The Analysis of Hudson Executive Capital LP's Holdings & P&L


Currently, Hudson Executive Capital LP holds 2 types of securities in its portfolio with a total value $150.9M. In the most recent quarter, they have increased their positions in CTLP (+9.3M shares, valued at $100.2M); decreased their positions in TALK (-7.6M shares, valued at $34.2M); initiated new positions in CTLP (+9.3M shares, valued at $100.2M).


1M P&L
+569.4K+0.58%
3M P&L
+4.0M+4.21%
HY P&L
+35.7M+56.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Information Technology Services98.5M
50.3%
2Health Information Services97.2M
49.7%

Top Industries by Stock Count

1Information Technology Services1 stocks
50.0%
2Health Information Services1 stocks
50.0%
Stock Holdings
CTLP
CANTALOUPE INC
New
Shares9.3M
Event2026-03-31
Filed2026-05-15
TALK
TALKSPACE INC
-40.25%
Shares11.3M
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available