Hudson Executive Capital LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Hudson Executive Capital LP reported 4 stock positions worth $392.0 million. Its top holding was Deutsche Bank AG-Registered (DB) at 68.3% of the portfolio, followed by Cantaloupe (CTLP, 22.5%) and Talkspace (TALK, 7.7%). Compared with Q3 2024, it added to 1 and reduced 1. The biggest buy was Liberated Syndication (LSYN, shares +4%) and the biggest sale Deutsche Bank AG-Registered (DB, shares −9%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001652522
Portfolio Value
$392.0M (Q4 2024)
SEC Filing
0001214659-25-002833 ↗ filed Feb 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $395.1M Q1 2024 Q2 2024: $366.6M Q2 2024 Q3 2024: $391.6M Q3 2024 Q4 2024: $392.0M $392.0M Q4 2024 Q1 2025: $103.9M Q1 2025 Q2 2025: $135.0M Q2 2025 Q3 2025: $125.0M Q3 2025 Q4 2025: $134.0M Q4 2025 Q1 2026: $150.9M Q1 2026 Q2 2026: $50.9M Q2 2026

Holdings 4 stocks · $392.0M
DB Deutsche Bank AG-Registered 68.34% 15,541,575 $267.9M Reduce -9.2%
CTLP Cantaloupe Inc. 22.49% 9,270,694 $88.2M No change
TALK Talkspace Inc. 7.72% 11,340,600 $30.3M No change
LSYN Liberated Syndication Inc. 1.45% 3,984,000 $5.7M Add +3.8%

Portfolio Sells Q3 2024 → Q4 2024
DB Deutsche Bank AG-Registered Reduce -9.2% 68.34% −7.05

Portfolio Buys Q3 2024 → Q4 2024
LSYN Liberated Syndication Inc. Add +3.8% 1.45% −0.41

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$50.9MTALK
Q1 2026 2$150.9MCTLP, TALK
Q4 2025 2$134.0MCTLP, TALK
Q3 2025 2$125.0MCTLP, TALK
Q2 2025 3$135.0MCTLP, TALK, LSYN
Q1 2025 3$103.9MCTLP, TALK, LSYN
Q4 2024 4$392.0MDB, CTLP, TALK, LSYN
Q3 2024 4$391.6MDB, CTLP, TALK, LSYN
Q2 2024 4$366.6MDB, CTLP, TALK, LSYN
Q1 2024 4$395.1MDB, CTLP, TALK, LSYN