Hudson Executive Capital LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Hudson Executive Capital LP reported 3 stock positions worth $103.9 million. Its top holding was Cantaloupe (CTLP) at 70.2% of the portfolio, followed by Talkspace (TALK, 24.1%) and Liberated Syndication (LSYN, 5.7%). Compared with Q4 2024, it sold out of 1 and added to 1. The biggest buy was Liberated Syndication (LSYN, shares +4%) and the biggest sale an exit from Deutsche Bank AG-Registered (DB).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001652522
- Portfolio Value
- $103.9M (Q1 2025)
- SEC Filing
- 0001214659-25-007822 ↗ filed May 15, 2025
Holdings Value
Holdings 3 stocks · $103.9M
Portfolio Sells Q4 2024 → Q1 2025
| DB Deutsche Bank AG-Registered | Sold out | 0.00% | −68.34 |
Portfolio Buys Q4 2024 → Q1 2025
| LSYN Liberated Syndication Inc. | Add +3.6% | 5.68% | +4.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $50.9M | TALK |
| Q1 2026 | 2 | $150.9M | CTLP, TALK |
| Q4 2025 | 2 | $134.0M | CTLP, TALK |
| Q3 2025 | 2 | $125.0M | CTLP, TALK |
| Q2 2025 | 3 | $135.0M | CTLP, TALK, LSYN |
| Q1 2025 | 3 | $103.9M | CTLP, TALK, LSYN |
| Q4 2024 | 4 | $392.0M | DB, CTLP, TALK, LSYN |
| Q3 2024 | 4 | $391.6M | DB, CTLP, TALK, LSYN |
| Q2 2024 | 4 | $366.6M | DB, CTLP, TALK, LSYN |
| Q1 2024 | 4 | $395.1M | DB, CTLP, TALK, LSYN |