Hudson Executive Capital LP
•CIK: 1652522•Filing: Q4 2025
**Hudson Executive Capital LP** is a focused, concentrated investment vehicle managing $134M across a limited portfolio of two core positions. The fund exhibits significant conviction in its top holdings, notably maintaining a substantial allocation to CTLP at $98.5M. A secondary, yet material, position is held in TALK, representing $35.6M of the current AUM. This structure suggests a high-conviction, deep-value approach targeting specific market dislocations.
Total AUM
$134.0M
QoQ Performance
+7.2%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CTLP
TALK
CTLP73.5%
TALK26.5%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023