Hudson Value Partners, LLC
CIK: 0001840501Latest portfolio: $335.8M · Q4 2025
Holdings
108
Total Value
$335.8M
New Positions
107
Closed Positions
0
Top Holdings
View All 108 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC CAP STK CL A | 73,812 | $23.2M | 6.89% | NEW | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 44,297 | $22.3M | 6.64% | NEW | |
| 3 | AAPLAPPLE INC COM | 64,340 | $17.5M | 5.23% | NEW | |
| 4 | MSFTMICROSOFT CORP COM | 31,758 | $15.4M | 4.60% | NEW | |
| 5 | GOOGALPHABET INC CAP STK CL C | 31,148 | $9.8M | 2.92% | NEW | |
| 6 | NVDANVIDIA CORPORATION COM | 47,889 | $8.9M | 2.66% | NEW | |
| 7 | ASMLASML HOLDING N V N Y REGISTRY SHS | 7,701 | $8.3M | 2.46% | NEW | |
| 8 | VVISA INC COM CL A | 23,164 | $8.2M | 2.43% | NEW | |
| 9 | GLWCORNING INC COM | 89,386 | $7.9M | 2.36% | NEW | |
| 10 | MKLMARKEL GROUP INC COM | 3,517 | $7.6M | 2.27% | NEW | |
| 11 | VTIVANGUARD TOTAL STOCK MARKET ETF | 22,267 | $7.5M | 2.22% | NEW | |
| 12 | JNJJOHNSON & JOHNSON COM | 36,042 | $7.5M | 2.22% | NEW | |
| 13 | ECGEVERUS CONSTR GROUP COM | 79,756 | $7.0M | 2.08% | NEW | |
| 14 | MDUMDU RES GROUP INC COM | 341,046 | $6.7M | 2.00% | NEW | |
| 15 | FNVFRANCO NEV CORP COM | 32,205 | $6.7M | 2.00% | NEW | |
| 16 | AMGNAMGEN INC COM | 20,147 | $6.6M | 1.97% | NEW | |
| 17 | COSTCOSTCO WHSL CORP NEW COM | 7,407 | $6.4M | 1.91% | NEW | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC COM | 10,623 | $6.2M | 1.84% | NEW | |
| 19 | MRKMERCK & CO INC COM | 58,337 | $6.2M | 1.84% | NEW | |
| 20 | BLDRBUILDERS FIRSTSOURCE INC COM | 59,659 | $6.2M | 1.83% | NEW | |
| 21 | FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | 105,468 | $5.8M | 1.73% | NEW | |
| 22 | QCOMQUALCOMM INC COM | 32,884 | $5.7M | 1.70% | NEW | |
| 23 | ESABESAB CORPORATION COM | 50,066 | $5.7M | 1.69% | NEW | |
| 24 | DELLDELL TECHNOLOGIES INC CL C | 44,316 | $5.7M | 1.68% | NEW | |
| 25 | AMTMAMENTUM HOLDINGS INC COM | 187,993 | $5.5M | 1.64% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.176762974725824e+93T)
Technology0.0% ($1.7548154448939826e+60T)
Industrials0.0% ($6.976672261535664e+57T)
Healthcare0.0% ($7.45766186192618e+24T)
Consumer Cyclical0.0% ($42063973343713828864.0T)
Communication Services0.0% ($2315297954100385.5T)
Energy0.0% ($30631071776.5T)
Consumer Defensive0.0% ($640737091.3T)
Basic Materials0.0% ($670238.8T)
Unknown0.0% ($22301.9T)
Utilities0.0% ($544K)
Filing History
Fund Information
Hudson Value Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $335.8M across 108 holdings. The largest position is ALPHABET INC CAP STK CL A (GOOGL), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 109 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.