Filed: 5/12/2025ACC: 0001214659-25-007349
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 $142.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$142.02M
Total AUM (reported)
830.65K
Total Shares
Allocation by class
COM$111.32M78.4%
CL A$6.11M4.3%
CAP STK CL A$5.00M3.5%
COM NEW$4.69M3.3%
CL B$3.07M2.2%
CL B NEW$2.74M1.9%
COM CL A$2.73M1.9%
Portfolio Concentration
Top 3$25.88M18.2%
4โ10$27.84M19.6%
11โ25$36.84M25.9%
Rest$51.46M36.2%
Top 3 weight
18.2%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 830.65K
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
830.65K
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:
APPLE INC
SOLEShares42.38K
TypeSH
Market value$9.41M
6.63%
Sole
0.00
Shared
0.00
None
42.38K
NVIDIA CORPORATION
SOLEShares81.50K
TypeSH
Market value$8.83M
6.22%
Sole
0.00
Shared
0.00
None
81.50K
MICROSOFT CORP
SOLEShares20.34K
TypeSH
Market value$7.64M
5.38%
Sole
0.00
Shared
0.00
None
20.34K
ALPHABET INC
SOLEShares32.33K
TypeSH
Market value$5.00M
3.52%
Sole
0.00
Shared
0.00
None
32.33K
AMAZON COM INC
SOLEShares25.27K
TypeSH
Market value$4.81M
3.38%
Sole
0.00
Shared
0.00
None
25.27K
META PLATFORMS INC
SOLEShares7.49K
TypeSH
Market value$4.32M
3.04%
Sole
0.00
Shared
0.00
None
7.49K
NETFLIX INC
SOLEShares4.51K
TypeSH
Market value$4.20M
2.96%
Sole
0.00
Shared
0.00
None
4.51K
ELI LILLY & CO
SOLEShares3.92K
TypeSH
Market value$3.24M
2.28%
Sole
0.00
Shared
0.00
None
3.92K
BROADCOM INC
SOLEShares18.75K
TypeSH
Market value$3.14M
2.21%
Sole
0.00
Shared
0.00
None
18.75K
JPMORGAN CHASE & CO.
SOLEShares12.75K
TypeSH
Market value$3.13M
2.20%
Sole
0.00
Shared
0.00
None
12.75K
COSTCO WHSL CORP NEW
SOLEShares3.13K
TypeSH
Market value$2.96M
2.08%
Sole
0.00
Shared
0.00
None
3.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.14K
TypeSH
Market value$2.74M
1.93%
Sole
0.00
Shared
0.00
None
5.14K
VISA INC
SOLEShares7.80K
TypeSH
Market value$2.73M
1.92%
Sole
0.00
Shared
0.00
None
7.80K
CAPITAL ONE FINL CORP
SOLEShares15K
TypeSH
Market value$2.69M
1.89%
Sole
0.00
Shared
0.00
None
15K
MARATHON PETE CORP
SOLEShares17.83K
TypeSH
Market value$2.60M
1.83%
Sole
0.00
Shared
0.00
None
17.83K
TJX COS INC NEW
SOLEShares20.60K
TypeSH
Market value$2.51M
1.77%
Sole
0.00
Shared
0.00
None
20.60K
GE AEROSPACE
SOLEShares12.35K
TypeSH
Market value$2.47M
1.74%
Sole
0.00
Shared
0.00
None
12.35K
EATON CORP PLC
SOLEShares9.01K
TypeSH
Market value$2.45M
1.72%
Sole
0.00
Shared
0.00
None
9.01K
SCHWAB CHARLES CORP
SOLEShares30.05K
TypeSH
Market value$2.35M
1.66%
Sole
0.00
Shared
0.00
None
30.05K
SIMON PPTY GROUP INC NEW
SOLEShares13.50K
TypeSH
Market value$2.24M
1.58%
Sole
0.00
Shared
0.00
None
13.50K
APPLIED MATLS INC
SOLEShares15.38K
TypeSH
Market value$2.23M
1.57%
Sole
0.00
Shared
0.00
None
15.38K
HCA HEALTHCARE INC
SOLEShares6.44K
TypeSH
Market value$2.23M
1.57%
Sole
0.00
Shared
0.00
None
6.44K
AUTOZONE INC
SOLEShares583.00
TypeSH
Market value$2.22M
1.57%
Sole
0.00
Shared
0.00
None
583.00
MORGAN STANLEY
SOLEShares18.98K
TypeSH
Market value$2.21M
1.56%
Sole
0.00
Shared
0.00
None
18.98K
BANK AMERICA CORP
SOLEShares52.96K
TypeSH
Market value$2.21M
1.56%
Sole
0.00
Shared
0.00
None
52.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 42.38K | SH | $9.41M 6.63% | 0.00 | 0.00 | 42.38K |
NVIDIA CORPORATIONSOLE | COM | 81.50K | SH | $8.83M 6.22% | 0.00 | 0.00 | 81.50K |
MICROSOFT CORPSOLE | COM | 20.34K | SH | $7.64M 5.38% | 0.00 | 0.00 | 20.34K |
ALPHABET INCSOLE | CAP STK CL A | 32.33K | SH | $5.00M 3.52% | 0.00 | 0.00 | 32.33K |
AMAZON COM INCSOLE | COM | 25.27K | SH | $4.81M 3.38% | 0.00 | 0.00 | 25.27K |
META PLATFORMS INCSOLE | CL A | 7.49K | SH | $4.32M 3.04% | 0.00 | 0.00 | 7.49K |
NETFLIX INCSOLE | COM | 4.51K | SH | $4.20M 2.96% | 0.00 | 0.00 | 4.51K |
ELI LILLY & COSOLE | COM | 3.92K | SH | $3.24M 2.28% | 0.00 | 0.00 | 3.92K |
BROADCOM INCSOLE | COM | 18.75K | SH | $3.14M 2.21% | 0.00 | 0.00 | 18.75K |
JPMORGAN CHASE & CO.SOLE | COM | 12.75K | SH | $3.13M 2.20% | 0.00 | 0.00 | 12.75K |
COSTCO WHSL CORP NEWSOLE | COM | 3.13K | SH | $2.96M 2.08% | 0.00 | 0.00 | 3.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.14K | SH | $2.74M 1.93% | 0.00 | 0.00 | 5.14K |
VISA INCSOLE | COM CL A | 7.80K | SH | $2.73M 1.92% | 0.00 | 0.00 | 7.80K |
CAPITAL ONE FINL CORPSOLE | COM | 15K | SH | $2.69M 1.89% | 0.00 | 0.00 | 15K |
MARATHON PETE CORPSOLE | COM | 17.83K | SH | $2.60M 1.83% | 0.00 | 0.00 | 17.83K |
TJX COS INC NEWSOLE | COM | 20.60K | SH | $2.51M 1.77% | 0.00 | 0.00 | 20.60K |
GE AEROSPACESOLE | COM NEW | 12.35K | SH | $2.47M 1.74% | 0.00 | 0.00 | 12.35K |
EATON CORP PLCSOLE | SHS | 9.01K | SH | $2.45M 1.72% | 0.00 | 0.00 | 9.01K |
SCHWAB CHARLES CORPSOLE | COM | 30.05K | SH | $2.35M 1.66% | 0.00 | 0.00 | 30.05K |
SIMON PPTY GROUP INC NEWSOLE | COM | 13.50K | SH | $2.24M 1.58% | 0.00 | 0.00 | 13.50K |
APPLIED MATLS INCSOLE | COM | 15.38K | SH | $2.23M 1.57% | 0.00 | 0.00 | 15.38K |
HCA HEALTHCARE INCSOLE | COM | 6.44K | SH | $2.23M 1.57% | 0.00 | 0.00 | 6.44K |
AUTOZONE INCSOLE | COM | 583.00 | SH | $2.22M 1.57% | 0.00 | 0.00 | 583.00 |
MORGAN STANLEYSOLE | COM NEW | 18.98K | SH | $2.21M 1.56% | 0.00 | 0.00 | 18.98K |
BANK AMERICA CORPSOLE | COM | 52.96K | SH | $2.21M 1.56% | 0.00 | 0.00 | 52.96K |
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