HUDSON EDGE INVESTMENT PARTNERS INC.

JERSEY CITY, NJ · CIK 740272 · 13F filing filed 2024-05-13

SEC-registered investment adviser since 1983 · corporation

Assets managed$2.9bn
Staff16 · 7 in investment roles
Main clients (by assets)Private funds 59%, Pension plans 38%, State and local governments 2%
Private funds1 · $1.7bn gross assets
Websitehudsonedgeip.com
Form ADV · 2026-04-13SEC adviser record

Legal entityHudson Edge Investment Partners, Inc. (US)

$512.2m reported value +19.0% vs Q4 2023

160positions

38.5%in top 10

14 new 56 added 64 reduced 0 sold out vs Q4 2023

Holdings, Q1 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	378,700	$55.1m10.76%	10.76%	Added +84.0k	+84,000 28.5%
2	ICON PLC SHS ICLR	ICLR	154,520	$51.9m10.13%	10.13%	Added +34.3k	+34,304 28.5%
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	260,955	$35.5m6.93%	6.93%	Added +30.6k	+30,555 13.3%
4	JPMORGAN CHASE & CO COM JPM	JPM	52,286	$10.5m2.04%	2.04%	Added +840	+840 1.6%
5	METLIFE INC COM MET	MET	108,734	$8.1m1.57%	1.57%	Added +1.0k	+1,047 1.0%
6	CITIGROUP INC COM NEW C	C	120,477	$7.6m1.49%	1.49%	Reduced -11.8k	-11,818 -8.9%
7	JOHNSON & JOHNSON COM JNJ	JNJ	45,939	$7.3m1.42%	1.42%	Added +2.9k	+2,870 6.7%
8	SIMON PPTY GROUP INC NEW COM SPG	SPG	46,355	$7.3m1.42%	1.42%	Reduced -925	-925 -2.0%
9	LOCKHEED MARTIN CORP COM LMT	LMT	15,181	$6.9m1.35%	1.35%	Added +1.5k	+1,496 10.9%
10	ABBVIE INC COM ABBV	ABBV	37,499	$6.8m1.33%	1.33%	Reduced -4.1k	-4,123 -9.9%
11	CAPITAL ONE FINL CORP COM COF	COF	45,605	$6.8m1.33%	1.33%	Reduced -1.8k	-1,815 -3.8%
12	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	124,265	$6.7m1.32%	1.32%	Added +8.5k	+8,469 7.3%
13	STATE STR CORP COM STT	STT	86,419	$6.7m1.30%	1.30%	Added +6.9k	+6,869 8.6%
14	MARATHON PETE CORP COM MPC	MPC	32,928	$6.6m1.30%	1.30%	Reduced -712	-712 -2.1%
15	EOG RES INC COM EOG	EOG	51,567	$6.6m1.29%	1.29%	Added +8.7k	+8,669 20.2%
16	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	34,270	$6.5m1.28%	1.28%	Reduced -3.1k	-3,143 -8.4%
17	DOVER CORP COM DOV	DOV	36,919	$6.5m1.28%	1.28%	Added +1.3k	+1,255 3.5%
18	CITIZENS FINL GROUP INC COM CFG	CFG	179,577	$6.5m1.27%	1.27%	Reduced -12.5k	-12,511 -6.5%
19	HUBBELL INC COM HUBB	HUBB	15,639	$6.5m1.27%	1.27%	Reduced -1.2k	-1,151 -6.9%
20	SNAP ON INC COM SNA	SNA	21,894	$6.5m1.27%	1.27%	Added +450	+450 2.1%
21	EMERSON ELEC CO COM EMR	EMR	57,115	$6.5m1.26%	1.26%	Added +590	+590 1.0%
22	UNITED RENTALS INC COM URI	URI	8,931	$6.4m1.26%	1.26%	Reduced -2.3k	-2,325 -20.7%
23	UNITEDHEALTH GROUP INC COM UNH	UNH	12,755	$6.3m1.23%	1.23%	Added +1.8k	+1,772 16.1%
24	NRG ENERGY INC COM NEW NRG	NRG	93,005	$6.3m1.23%	1.23%	Reduced -29.6k	-29,606 -24.1%
25	EXXON MOBIL CORP COM XOM	XOM	53,940	$6.3m1.22%	1.22%	Added +1.3k	+1,336 2.5%
26	AMERICAN ELEC PWR CO INC COM AEP	AEP	72,783	$6.3m1.22%	1.22%	Added +6.0k	+6,016 9.0%
27	FISERV INC COM FISV	FISV	39,055	$6.2m1.22%	1.22%	Reduced -1.4k	-1,426 -3.5%
28	AFLAC INC COM AFL	AFL	72,384	$6.2m1.21%	1.21%	Added +7.3k	+7,288 11.2%
29	M & T BK CORP COM MTB	MTB	42,649	$6.2m1.21%	1.21%	Added +1.6k	+1,631 4.0%
30	CVS HEALTH CORP COM CVS	CVS	77,669	$6.2m1.21%	1.21%	Added +5.8k	+5,828 8.1%
31	HCA HEALTHCARE INC COM HCA	HCA	18,347	$6.1m1.19%	1.19%	Reduced -2.4k	-2,357 -11.4%
32	KRAFT HEINZ CO COM KHC	KHC	164,864	$6.1m1.19%	1.19%	Added +5.2k	+5,218 3.3%
33	CONOCOPHILLIPS COM COP	COP	47,748	$6.1m1.19%	1.19%	Added +1.2k	+1,234 2.6%
34	CONSTELLATION BRANDS INC CL A STZ	STZ	22,356	$6.1m1.19%	1.19%	Reduced -1.8k	-1,800 -7.5%
35	CISCO SYS INC COM CSCO	CSCO	119,566	$6.0m1.17%	1.17%	Added +8.8k	+8,781 7.9%
36	HOME DEPOT INC COM HD	HD	15,401	$5.9m1.15%	1.15%	Added +394	+394 2.6%
37	XCEL ENERGY INC COM XEL	XEL	107,577	$5.8m1.13%	1.13%	Added +19.6k	+19,608 22.3%
38	BERRY GLOBAL GROUP INC COM BERY	BERY	94,669	$5.7m1.12%	1.12%	Added +15.2k	+15,182 19.1%
39	COMCAST CORP NEW CL A CMCSA	CMCSA	131,113	$5.7m1.11%	1.11%	Added +17.2k	+17,181 15.1%
40	INTEL CORP COM INTC	INTC	127,277	$5.6m1.10%	1.10%	Added +21.5k	+21,515 20.3%
41	INTERPUBLIC GROUP COS INC COM IPG	IPG	170,224	$5.6m1.08%	1.08%	Added +3.8k	+3,769 2.3%
42	GENUINE PARTS CO COM GPC	GPC	35,334	$5.5m1.07%	1.07%	Reduced -3.9k	-3,888 -9.9%
43	DOLLAR GEN CORP NEW COM DG	DG	34,778	$5.4m1.06%	1.06%	Added +5.3k	+5,252 17.8%
44	QUEST DIAGNOSTICS INC COM DGX	DGX	40,742	$5.4m1.06%	1.06%	Added +4.2k	+4,231 11.6%
45	COCA COLA CO COM KO	KO	88,472	$5.4m1.06%	1.06%	Added +1.8k	+1,848 2.1%
46	ENTERGY CORP NEW COM ETR	ETR	50,783	$5.4m1.05%	1.05%	New
47	HENRY SCHEIN INC COM HSIC	HSIC	69,613	$5.3m1.03%	1.03%	Reduced -6.6k	-6,588 -8.7%
48	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	8,953	$5.2m1.02%	1.02%	Reduced -1.5k	-1,473 -14.1%
49	HERSHEY CO COM HSY	HSY	26,147	$5.1m0.99%	0.99%	Added +7.4k	+7,358 39.2%
50	SMUCKER J M CO COM NEW SJM	SJM	38,527	$4.8m0.95%	0.95%	Added +5.4k	+5,398 16.3%
51	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	15,214	$4.6m0.90%	0.90%	Reduced -6.3k	-6,323 -29.4%
52	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	457,236	$4.0m0.78%	0.78%	Added +43.9k	+43,874 10.6%
53	NUCOR CORP COM NUE	NUE	15,510	$3.1m0.60%	0.60%	Reduced -1.1k	-1,088 -6.6%
54	LOWES COS INC COM LOW	LOW	11,622	$3.0m0.58%	0.58%	Reduced -332	-332 -2.8%
55	MCDONALDS CORP COM MCD	MCD	9,453	$2.7m0.52%	0.52%	Reduced -495	-495 -5.0%
56	APPLE INC COM AAPL	AAPL	11,927	$2.0m0.40%	0.40%	Reduced -904	-904 -7.0%
57	VISA INC COM CL A V	V	7,095	$2.0m0.39%	0.39%	Reduced -200	-200 -2.7%
58	QUALCOMM INC COM QCOM	QCOM	11,618	$2.0m0.38%	0.38%	Reduced -424	-424 -3.5%
59	LAM RESEARCH CORP COM COM		1,932	$1.9m0.37%	0.37%	Reduced -185	-185 -8.7%
60	PEPSICO INC COM PEP	PEP	10,070	$1.8m0.34%	0.34%	Reduced -250	-250 -2.4%
61	ALPHABET INC CAP STK CL C GOOG	GOOG	10,465	$1.6m0.31%	0.31%	Reduced -1.1k	-1,070 -9.3%
62	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,581	$1.4m0.28%	0.28%	Reduced -347	-347 -3.5%
63	THE CIGNA GROUP COM CI	CI	2,903	$1.1m0.21%	0.21%	Reduced -206	-206 -6.6%
64	BLACKSTONE INC COM BX	BX	7,283	$956.8k0.19%	0.19%	Reduced -491	-491 -6.3%
65	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,640	$915.0k0.18%	0.18%	Added +11	+11 0.4%
66	JACOBS SOLUTIONS INC COM J	J	5,885	$904.7k0.18%	0.18%	New
67	CHEVRON CORP NEW COM CVX	CVX	5,431	$856.7k0.17%	0.17%	Reduced -375	-375 -6.5%
68	EVERCORE INC CLASS A EVR	EVR	4,186	$806.2k0.16%	0.16%	Unchanged
69	AMAZON COM INC COM AMZN	AMZN	4,176	$753.3k0.15%	0.15%	Reduced -13	-13 -0.3%
70	WORLD KINECT CORPORATION COM WKC	WKC	28,315	$748.9k0.15%	0.15%	Unchanged
71	SLM CORP COM SLM	SLM	33,639	$733.0k0.14%	0.14%	Reduced -3.3k	-3,311 -9.0%
72	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	8,061	$723.2k0.14%	0.14%	Reduced -600	-600 -6.9%
73	ALAMO GROUP INC COM ALG	ALG	3,151	$719.5k0.14%	0.14%	Unchanged
74	ASGN INC COM EFOR	EFOR	6,798	$712.2k0.14%	0.14%	Unchanged
75	HOME BANCSHARES INC COM HOMB	HOMB	27,471	$675.0k0.13%	0.13%	Unchanged
76	NVIDIA CORPORATION COM NVDA	NVDA	744	$672.2k0.13%	0.13%	Reduced -35	-35 -4.5%
77	NMI HLDGS INC COM NMIH	NMIH	20,078	$649.3k0.13%	0.13%	Unchanged
78	CURTISS WRIGHT CORP COM CW	CW	2,526	$646.5k0.13%	0.13%	Added +248	+248 10.9%
79	MERCK & CO INC COM MRK	MRK	4,849	$639.8k0.12%	0.12%	Reduced -11	-11 -0.2%
80	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	72,903	$632.1k0.12%	0.12%	Added +8.9k	+8,867 13.8%
81	WESCO INTL INC COM WCC	WCC	3,657	$626.4k0.12%	0.12%	Added +924	+924 33.8%
82	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	6,041	$617.9k0.12%	0.12%	Reduced -350	-350 -5.5%
83	CACI INTL INC CL A CACI	CACI	1,605	$608.0k0.12%	0.12%	Reduced -186	-186 -10.4%
84	INNOSPEC INC COM IOSP	IOSP	4,693	$605.1k0.12%	0.12%	Unchanged
85	MAXIMUS INC COM MMS	MMS	7,155	$600.3k0.12%	0.12%	Unchanged
86	CHAMPIONX CORPORATION COM CHX	CHX	16,583	$595.2k0.12%	0.12%	Unchanged
87	RALPH LAUREN CORP CL A RL	RL	3,114	$584.7k0.11%	0.11%	Reduced -11	-11 -0.3%
88	PROGRESS SOFTWARE CORP COM PRGS	PRGS	10,933	$582.8k0.11%	0.11%	Reduced -226	-226 -2.0%
89	INGEVITY CORP COM NGVT	NGVT	11,939	$569.5k0.11%	0.11%	Unchanged
90	AIRBNB INC COM CL A ABNB	ABNB	3,423	$564.7k0.11%	0.11%	Reduced -12	-12 -0.3%
91	VALVOLINE INC COM VVV	VVV	12,595	$561.4k0.11%	0.11%	Unchanged
92	SAMSUNG ELECTRONICS CO LTD COM SSNHZ	SSNHZ	376	$559.1k0.11%	0.11%	New
93	STAG INDL INC COM STAG	STAG	14,456	$555.7k0.11%	0.11%	Unchanged
94	SELECTIVE INS GROUP INC COM SIGI	SIGI	5,075	$554.0k0.11%	0.11%	Unchanged
95	NEXTERA ENERGY INC COM NEE	NEE	8,600	$549.6k0.11%	0.11%	Reduced -400	-400 -4.4%
96	CARTERS INC COM CRI	CRI	6,361	$538.6k0.11%	0.11%	Unchanged
97	NNN REIT INC COM NNN	NNN	12,600	$538.5k0.11%	0.11%	Added +4.1k	+4,120 48.6%
98	HANCOCK WHITNEY CORPORATION COM HWC	HWC	11,675	$537.5k0.10%	0.10%	Added +1.6k	+1,587 15.7%
99	LIBERTY ENERGY INC COM CL A LBRT	LBRT	25,836	$535.3k0.10%	0.10%	Added +8.6k	+8,586 49.8%
100	SANFILIPPO JOHN B & SON INC COM JBSS	JBSS	5,050	$534.9k0.10%	0.10%	Added +1.4k	+1,362 36.9%