2.19% | 0.00 | 0.00 | 14.04K |
COSTCO WHSL CORP NEWSOLE | COM | 3.35K | SH | $3.07M 2.00% | 0.00 | 0.00 | 3.35K |
EATON CORP PLCSOLE | SHS | 9.14K | SH | $3.03M 1.98% | 0.00 | 0.00 | 9.14K |
TESLA INCSOLE | COM | 7.45K | SH | $3.01M 1.96% | 0.00 | 0.00 | 7.45K |
CAPITAL ONE FINL CORPSOLE | COM | 15K | SH | $2.67M 1.74% | 0.00 | 0.00 | 15K |
MARATHON PETE CORPSOLE | COM | 19.11K | SH | $2.67M 1.74% | 0.00 | 0.00 | 19.11K |
VISA INCSOLE | COM CL A | 8.16K | SH | $2.58M 1.68% | 0.00 | 0.00 | 8.16K |
DELL TECHNOLOGIES INCSOLE | CL C | 22.25K | SH | $2.56M 1.67% | 0.00 | 0.00 | 22.25K |
TJX COS INC NEWSOLE | COM | 20.85K | SH | $2.52M 1.64% | 0.00 | 0.00 | 20.85K |
APPLIED MATLS INCSOLE | COM | 15.38K | SH | $2.50M 1.63% | 0.00 | 0.00 | 15.38K |
SALESFORCE INCSOLE | COM | 7.33K | SH | $2.45M 1.60% | 0.00 | 0.00 | 7.33K |
MORGAN STANLEYSOLE | COM NEW | 18.98K | SH | $2.39M 1.56% | 0.00 | 0.00 | 18.98K |
ADVANCED MICRO DEVICES INCSOLE | COM | 19.52K | SH | $2.36M 1.54% | 0.00 | 0.00 | 19.52K |
BLACKROCK INCSOLE | COM | 2.29K | SH | $2.35M 1.53% | 0.00 | 0.00 | 2.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.14K | SH | $2.33M 1.52% | 0.00 | 0.00 | 5.14K |
BANK AMERICA CORPSOLE | COM | 50.73K | SH | $2.23M 1.45% | 0.00 | 0.00 | 50.73K |
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