Filed: 2/6/2026ACC: 0001214659-26-001274
📋 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 $171.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$171.10M
Total AUM (reported)
831.47K
Total Shares
Allocation by class
COM$131.80M77.0%
CAP STK CL A$9.19M5.4%
CL A$8.32M4.9%
COM NEW$6.84M4.0%
CL C$2.85M1.7%
SHS$2.68M1.6%
COM CL A$2.59M1.5%
Portfolio Concentration
Top 3$34.21M20.0%
4–10$36.59M21.4%
11–25$44.84M26.2%
Rest$55.46M32.4%
Top 3 weight
20.0%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 831.47K
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
831.47K
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$13.74M
8.03%
Sole
0.00
Shared
0.00
None
73.68K
APPLE INC
SOLEShares40.13K
TypeSH
Market value$10.91M
6.38%
Sole
0.00
Shared
0.00
None
40.13K
MICROSOFT CORP
SOLEShares19.77K
TypeSH
Market value$9.56M
5.59%
Sole
0.00
Shared
0.00
None
19.77K
ALPHABET INC
SOLEShares29.35K
TypeSH
Market value$9.19M
5.37%
Sole
0.00
Shared
0.00
None
29.35K
BROADCOM INC
SOLEShares16.75K
TypeSH
Market value$5.80M
3.39%
Sole
0.00
Shared
0.00
None
16.75K
AMAZON COM INC
SOLEShares23.91K
TypeSH
Market value$5.52M
3.22%
Sole
0.00
Shared
0.00
None
23.91K
META PLATFORMS INC
SOLEShares6.80K
TypeSH
Market value$4.49M
2.63%
Sole
0.00
Shared
0.00
None
6.80K
APPLIED MATLS INC
SOLEShares15.07K
TypeSH
Market value$3.87M
2.26%
Sole
0.00
Shared
0.00
None
15.07K
ELI LILLY & CO
SOLEShares3.60K
TypeSH
Market value$3.87M
2.26%
Sole
0.00
Shared
0.00
None
3.60K
NETFLIX INC
SOLEShares41.07K
TypeSH
Market value$3.85M
2.25%
Sole
0.00
Shared
0.00
None
41.07K
JPMORGAN CHASE & CO.
SOLEShares11.30K
TypeSH
Market value$3.64M
2.13%
Sole
0.00
Shared
0.00
None
11.30K
GE AEROSPACE
SOLEShares11.60K
TypeSH
Market value$3.57M
2.09%
Sole
0.00
Shared
0.00
None
11.60K
CAPITAL ONE FINL CORP
SOLEShares13.96K
TypeSH
Market value$3.38M
1.98%
Sole
0.00
Shared
0.00
None
13.96K
MORGAN STANLEY
SOLEShares18.39K
TypeSH
Market value$3.26M
1.91%
Sole
0.00
Shared
0.00
None
18.39K
TESLA INC
SOLEShares6.96K
TypeSH
Market value$3.13M
1.83%
Sole
0.00
Shared
0.00
None
6.96K
TJX COS INC NEW
SOLEShares19.20K
TypeSH
Market value$2.95M
1.72%
Sole
0.00
Shared
0.00
None
19.20K
DELL TECHNOLOGIES INC
SOLEShares22.68K
TypeSH
Market value$2.85M
1.67%
Sole
0.00
Shared
0.00
None
22.68K
HCA HEALTHCARE INC
SOLEShares6.10K
TypeSH
Market value$2.85M
1.67%
Sole
0.00
Shared
0.00
None
6.10K
RTX CORPORATION
SOLEShares15.45K
TypeSH
Market value$2.83M
1.66%
Sole
0.00
Shared
0.00
None
15.45K
BANK AMERICA CORP
SOLEShares51.52K
TypeSH
Market value$2.83M
1.66%
Sole
0.00
Shared
0.00
None
51.52K
SCHWAB CHARLES CORP
SOLEShares28.21K
TypeSH
Market value$2.82M
1.65%
Sole
0.00
Shared
0.00
None
28.21K
CONSTELLATION ENERGY CORP
SOLEShares7.91K
TypeSH
Market value$2.79M
1.63%
Sole
0.00
Shared
0.00
None
7.91K
EATON CORP PLC
SOLEShares8.42K
TypeSH
Market value$2.68M
1.57%
Sole
0.00
Shared
0.00
None
8.42K
MARATHON PETE CORP
SOLEShares16.24K
TypeSH
Market value$2.64M
1.54%
Sole
0.00
Shared
0.00
None
16.24K
VISA INC
SOLEShares7.39K
TypeSH
Market value$2.59M
1.52%
Sole
0.00
Shared
0.00
None
7.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 73.68K | SH | $13.74M 8.03% | 0.00 | 0.00 | 73.68K |
APPLE INCSOLE | COM | 40.13K | SH | $10.91M 6.38% | 0.00 | 0.00 | 40.13K |
MICROSOFT CORPSOLE | COM | 19.77K | SH | $9.56M 5.59% | 0.00 | 0.00 | 19.77K |
ALPHABET INCSOLE | CAP STK CL A | 29.35K | SH | $9.19M 5.37% | 0.00 | 0.00 | 29.35K |
BROADCOM INCSOLE | COM | 16.75K | SH | $5.80M 3.39% | 0.00 | 0.00 | 16.75K |
AMAZON COM INCSOLE | COM | 23.91K | SH | $5.52M 3.22% | 0.00 | 0.00 | 23.91K |
META PLATFORMS INCSOLE | CL A | 6.80K | SH | $4.49M 2.63% | 0.00 | 0.00 | 6.80K |
APPLIED MATLS INCSOLE | COM | 15.07K | SH | $3.87M 2.26% | 0.00 | 0.00 | 15.07K |
ELI LILLY & COSOLE | COM | 3.60K | SH | $3.87M 2.26% | 0.00 | 0.00 | 3.60K |
NETFLIX INCSOLE | COM | 41.07K | SH | $3.85M 2.25% | 0.00 | 0.00 | 41.07K |
JPMORGAN CHASE & CO.SOLE | COM | 11.30K | SH | $3.64M 2.13% | 0.00 | 0.00 | 11.30K |
GE AEROSPACESOLE | COM NEW | 11.60K | SH | $3.57M 2.09% | 0.00 | 0.00 | 11.60K |
CAPITAL ONE FINL CORPSOLE | COM | 13.96K | SH | $3.38M 1.98% | 0.00 | 0.00 | 13.96K |
MORGAN STANLEYSOLE | COM NEW | 18.39K | SH | $3.26M 1.91% | 0.00 | 0.00 | 18.39K |
TESLA INCSOLE | COM | 6.96K | SH | $3.13M 1.83% | 0.00 | 0.00 | 6.96K |
TJX COS INC NEWSOLE | COM | 19.20K | SH | $2.95M 1.72% | 0.00 | 0.00 | 19.20K |
DELL TECHNOLOGIES INCSOLE | CL C | 22.68K | SH | $2.85M 1.67% | 0.00 | 0.00 | 22.68K |
HCA HEALTHCARE INCSOLE | COM | 6.10K | SH | $2.85M 1.67% | 0.00 | 0.00 | 6.10K |
RTX CORPORATIONSOLE | COM | 15.45K | SH | $2.83M 1.66% | 0.00 | 0.00 | 15.45K |
BANK AMERICA CORPSOLE | COM | 51.52K | SH | $2.83M 1.66% | 0.00 | 0.00 | 51.52K |
SCHWAB CHARLES CORPSOLE | COM | 28.21K | SH | $2.82M 1.65% | 0.00 | 0.00 | 28.21K |
CONSTELLATION ENERGY CORPSOLE | COM | 7.91K | SH | $2.79M 1.63% | 0.00 | 0.00 | 7.91K |
EATON CORP PLCSOLE | SHS | 8.42K | SH | $2.68M 1.57% | 0.00 | 0.00 | 8.42K |
MARATHON PETE CORPSOLE | COM | 16.24K | SH | $2.64M 1.54% | 0.00 | 0.00 | 16.24K |
VISA INCSOLE | COM CL A | 7.39K | SH | $2.59M 1.52% | 0.00 | 0.00 | 7.39K |
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