Hudson-Value-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "ZS",
  "ABT",
  "ABBV",
  "GOOGL",
  "ASML",
  "ESAB",
  "AVGO",
  "CP.TO",
  "STEW",
  "DUK",
  "ECG",
  "BATRA",
  "IBKR",
  "NCDL",
  "BITB",
  "HD",
  "MCD",
  "FNV",
  "QCOM",
  "EMXC",
  "EMR",
  "BKNG",
  "META",
  null,
  "MSFT",
  "KKR",
  "VHT",
  "PEP",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "PG",
  "MRK",
  "AMGN",
  "PPG",
  "NOW",
  "RIO",
  null,
  null,
  "IBM",
  "TJX",
  "UBER",
  "DTM",
  "MDU",
  null,
  "AMD",
  "KNF",
  "AMZN",
  null,
  "AMTM",
  "VBR",
  "VOO",
  "V",
  "WMT",
  "WTM",
  "ZBRA",
  "FNF",
  "ET",
  "NSC",
  "MKL",
  "SNAP",
  null,
  "NVT",
  "FDX",
  "ADP",
  "AZTA",
  "BRK-B",
  "BA",
  "BLDR",
  "CM",
  "CVX",
  "GTLS",
  "KO",
  "COST",
  "GLW",
  "CRWD",
  "DHR",
  "DELL",
  "DE",
  "DXCM",
  "RSP",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 100
Total Value: 266103476
Accession Number: 0001840501-25-000005
Form Type: 13F-HR
CIK: hudson-value-partners
Manager Name: Hudson-Value-Partners

Data Enrichment

93% identified

93 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

100 positions • $266.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Knife River Corp

KNF|498894104

Shares:52.7K

Value:$4.8M

% of Portfolio:1.8% ($4.8M/$266.1M)

Dell Technologies Inc.

DELL|24703L202

Shares:44.9K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$266.1M)

MCDONALDS CORP

MCD|580135101

Shares:12.7K

Value:$4.0M

% of Portfolio:1.5% ($4.0M/$266.1M)

Atlanta Braves Holdings, Inc.

BATRA|047726104

Shares:87.3K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$266.1M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:13.3K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$266.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:15.3K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$266.1M)

ASML HOLDING NV

ASML|N07059210

Shares:5.6K

Value:$3.7M

% of Portfolio:1.4% ($3.7M/$266.1M)

Amentum Holdings, Inc.

AMTM|023939101

Shares:188.3K

Value:$3.4M

% of Portfolio:1.3% ($3.4M/$266.1M)

AMAZON COM INC

AMZN|023135106

Shares:18.0K

Value:$3.4M

% of Portfolio:1.3% ($3.4M/$266.1M)

Walmart Inc.

WMT|931142103

Shares:37.8K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$266.1M)

DEERE & CO

DE|244199105

Shares:6.6K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$266.1M)

Everus Construction Group, Inc.

ECG|300426103

Shares:79.0K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$266.1M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:41.6K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$266.1M)

HOME DEPOT, INC.

HD|437076102

Shares:7.7K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$266.1M)

81369Y803

XLK|81369Y803

Shares:13.6K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$266.1M)

ELI LILLY & Co

LLY|532457108

Shares:2.5K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$266.1M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:5.5K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$266.1M)

Uber Technologies, Inc

UBER|90353T100

Shares:26.6K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$266.1M)

NETFLIX INC

NFLX|64110L106

Shares:2.0K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$266.1M)

922908611

VBR|922908611

Shares:9.7K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$266.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Knife River Corp(KNFcusip498894104)	52.7K	QoQ NEW(+52.7K) YoY +9.03% (+4.4K)	All Managers (Combined)	$4.8M	1.8% ($4.8M/$266.1M)	QoQ NEW(+$4.8M) YoY +21.31% (+$835.1K)
Dell Technologies Inc.(DELLcusip24703L202)	44.9K	QoQ NEW(+44.9K) YoY NEW(+44.9K)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$266.1M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
MCDONALDS CORP(MCDcusip580135101)	12.7K	QoQ NEW(+12.7K) YoY -1.25% (-162)	All Managers (Combined)	$4.0M	1.5% ($4.0M/$266.1M)	QoQ NEW(+$4.0M) YoY +9.39% (-$341.8K)
Atlanta Braves Holdings, Inc.(BATRAcusip047726104)	87.3K	QoQ NEW(+87.3K) YoY NEW(+87.3K)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$266.1M)	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	13.3K	QoQ NEW(+13.3K) YoY -6.60% (-944)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$266.1M)	QoQ NEW(+$3.8M) YoY -12.45% (-$536.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	15.3K	QoQ NEW(+15.3K) YoY -6.81% (-1.1K)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$266.1M)	QoQ NEW(+$3.8M) YoY +14.12% (-$465.9K)
ASML HOLDING NV(ASMLcusipN07059210)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$3.7M	1.4% ($3.7M/$266.1M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
Amentum Holdings, Inc.(AMTMcusip023939101)	188.3K	QoQ NEW(+188.3K) YoY NEW(+188.3K)	All Managers (Combined)	$3.4M	1.3% ($3.4M/$266.1M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
AMAZON COM INC(AMZNcusip023135106)	18.0K	QoQ NEW(+18.0K) YoY +1.62% (+287)	All Managers (Combined)	$3.4M	1.3% ($3.4M/$266.1M)	QoQ NEW(+$3.4M) YoY +7.19% (+$229.1K)
Walmart Inc.(WMTcusip931142103)	37.8K	QoQ NEW(+37.8K) YoY -12.87% (-5.6K)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$266.1M)	QoQ NEW(+$3.3M) YoY +27.11% (-$707.4K)
DEERE & CO(DEcusip244199105)	6.6K	QoQ NEW(+6.6K) YoY -19.54% (-1.6K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$266.1M)	QoQ NEW(+$3.1M) YoY -8.06% (-$270.0K)
Everus Construction Group, Inc.(ECGcusip300426103)	79.0K	QoQ +5.47% (-4.1K) YoY NEW(+79.0K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$266.1M)	QoQ -40.50% (-$2.0M) YoY NEW(+$2.9M)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	41.6K	QoQ NEW(+41.6K) YoY -22.98% (-12.4K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$266.1M)	QoQ NEW(+$2.9M) YoY -38.76% (-$1.8M)
HOME DEPOT, INC.(HDcusip437076102)	7.7K	QoQ NEW(+7.7K) YoY -19.13% (-1.8K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$266.1M)	QoQ NEW(+$2.8M) YoY -22.74% (-$832.0K)
(XLKcusip81369Y803)	13.6K	QoQ NEW(+13.6K) YoY +35.67% (+3.6K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$266.1M)	QoQ NEW(+$2.8M) YoY +34.51% (+$718.6K)
ELI LILLY & Co(LLYcusip532457108)	2.5K	QoQ NEW(+2.5K) YoY +74.84% (+1.1K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$266.1M)	QoQ NEW(+$2.0M) YoY +85.61% (+$942.5K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	5.5K	QoQ NEW(+5.5K) YoY +29.03% (+1.2K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$266.1M)	QoQ NEW(+$1.9M) YoY +41.90% (+$574.8K)
Uber Technologies, Inc(UBERcusip90353T100)	26.6K	QoQ NEW(+26.6K) YoY +17.94% (+4.0K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$266.1M)	QoQ NEW(+$1.9M) YoY +11.61% (+$201.6K)
NETFLIX INC(NFLXcusip64110L106)	2.0K	QoQ NEW(+2.0K) YoY -26.34% (-705)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$266.1M)	QoQ NEW(+$1.8M) YoY +13.09% (-$212.8K)
(VBRcusip922908611)	9.7K	QoQ NEW(+9.7K) YoY +70.07% (+4.0K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$266.1M)	QoQ NEW(+$1.8M) YoY +65.11% (+$710.6K)