HUDSON EDGE INVESTMENT PARTNERS INC. — 13F Holdings & Portfolio
CIK 740272 · latest 13F-HR filed 2026-07-29
HUDSON EDGE INVESTMENT PARTNERS INC. manages $732.0M in 13F-reported U.S. long-equity assets across 123 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (14.90%), ICLR (8.70%), RYAAY (8.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 29 new positions, exited 7, added to 46, and trimmed 32.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 2000
JERSEY CITY, NJ 07310
$732.0M
Long-equity book
123
Distinct positions
2026-06-30
Filed 2026-07-29
+29 / −7 / ↑46 / ↓32
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Icon Plc$28.4M +80.3%
- Taiwan Semiconductor Manufacturing$27.1M +33.1%
- RYANAIR HOLDINGS PLC-SP ADR$3.2M +5.6%
- Capital One Financial Corp.$1.7M +29.3%
- Applied Materials Inc.$1.5M +25.8%
Top Trims
- Infosys Ltd-$16.1M -26.8%
- Simon Property Group Inc.-$7.5M -99.9%
- Aflac Inc.-$7.1M -99.9%
- Amcor Plc-$4.7M -100.0%
- Conoco Phillips-$2.3M -27.2%
New Positions
- Amphenol Corp.$8.2M
- Allstate Corp (The)$7.8M
- RPM International Inc.$7.5M
- Amazon.com Inc.$7.5M
- Equity Residential Properties Trust$7.4M
Exited Positions
- UDR Inc$7.7M
- Taylor Morrison Home Corp$1.0M
- Innospec Inc$611.4K
- VERSANT MEDIA GROUP INC$335.0K
- Chart Industries Inc$307.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing | TSM | 874039100 | $109.0M | 14.90% | 228,303 | SH |
| 2 | Icon Plc | ICLR | G4705A100 | $63.7M | 8.70% | 366,477 | SH |
| 3 | RYANAIR HOLDINGS PLC-SP ADR | RYAAY | 783513203 | $59.7M | 8.15% | 921,550 | SH |
| 4 | HDFC Bank Ltd. | HDB | 40415F101 | $49.5M | 6.77% | 1,917,400 | SH |
| 5 | Infosys Ltd | INFY | 456788108 | $44.1M | 6.02% | 4,200,490 | SH |
| 6 | Warner Bros. Discovery Inc | WBD | 934423104 | $9.4M | 1.28% | 352,007 | SH |
| 7 | Snap-on Inc. | SNA | 833034101 | $8.4M | 1.15% | 20,904 | SH |
| 8 | Amphenol Corp. | APH | 032095101 | $8.2M | 1.12% | 46,494 | SH |
| 9 | Huntington Bancshares Inc. | HBAN | 446150104 | $8.2M | 1.12% | 460,945 | SH |
| 10 | United Rentals Inc. | URI | 911363109 | $8.2M | 1.11% | 7,203 | SH |
| 11 | Dover Corp. | DOV | 260003108 | $8.1M | 1.11% | 36,256 | SH |
| 12 | Genuine Parts Co. | GPC | 372460105 | $8.1M | 1.11% | 68,915 | SH |
| 13 | International Business Machines Corp. | IBM | 459200101 | $8.1M | 1.10% | 28,700 | SH |
| 14 | Hubbell Inc. | HUBB | 443510607 | $8.0M | 1.10% | 15,378 | SH |
| 15 | Home Depot Inc. | HD | 437076102 | $7.9M | 1.09% | 22,527 | SH |
| 16 | Johnson & Johnson | JNJ | 478160104 | $7.9M | 1.08% | 31,250 | SH |
| 17 | CVS Health Corp | CVS | 126650100 | $7.9M | 1.08% | 76,628 | SH |
| 18 | Citigroup Inc | C | 172967424 | $7.9M | 1.08% | 56,513 | SH |
| 19 | Metlife Inc | MET | 59156R108 | $7.8M | 1.07% | 92,606 | SH |
| 20 | Allstate Corp (The) | ALL | 020002101 | $7.8M | 1.07% | 32,785 | SH |
| 21 | Dollar General Corp. | DG | 256677105 | $7.8M | 1.06% | 67,361 | SH |
| 22 | J.M. Smucker Co. | SJM | 832696405 | $7.7M | 1.05% | 68,524 | SH |
| 23 | State Street Corp. | STT | 857477103 | $7.7M | 1.05% | 45,320 | SH |
| 24 | Abbvie Inc | ABBV | 00287Y109 | $7.6M | 1.04% | 30,279 | SH |
| 25 | JPMorgan Chase & Co. | JPM | 46625H100 | $7.6M | 1.04% | 23,260 | SH |
| 26 | Realty Income Corp. | O | 756109104 | $7.6M | 1.03% | 122,177 | SH |
| 27 | Oneok Inc. | OKE | 682680103 | $7.5M | 1.03% | 86,559 | SH |
| 28 | M & T Bank Corp | MTB | 55261F104 | $7.5M | 1.03% | 31,589 | SH |
| 29 | RPM International Inc. | RPM | 749685103 | $7.5M | 1.02% | 67,329 | SH |
| 30 | Amazon.com Inc. | AMZN | 023135106 | $7.5M | 1.02% | 31,305 | SH |
| 31 | Capital One Financial Corp. | COF | 14040H105 | $7.5M | 1.02% | 37,142 | SH |
| 32 | Becton Dickinson And Co. | BDX | 075887109 | $7.4M | 1.01% | 49,053 | SH |
| 33 | Bristol-Myers Squibb Co. | BMY | 110122108 | $7.4M | 1.01% | 128,460 | SH |
| 34 | Equity Residential Properties Trust | EQR | 29476L107 | $7.4M | 1.01% | 108,814 | SH |
| 35 | Applied Materials Inc. | AMAT | 038222105 | $7.3M | 1.00% | 10,136 | SH |
| 36 | Lockheed Martin Corp. | LMT | 539830109 | $7.3M | 1.00% | 14,353 | SH |
| 37 | Comcast Corp | CMCSA | 20030N101 | $7.3M | 1.00% | 297,036 | SH |
| 38 | Omnicom Group Inc. | OMC | 681919106 | $7.2M | 0.98% | 98,745 | SH |
| 39 | American Electric Power Company Inc. | AEP | 025537101 | $7.1M | 0.97% | 51,855 | SH |
| 40 | EOG Resources Inc. | EOG | 26875P101 | $7.0M | 0.95% | 53,742 | SH |
| 41 | Medtronic Plc | MDT | G5960L103 | $6.8M | 0.93% | 87,326 | SH |
| 42 | Cencora, Inc | COR | 03073E105 | $6.8M | 0.93% | 24,124 | SH |
| 43 | ACCENTURE PLC-CL A | ACN | G1151C101 | $6.8M | 0.93% | 54,754 | SH |
| 44 | PepsiCo Inc | PEP | 713448108 | $6.7M | 0.92% | 49,497 | SH |
| 45 | Cisco Systems Inc. | CSCO | 17275R102 | $6.6M | 0.90% | 56,346 | SH |
| 46 | Kraft Heinz Co | KHC | 500754106 | $6.6M | 0.90% | 277,680 | SH |
| 47 | Duke Energy Corp. | DUK | 26441C204 | $6.5M | 0.89% | 51,617 | SH |
| 48 | Nucor Corp. | NUE | 670346105 | $6.4M | 0.88% | 28,884 | SH |
| 49 | Ishares Russell 1000 Growth | IWF | 464287614 | $6.4M | 0.87% | 51,560 | SH |
| 50 | HCA Healthcare Inc | HCA | 40412C101 | $6.4M | 0.87% | 16,302 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $732.0M | 123 | 0001140361-26-030047 |
| 2026-03-31 | 2026-04-27 | $684.3M | 101 | 0001140361-26-017020 |
| 2025-12-31 | 2026-01-27 | $674.9M | 87 | 0001140361-26-002488 |