Filed: 8/11/2025ACC: 0001214659-25-011785
📋 What this filing means
HUDSON CANYON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $160.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$160.74M
Total AUM (reported)
811.94K
Total Shares
Allocation by class
COM$125.66M78.2%
CL A$7.21M4.5%
COM NEW$5.88M3.7%
CAP STK CL A$5.58M3.5%
CL B$3.51M2.2%
SHS$3.15M2.0%
CL C$2.78M1.7%
Portfolio Concentration
Top 3$31.21M19.4%
4–10$33.99M21.1%
11–25$41.47M25.8%
Rest$54.06M33.6%
Top 3 weight
19.4%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 811.94K
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
811.94K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
NVIDIA CORPORATION
SOLEShares79.35K
TypeSH
Market value$12.54M
7.80%
Sole
0.00
Shared
0.00
None
79.35K
MICROSOFT CORP
SOLEShares20.44K
TypeSH
Market value$10.17M
6.32%
Sole
0.00
Shared
0.00
None
20.44K
APPLE INC
SOLEShares41.49K
TypeSH
Market value$8.51M
5.30%
Sole
0.00
Shared
0.00
None
41.49K
NETFLIX INC
SOLEShares4.25K
TypeSH
Market value$5.69M
3.54%
Sole
0.00
Shared
0.00
None
4.25K
ALPHABET INC
SOLEShares31.67K
TypeSH
Market value$5.58M
3.47%
Sole
0.00
Shared
0.00
None
31.67K
AMAZON COM INC
SOLEShares24.71K
TypeSH
Market value$5.42M
3.37%
Sole
0.00
Shared
0.00
None
24.71K
META PLATFORMS INC
SOLEShares7.33K
TypeSH
Market value$5.41M
3.37%
Sole
0.00
Shared
0.00
None
7.33K
BROADCOM INC
SOLEShares18.35K
TypeSH
Market value$5.06M
3.15%
Sole
0.00
Shared
0.00
None
18.35K
JPMORGAN CHASE & CO.
SOLEShares12.48K
TypeSH
Market value$3.62M
2.25%
Sole
0.00
Shared
0.00
None
12.48K
GE AEROSPACE
SOLEShares12.46K
TypeSH
Market value$3.21M
2.00%
Sole
0.00
Shared
0.00
None
12.46K
EATON CORP PLC
SOLEShares8.81K
TypeSH
Market value$3.15M
1.96%
Sole
0.00
Shared
0.00
None
8.81K
CAPITAL ONE FINL CORP
SOLEShares14.68K
TypeSH
Market value$3.12M
1.94%
Sole
0.00
Shared
0.00
None
14.68K
ELI LILLY & CO
SOLEShares3.85K
TypeSH
Market value$3.00M
1.87%
Sole
0.00
Shared
0.00
None
3.85K
COSTCO WHSL CORP NEW
SOLEShares3.01K
TypeSH
Market value$2.98M
1.86%
Sole
0.00
Shared
0.00
None
3.01K
MARATHON PETE CORP
SOLEShares17.09K
TypeSH
Market value$2.84M
1.77%
Sole
0.00
Shared
0.00
None
17.09K
DELL TECHNOLOGIES INC
SOLEShares22.68K
TypeSH
Market value$2.78M
1.73%
Sole
0.00
Shared
0.00
None
22.68K
APPLIED MATLS INC
SOLEShares15.07K
TypeSH
Market value$2.76M
1.72%
Sole
0.00
Shared
0.00
None
15.07K
VISA INC
SOLEShares7.64K
TypeSH
Market value$2.71M
1.69%
Sole
0.00
Shared
0.00
None
7.64K
SCHWAB CHARLES CORP
SOLEShares29.42K
TypeSH
Market value$2.68M
1.67%
Sole
0.00
Shared
0.00
None
29.42K
MORGAN STANLEY
SOLEShares19K
TypeSH
Market value$2.68M
1.66%
Sole
0.00
Shared
0.00
None
19K
CONSTELLATION ENERGY CORP
SOLEShares8.19K
TypeSH
Market value$2.64M
1.64%
Sole
0.00
Shared
0.00
None
8.19K
VISTRA CORP
SOLEShares13.36K
TypeSH
Market value$2.59M
1.61%
Sole
0.00
Shared
0.00
None
13.36K
ORACLE CORP
SOLEShares11.56K
TypeSH
Market value$2.53M
1.57%
Sole
0.00
Shared
0.00
None
11.56K
BANK AMERICA CORP
SOLEShares53.28K
TypeSH
Market value$2.52M
1.57%
Sole
0.00
Shared
0.00
None
53.28K
TJX COS INC NEW
SOLEShares20.16K
TypeSH
Market value$2.49M
1.55%
Sole
0.00
Shared
0.00
None
20.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 79.35K | SH | $12.54M 7.80% | 0.00 | 0.00 | 79.35K |
MICROSOFT CORPSOLE | COM | 20.44K | SH | $10.17M 6.32% | 0.00 | 0.00 | 20.44K |
APPLE INCSOLE | COM | 41.49K | SH | $8.51M 5.30% | 0.00 | 0.00 | 41.49K |
NETFLIX INCSOLE | COM | 4.25K | SH | $5.69M 3.54% | 0.00 | 0.00 | 4.25K |
ALPHABET INCSOLE | CAP STK CL A | 31.67K | SH | $5.58M 3.47% | 0.00 | 0.00 | 31.67K |
AMAZON COM INCSOLE | COM | 24.71K | SH | $5.42M 3.37% | 0.00 | 0.00 | 24.71K |
META PLATFORMS INCSOLE | CL A | 7.33K | SH | $5.41M 3.37% | 0.00 | 0.00 | 7.33K |
BROADCOM INCSOLE | COM | 18.35K | SH | $5.06M 3.15% | 0.00 | 0.00 | 18.35K |
JPMORGAN CHASE & CO.SOLE | COM | 12.48K | SH | $3.62M 2.25% | 0.00 | 0.00 | 12.48K |
GE AEROSPACESOLE | COM NEW | 12.46K | SH | $3.21M 2.00% | 0.00 | 0.00 | 12.46K |
EATON CORP PLCSOLE | SHS | 8.81K | SH | $3.15M 1.96% | 0.00 | 0.00 | 8.81K |
CAPITAL ONE FINL CORPSOLE | COM | 14.68K | SH | $3.12M 1.94% | 0.00 | 0.00 | 14.68K |
ELI LILLY & COSOLE | COM | 3.85K | SH | $3.00M 1.87% | 0.00 | 0.00 | 3.85K |
COSTCO WHSL CORP NEWSOLE | COM | 3.01K | SH | $2.98M 1.86% | 0.00 | 0.00 | 3.01K |
MARATHON PETE CORPSOLE | COM | 17.09K | SH | $2.84M 1.77% | 0.00 | 0.00 | 17.09K |
DELL TECHNOLOGIES INCSOLE | CL C | 22.68K | SH | $2.78M 1.73% | 0.00 | 0.00 | 22.68K |
APPLIED MATLS INCSOLE | COM | 15.07K | SH | $2.76M 1.72% | 0.00 | 0.00 | 15.07K |
VISA INCSOLE | COM CL A | 7.64K | SH | $2.71M 1.69% | 0.00 | 0.00 | 7.64K |
SCHWAB CHARLES CORPSOLE | COM | 29.42K | SH | $2.68M 1.67% | 0.00 | 0.00 | 29.42K |
MORGAN STANLEYSOLE | COM NEW | 19K | SH | $2.68M 1.66% | 0.00 | 0.00 | 19K |
CONSTELLATION ENERGY CORPSOLE | COM | 8.19K | SH | $2.64M 1.64% | 0.00 | 0.00 | 8.19K |
VISTRA CORPSOLE | COM | 13.36K | SH | $2.59M 1.61% | 0.00 | 0.00 | 13.36K |
ORACLE CORPSOLE | COM | 11.56K | SH | $2.53M 1.57% | 0.00 | 0.00 | 11.56K |
BANK AMERICA CORPSOLE | COM | 53.28K | SH | $2.52M 1.57% | 0.00 | 0.00 | 53.28K |
TJX COS INC NEWSOLE | COM | 20.16K | SH | $2.49M 1.55% | 0.00 | 0.00 | 20.16K |
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