Hudson Executive Capital LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Hudson Executive Capital LP disclosed 2 US equity positions worth $134.0m in its Q4 2025 13F filing. The largest position was UTE0 at 73.5% of the reported book. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 2 holdings.
What did Hudson Executive Capital LP own in Q4 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UTE0 CANTALOUPE INC | 73.5% | $98.5m | 9,270,694 | 0% | held | |
| 2 | TALK TALKSPACE INC | Healthcare | 26.5% | $35.6m | 11,340,600 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.