EdgeMarket › What Hudson Edge Investment Partners Inc. reported owning
What Hudson Edge Investment Partners Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
684.3MPositions
101Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 81.9M | 12.0% | 242.3K | 418.95 | +83.3% |
| INFY Infosys Ltd | 60.2M | 8.8% | 4.5M | 11.94 | -29.8% |
| RYAAY RYANAIR HOLDINGS PLC | 56.5M | 8.3% | 977.2K | 55.80 | -14.6% |
| HDB HDFC BANK LTD | 50.6M | 7.4% | 2.0M | 23.60 | -37.0% |
| ICLR ICON PLC | 35.3M | 5.2% | 319.0K | 172.23 | -4.4% |
| WBD Warner Bros. Discovery, Inc. | 10.5M | 1.5% | 381.9K | 28.55 | +147.4% |
| OKE ONEOK INC /NEW/ | 9.3M | 1.4% | 102.6K | 93.33 | +26.7% |
| DOV DOVER Corp | 8.8M | 1.3% | 42.3K | 201.92 | +13.0% |
| JNJ JOHNSON & JOHNSON | 8.7M | 1.3% | 35.7K | 270.24 | +51.1% |
| COP CONOCOPHILLIPS | 8.6M | 1.3% | 65.4K | 134.87 | +42.1% |
| C CITIGROUP INC | 8.5M | 1.2% | 75.2K | 131.65 | +41.3% |
| BMY BRISTOL MYERS SQUIBB CO | 8.4M | 1.2% | 138.9K | 67.01 | +38.9% |
| EOG EOG RESOURCES INC | 8.4M | 1.2% | 58.1K | 153.05 | +29.3% |
| JPM JPMORGAN CHASE & CO | 8.2M | 1.2% | 27.9K | 351.58 | +20.3% |
| SNA Snap-on Inc | 8.2M | 1.2% | 22.6K | 393.39 | +21.7% |
| MTB M&T BANK CORP | 8.1M | 1.2% | 39.2K | 240.34 | +24.4% |
| LMT LOCKHEED MARTIN CORP | 7.9M | 1.2% | 13.1K | 563.57 | +26.4% |
| MDT Medtronic plc | 7.8M | 1.1% | 89.5K | 93.35 | +0.1% |
| DG DOLLAR GENERAL CORP | 7.7M | 1.1% | 65.2K | 123.41 | +7.5% |
| PEP PEPSICO INC | 7.7M | 1.1% | 49.6K | 143.48 | -4.8% |
| ACN Accenture plc | 7.7M | 1.1% | 38.8K | 185.28 | -27.4% |
| STT STATE STREET CORP | 7.7M | 1.1% | 60.8K | 187.13 | +67.2% |
| UDR UDR, Inc. | 7.7M | 1.1% | 227.3K | 37.77 | -2.7% |
| STZ CONSTELLATION BRANDS, INC. | 7.5M | 1.1% | 50.3K | 135.66 | -18.4% |
| HCA HCA Healthcare, Inc. | 7.5M | 1.1% | 15.9K | 429.19 | +4.6% |
| CVS CVS HEALTH Corp | 7.5M | 1.1% | 104.9K | 93.02 | +31.3% |
| URI UNITED RENTALS, INC. | 7.5M | 1.1% | 10.3K | 1,098.51 | +21.8% |
| GPC GENUINE PARTS CO | 7.5M | 1.1% | 70.9K | 133.96 | -2.2% |
| SJM J M SMUCKER Co | 7.5M | 1.1% | 77.7K | 124.32 | +10.0% |
| SPG SIMON PROPERTY GROUP INC. | 7.5M | 1.1% | 40.0K | 218.29 | +25.4% |
| HD HOME DEPOT, INC. | 7.4M | 1.1% | 22.6K | 335.61 | -16.5% |
| HUBB HUBBELL INC | 7.4M | 1.1% | 15.1K | 470.03 | +9.3% |
| COR Cencora, Inc. | 7.4M | 1.1% | 23.5K | 318.04 | +4.7% |
| HBAN HUNTINGTON BANCSHARES INC /MD/ | 7.4M | 1.1% | 470.5K | 17.03 | +1.4% |
| unmapped CUSIP 025537101 | 7.3M | 1.1% | 56.1K | — | — |
| DUK Duke Energy CORP | 7.3M | 1.1% | 55.7K | 119.85 | -3.7% |
| CMCSA COMCAST CORP | 7.3M | 1.1% | 254.0K | 26.85 | -19.3% |
| O REALTY INCOME CORP | 7.3M | 1.1% | 119.0K | 62.60 | +4.5% |
| NUE NUCOR CORP | 7.2M | 1.0% | 42.4K | 243.63 | +69.8% |
| AFL AFLAC INC | 7.1M | 1.0% | 65.0K | 116.07 | +7.6% |
| ABBV AbbVie Inc. | 7.1M | 1.0% | 32.7K | 264.96 | +26.7% |
| MET METLIFE INC | 7.1M | 1.0% | 100.1K | 94.34 | +19.4% |
| BDX BECTON DICKINSON & CO | 7.0M | 1.0% | 44.7K | 192.00 | -3.6% |
| CSCO CISCO SYSTEMS, INC. | 6.9M | 1.0% | 89.1K | 111.04 | +65.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 6.9M | 1.0% | 28.3K | 235.68 | -2.8% |
| OMC OMNICOM GROUP INC. | 6.8M | 1.0% | 90.8K | 87.54 | +12.6% |
| FISV FISERV INC | 6.6M | 1.0% | 118.9K | 52.58 | -62.4% |
| ADBE ADOBE INC. | 6.6M | 1.0% | 27.1K | 275.30 | -22.1% |
| KHC Kraft Heinz Co | 6.4M | 0.9% | 285.9K | 25.58 | -6.7% |
| AMAT APPLIED MATERIALS INC /DE | 5.8M | 0.9% | 17.0K | 492.32 | +205.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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