HUDSON EDGE INVESTMENT PARTNERS INC.
Long book
$684.3M
Q1 2026
Positions
101
Top-10 weight
48%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsHUDSON EDGE INVESTMENT PARTNERS INC. is a diversified fundamental manager, running a $684.3M US long book across 101 positions.
The portfolio is moderately concentrated (top 10 ≈ 48% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: TAIWAN SEMICONDUCTOR-SP ADR, INFOSYS LTD-SP ADR, RYANAIR HOLDINGS PLC-SP ADR, HDFC BANK LTD-ADR, ICON PLC.
Over the last 9 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-4.0%
Q2 2024
+5.5%
Q3 2024
-2.4%
Q4 2024
-1.0%
Q1 2025
+8.5%
Q2 2025
+5.5%
Q3 2025
+6.7%
Q4 2025
-6.5%
Q1 2026
+12.2%
Sector allocation
Healthcare 23%
Financials 17%
Industrials 10%
Technology 9%
Consumer discretionary 8%
Services media 8%
Consumer staples 7%
Utilities 6%
Long book by quarter
What does HUDSON EDGE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ICLR ICON PLC | Healthcare | 319.0K | $35.3M | 5.2% | +22.5% |
| WBD WARNER BROS DISCOVERY INC | Communications | 381.9K | $10.5M | 1.5% | -0.1% |
| OKE ONEOK INC | Utilities | 102.6K | $9.3M | 1.4% | -1.8% |
| DOV DOVER CORP | Industrials | 42.3K | $8.8M | 1.3% | -1.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 35.7K | $8.7M | 1.3% | -18.3% |
| COP CONOCOPHILLIPS | Energy | 65.4K | $8.6M | 1.3% | -19.9% |
| C CITIGROUP INC | Financials | 75.2K | $8.5M | 1.2% | -13.9% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 138.9K | $8.4M | 1.2% | -17.7% |
| EOG EOG RESOURCES INC | Energy | 58.1K | $8.4M | 1.2% | -12.6% |
| JPM JPMORGAN CHASE & CO | Financials | 27.9K | $8.2M | 1.2% | -1.9% |
| SNA SNAP-ON INC | Industrials | 22.6K | $8.2M | 1.2% | -2.0% |
| MTB M & T BANK CORP | Financials | 39.2K | $8.1M | 1.2% | -1.4% |
| LMT LOCKHEED MARTIN CORP | Industrials | 13.1K | $7.9M | 1.2% | -22.2% |
| MDT MEDTRONIC PLC | Healthcare | 89.5K | $7.8M | 1.1% | +18.8% |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 65.2K | $7.7M | 1.1% | +13.2% |
| PEP PEPSICO INC | Consumer staples | 49.6K | $7.7M | 1.1% | New |
| ACN ACCENTURE PLC-CL A | Services media | 38.8K | $7.7M | 1.1% | +26.0% |
| STT STATE STREET CORP | Financials | 60.8K | $7.7M | 1.1% | -1.6% |
| STZ CONSTELLATION BRANDS INC-A | Consumer staples | 50.3K | $7.5M | 1.1% | +4.7% |
| HCA HCA HEALTHCARE INC | Healthcare | 15.9K | $7.5M | 1.1% | -1.8% |
| CVS CVS HEALTH CORP | Healthcare | 104.9K | $7.5M | 1.1% | +11.4% |
| URI UNITED RENTALS INC | Services media | 10.3K | $7.5M | 1.1% | +20.7% |
| GPC GENUINE PARTS CO | Consumer discretionary | 70.9K | $7.5M | 1.1% | +32.6% |
| SJM JM SMUCKER CO/THE | Consumer staples | 77.7K | $7.5M | 1.1% | +7.2% |
| HD HOME DEPOT INC | Consumer discretionary | 22.6K | $7.4M | 1.1% | +8.8% |
| HUBB HUBBELL INC | Technology | 15.1K | $7.4M | 1.1% | -11.3% |
| COR CENCORA INC | Consumer discretionary | 23.5K | $7.4M | 1.1% | +6.3% |
| HBAN HUNTINGTON BANCSHARES INC | Financials | 470.5K | $7.4M | 1.1% | +1.8% |
| AEP AMERICAN ELECTRIC POWER | Utilities | 56.1K | $7.3M | 1.1% | -11.2% |
| DUK DUKE ENERGY CORP | Utilities | 55.7K | $7.3M | 1.1% | -12.0% |
| CMCSA COMCAST CORP-CLASS A | Communications | 254.0K | $7.3M | 1.1% | +10.7% |
| NUE NUCOR CORP | Industrials | 42.4K | $7.2M | 1.0% | -10.6% |
| AFL AFLAC INC | Financials | 65.0K | $7.1M | 1.0% | -1.8% |
| ABBV ABBVIE INC | Healthcare | 32.7K | $7.1M | 1.0% | +7.2% |
| MET METLIFE INC | Financials | 100.1K | $7.1M | 1.0% | -1.8% |
| BDX BECTON DICKINSON AND CO | Healthcare | 44.7K | $7.0M | 1.0% | +4.6% |
| CSCO CISCO SYSTEMS INC | Technology | 89.1K | $6.9M | 1.0% | -1.9% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 28.3K | $6.9M | 1.0% | +25.7% |
| OMC OMNICOM GROUP | Services media | 90.8K | $6.8M | 1.0% | +6.3% |
| FISV FISERV INC | Services media | 118.9K | $6.6M | 1.0% | +18.4% |
| ADBE ADOBE INC | Technology | 27.1K | $6.6M | 1.0% | New |
| KHC KRAFT HEINZ CO/THE | Consumer staples | 285.9K | $6.4M | 0.9% | +10.2% |
| AMAT APPLIED MATERIALS INC | Technology | 17.0K | $5.8M | 0.9% | -38.9% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 31.6K | $5.8M | 0.8% | -2.1% |
| AMCR AMCOR PLC | Other | 118.5K | $4.7M | 0.7% | -80.4% |
| MPC MARATHON PETROLEUM CORP | Energy | 7.3K | $1.8M | 0.3% | -76.9% |
| PB PROSPERITY BANCSHARES INC | Financials | 21.7K | $1.5M | 0.2% | -4.5% |
| HOMB HOME BANCSHARES INC | Financials | 54.0K | $1.5M | 0.2% | +0.3% |
| AHCO ADAPTHEALTH CORP | Healthcare | 113.7K | $1.4M | 0.2% | +84.4% |
| AGM FEDERAL AGRIC MTG CORP-CL C | Financials | 7.1K | $1.0M | 0.2% | +17.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 27, 2026 | 101 | $684.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 87 | $674.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 88 | $617.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 21, 2025 | 91 | $584.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 28, 2025 | 101 | $491.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 3, 2025 | 187 | $542.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 195 | $539.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 192 | $517.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 160 | $512.2M | canonical | SEC ↗ |
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