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Hudson Canyon Capital Management

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13F filer, CIK 1978883, NEW YORK, NY

Hudson Canyon Capital Management reported $142,017,724 across 53 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 37.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-007349

Period
2025-03-31
Reported value
$142M
Holdings
53
Top 10 weight
37.83%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPGnew+13,500$2.24M
FOXAnew+31,950$1.81M
UBERnew+24,800$1.81M
AMGNnew+5,200$1.62M
ORCLnew+10,650$1.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DISexited-16,699-$1.86M
NEEexited-22,633-$1.62M
CSXexited-48,879-$1.58M
PLDexited-14,865-$1.57M
MRKexited-15,500-$1.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001214659-25-007349, largest first. % of portfolio is the value over $142,017,724, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,380 shares; 2024Q4: 42,380 shares; 2025Q1: 42,380 shares 42,380$9.41M6.63%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,500 shares; 2024Q4: 94,250 shares; 2025Q1: 81,500 shares 81,500$8.83M6.22%-12,750Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 20,345 shares; 2025Q1: 20,345 shares 20,345$7.64M5.38%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,331 shares; 2024Q4: 32,331 shares; 2025Q1: 32,331 shares 32,331$5M3.52%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,265 shares; 2024Q4: 25,265 shares; 2025Q1: 25,265 shares 25,265$4.81M3.38%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 7,490 shares 7,490$4.32M3.04%-256Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,509 shares; 2025Q1: 4,509 shares 4,509$4.2M2.96%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 3,925 shares 3,925$3.24M2.28%-758Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 19,250 shares; 2025Q1: 18,750 shares 18,750$3.14M2.21%-500Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,207 shares; 2024Q4: 14,038 shares; 2025Q1: 12,750 shares 12,750$3.13M2.2%-1,288Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,125 shares 3,125$2.96M2.08%-228Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares 5,136$2.74M1.93%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 8,163 shares; 2025Q1: 7,800 shares 7,800$2.73M1.92%-363Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000$2.69M1.89%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,112 shares; 2024Q4: 19,112 shares; 2025Q1: 17,827 shares 17,827$2.6M1.83%-1,285Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 20,600 shares 20,600$2.51M1.77%-250Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 12,350 shares; 2025Q1: 12,350 shares 12,350$2.47M1.74%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,145 shares; 2024Q4: 9,145 shares; 2025Q1: 9,005 shares 9,005$2.45M1.72%-140Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,050 shares; 2024Q4: 30,050 shares; 2025Q1: 30,050 shares 30,050$2.35M1.66%0Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares 13,500$2.24M1.58%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,384 shares; 2025Q1: 15,384 shares 15,384$2.23M1.57%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 6,558 shares; 2025Q1: 6,441 shares 6,441$2.23M1.57%-117Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares 583$2.22M1.57%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 18,979 shares; 2025Q1: 18,979 shares 18,979$2.21M1.56%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,735 shares; 2024Q4: 50,735 shares; 2025Q1: 52,961 shares 52,961$2.21M1.56%+2,226Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares 2,295$2.17M1.53%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,598 shares; 2024Q4: 16,598 shares; 2025Q1: 16,300 shares 16,300$2.16M1.52%-298Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,931 shares; 2024Q4: 16,931 shares; 2025Q1: 16,718 shares 16,718$2.14M1.51%-213Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 9,668 shares; 2025Q1: 9,227 shares 9,227$2.14M1.5%-441Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,450 shares; 2024Q4: 22,250 shares; 2025Q1: 23,200 shares 23,200$2.11M1.49%+950Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 4,473 shares; 2025Q1: 4,473 shares 4,473$2.1M1.48%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 13,550 shares; 2025Q1: 13,550 shares 13,550$2.03M1.43%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,519 shares; 2024Q4: 19,519 shares; 2025Q1: 19,519 shares 19,519$2.01M1.41%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 9,800 shares; 2025Q1: 9,550 shares 9,550$2M1.41%-250Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,654 shares; 2025Q1: 15,654 shares 15,654$1.99M1.4%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,325 shares; 2025Q1: 7,325 shares 7,325$1.97M1.38%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares 8,195$1.91M1.35%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 7,450 shares; 2025Q1: 7,350 shares 7,350$1.9M1.34%-100Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 3,518 shares; 2025Q1: 3,518 shares 3,518$1.84M1.3%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares 3,797$1.82M1.28%0Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,950 shares 31,950$1.81M1.27%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,800 shares 24,800$1.81M1.27%newTimeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 9,580 shares; 2025Q1: 10,900 shares 10,900$1.79M1.26%+1,320Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,500 shares 10,500$1.79M1.26%+300Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 8,375 shares 8,375$1.69M1.19%+950Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,800 shares; 2024Q4: 32,800 shares; 2025Q1: 32,800 shares 32,800$1.65M1.16%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,200 shares 5,200$1.62M1.14%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares 3,097$1.54M1.09%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 24,200 shares 24,200$1.54M1.08%+3,350Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,319 shares; 2025Q1: 2,418 shares 2,418$1.53M1.08%+99Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 13,650 shares; 2025Q1: 13,900 shares 13,900$1.53M1.08%+250Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,650 shares 10,650$1.49M1.05%newTimeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,797 shares; 2024Q4: 11,797 shares; 2025Q1: 13,200 shares 13,200$1.38M0.97%+1,403Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DISDISNEY WALT CO16,699$1.86Mshares
NEENEXTERA ENERGY INC22,633$1.62Mshares
CSXCSX CORP48,879$1.58Mshares
PLDPROLOGIS INC.14,865$1.57Mshares
MRKMERCK & CO INC15,500$1.54Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-007349 base2025-05-12acceptance time not in the bulk data set