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Portfolio (Quarterly) Guide ↗

HUDSON EDGE INVESTMENT PARTNERS INC.

· CIK 0000740272
13F Portfolio $675M AUM 87 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 38 Added 43 Reduced 7 Exited
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLM SLM CORP Financial Services 38,591.0 $1.0M 0.15% +4K +11.0% $27.06 -18.6%
62 MKSI MKS Instruments Inc. Technology 6,310.0 $1.0M 0.15% -4K -39.3% $159.80 +96.0%
63 RRX Regal Rexnord Corp Industrials 7,182.0 $1.0M 0.15% -878.0 -10.9% $140.32 +39.1%
64 EXLS Exlservice Hldgs Inc Technology 23,511.0 $998K 0.15% +170.0 +0.7% $42.44 -31.1%
65 EVR Evercore Inc Financial Services 2,757.0 $938K 0.14% -407.0 -12.9% $340.25 +1.8%
66 CACI Caci International Inc. Technology 1,673.0 $891K 0.13% -927.0 -35.6% $532.81 -8.0%
67 TMHC Taylor Morrison Home Corp Consumer Cyclical 14,813.0 $872K 0.13% NEW $58.87 -2.4%
68 BC Brunswick Corp. Consumer Cyclical 11,732.0 $871K 0.13% -3K -20.1% $74.24 +6.1%
69 ROCK Gibraltar Industries Inc. Industrials 17,580.0 $869K 0.13% +3K +16.8% $49.44 -28.9%
70 ENS Enersys Industrials 5,786.0 $849K 0.13% -2K -25.9% $146.75 +62.8%
71 NMIH NMI Holdings Inc Financial Services 20,709.0 $845K 0.12% -5K -20.2% $40.79 -7.4%
72 BDC Belden Inc Technology 6,937.0 $809K 0.12% NEW $116.55 -10.1%
73 VVV Valvoline Inc Energy 27,672.0 $804K 0.12% +605.0 +2.2% $29.06 +14.5%
74 ALG Alamo Group Inc. Industrials 4,556.0 $765K 0.11% +184.0 +4.2% $167.87 -10.7%
75 OLLI Ollies Bargain Outlet Holdings Inc Consumer Defensive 6,619.0 $726K 0.11% +1K +17.9% $109.61 -24.2%
76 LXP LXP Industrial Trust Real Estate 14,618.0 $725K 0.11% -60K -80.4% $49.58 +4.9%
77 STAG STAG Industrial Inc Real Estate 18,686.0 $687K 0.10% -3K -14.3% $36.76 +4.2%
78 WCC Wesco International Inc. Industrials 2,734.0 $669K 0.10% -1K -35.1% $244.64 +43.1%
79 KNX Knight-Swift Transportation Holdings Inc Industrials 12,775.0 $668K 0.10% -4K -25.4% $52.28 +34.4%
80 AHCO AdaptHealth Corp Healthcare 61,636.0 $614K 0.09% NEW $9.96 +5.7%
Page 4 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 21.9%
Healthcare 17.5%
Industrials 7.8%
Consumer Defensive 5.8%
Energy 5.0%
Communication Services 4.2%
Real Estate 3.9%
Consumer Cyclical 2.6%
Utilities 2.5%