Filed: 11/5/2025ACC: 0001214659-25-015950
📋 What this filing means
HUDSON CANYON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $174.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$174.13M
Total AUM (reported)
793.09K
Total Shares
Allocation by class
COM$134.90M77.5%
CAP STK CL A$8.57M4.9%
CL A$8.32M4.8%
COM NEW$6.66M3.8%
CL C$3.63M2.1%
SHS$3.26M1.9%
COM CL A$2.49M1.4%
Portfolio Concentration
Top 3$36.26M20.8%
4–10$37.22M21.4%
11–25$46.01M26.4%
Rest$54.64M31.4%
Top 3 weight
20.8%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 793.09K
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
793.09K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
NVIDIA CORPORATION
SOLEShares73.68K
TypeSH
Market value$15.24M
8.75%
Sole
0.00
Shared
0.00
None
73.68K
APPLE INC
SOLEShares40.13K
TypeSH
Market value$10.80M
6.20%
Sole
0.00
Shared
0.00
None
40.13K
MICROSOFT CORP
SOLEShares19.77K
TypeSH
Market value$10.22M
5.87%
Sole
0.00
Shared
0.00
None
19.77K
ALPHABET INC
SOLEShares30.20K
TypeSH
Market value$8.57M
4.92%
Sole
0.00
Shared
0.00
None
30.20K
BROADCOM INC
SOLEShares17.75K
TypeSH
Market value$6.43M
3.69%
Sole
0.00
Shared
0.00
None
17.75K
AMAZON COM INC
SOLEShares23.91K
TypeSH
Market value$6.07M
3.49%
Sole
0.00
Shared
0.00
None
23.91K
NETFLIX INC
SOLEShares4.11K
TypeSH
Market value$4.52M
2.59%
Sole
0.00
Shared
0.00
None
4.11K
META PLATFORMS INC
SOLEShares6.80K
TypeSH
Market value$4.34M
2.49%
Sole
0.00
Shared
0.00
None
6.80K
GE AEROSPACE
SOLEShares11.84K
TypeSH
Market value$3.65M
2.10%
Sole
0.00
Shared
0.00
None
11.84K
DELL TECHNOLOGIES INC
SOLEShares22.68K
TypeSH
Market value$3.63M
2.09%
Sole
0.00
Shared
0.00
None
22.68K
JPMORGAN CHASE & CO.
SOLEShares11.72K
TypeSH
Market value$3.63M
2.08%
Sole
0.00
Shared
0.00
None
11.72K
APPLIED MATLS INC
SOLEShares15.07K
TypeSH
Market value$3.58M
2.06%
Sole
0.00
Shared
0.00
None
15.07K
ELI LILLY & CO
SOLEShares3.72K
TypeSH
Market value$3.34M
1.92%
Sole
0.00
Shared
0.00
None
3.72K
TESLA INC
SOLEShares6.96K
TypeSH
Market value$3.26M
1.87%
Sole
0.00
Shared
0.00
None
6.96K
EATON CORP PLC
SOLEShares8.42K
TypeSH
Market value$3.26M
1.87%
Sole
0.00
Shared
0.00
None
8.42K
MARATHON PETE CORP
SOLEShares16.24K
TypeSH
Market value$3.18M
1.83%
Sole
0.00
Shared
0.00
None
16.24K
CAPITAL ONE FINL CORP
SOLEShares13.96K
TypeSH
Market value$3.09M
1.78%
Sole
0.00
Shared
0.00
None
13.96K
MORGAN STANLEY
SOLEShares18.39K
TypeSH
Market value$3.01M
1.73%
Sole
0.00
Shared
0.00
None
18.39K
CONSTELLATION ENERGY CORP
SOLEShares7.91K
TypeSH
Market value$2.99M
1.72%
Sole
0.00
Shared
0.00
None
7.91K
ORACLE CORP
SOLEShares11.56K
TypeSH
Market value$2.98M
1.71%
Sole
0.00
Shared
0.00
None
11.56K
HCA HEALTHCARE INC
SOLEShares6.10K
TypeSH
Market value$2.82M
1.62%
Sole
0.00
Shared
0.00
None
6.10K
BANK AMERICA CORP
SOLEShares51.52K
TypeSH
Market value$2.76M
1.58%
Sole
0.00
Shared
0.00
None
51.52K
RTX CORPORATION
SOLEShares15.45K
TypeSH
Market value$2.74M
1.57%
Sole
0.00
Shared
0.00
None
15.45K
TJX COS INC NEW
SOLEShares19.20K
TypeSH
Market value$2.70M
1.55%
Sole
0.00
Shared
0.00
None
19.20K
COSTCO WHSL CORP NEW
SOLEShares2.89K
TypeSH
Market value$2.69M
1.54%
Sole
0.00
Shared
0.00
None
2.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 73.68K | SH | $15.24M 8.75% | 0.00 | 0.00 | 73.68K |
APPLE INCSOLE | COM | 40.13K | SH | $10.80M 6.20% | 0.00 | 0.00 | 40.13K |
MICROSOFT CORPSOLE | COM | 19.77K | SH | $10.22M 5.87% | 0.00 | 0.00 | 19.77K |
ALPHABET INCSOLE | CAP STK CL A | 30.20K | SH | $8.57M 4.92% | 0.00 | 0.00 | 30.20K |
BROADCOM INCSOLE | COM | 17.75K | SH | $6.43M 3.69% | 0.00 | 0.00 | 17.75K |
AMAZON COM INCSOLE | COM | 23.91K | SH | $6.07M 3.49% | 0.00 | 0.00 | 23.91K |
NETFLIX INCSOLE | COM | 4.11K | SH | $4.52M 2.59% | 0.00 | 0.00 | 4.11K |
META PLATFORMS INCSOLE | CL A | 6.80K | SH | $4.34M 2.49% | 0.00 | 0.00 | 6.80K |
GE AEROSPACESOLE | COM NEW | 11.84K | SH | $3.65M 2.10% | 0.00 | 0.00 | 11.84K |
DELL TECHNOLOGIES INCSOLE | CL C | 22.68K | SH | $3.63M 2.09% | 0.00 | 0.00 | 22.68K |
JPMORGAN CHASE & CO.SOLE | COM | 11.72K | SH | $3.63M 2.08% | 0.00 | 0.00 | 11.72K |
APPLIED MATLS INCSOLE | COM | 15.07K | SH | $3.58M 2.06% | 0.00 | 0.00 | 15.07K |
ELI LILLY & COSOLE | COM | 3.72K | SH | $3.34M 1.92% | 0.00 | 0.00 | 3.72K |
TESLA INCSOLE | COM | 6.96K | SH | $3.26M 1.87% | 0.00 | 0.00 | 6.96K |
EATON CORP PLCSOLE | SHS | 8.42K | SH | $3.26M 1.87% | 0.00 | 0.00 | 8.42K |
MARATHON PETE CORPSOLE | COM | 16.24K | SH | $3.18M 1.83% | 0.00 | 0.00 | 16.24K |
CAPITAL ONE FINL CORPSOLE | COM | 13.96K | SH | $3.09M 1.78% | 0.00 | 0.00 | 13.96K |
MORGAN STANLEYSOLE | COM NEW | 18.39K | SH | $3.01M 1.73% | 0.00 | 0.00 | 18.39K |
CONSTELLATION ENERGY CORPSOLE | COM | 7.91K | SH | $2.99M 1.72% | 0.00 | 0.00 | 7.91K |
ORACLE CORPSOLE | COM | 11.56K | SH | $2.98M 1.71% | 0.00 | 0.00 | 11.56K |
HCA HEALTHCARE INCSOLE | COM | 6.10K | SH | $2.82M 1.62% | 0.00 | 0.00 | 6.10K |
BANK AMERICA CORPSOLE | COM | 51.52K | SH | $2.76M 1.58% | 0.00 | 0.00 | 51.52K |
RTX CORPORATIONSOLE | COM | 15.45K | SH | $2.74M 1.57% | 0.00 | 0.00 | 15.45K |
TJX COS INC NEWSOLE | COM | 19.20K | SH | $2.70M 1.55% | 0.00 | 0.00 | 19.20K |
COSTCO WHSL CORP NEWSOLE | COM | 2.89K | SH | $2.69M 1.54% | 0.00 | 0.00 | 2.89K |
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