Hudson Value Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 100Value: $266.1MLatest: 2025Q1

Hudson Value Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 100 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:42.4K

Value:$22.6M

% of Portfolio:8.5% ($22.6M/$266.1M)

Apple Inc.

AAPL|037833100

Shares:69.6K

Value:$15.5M

% of Portfolio:5.8% ($15.5M/$266.1M)

MICROSOFT CORP

MSFT|594918104

Shares:32.4K

Value:$12.2M

% of Portfolio:4.6% ($12.2M/$266.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:74.2K

Value:$11.5M

% of Portfolio:4.3% ($11.5M/$266.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.3K

Value:$8.8M

% of Portfolio:3.3% ($8.8M/$266.1M)

VISA INC.

V|92826C839

Shares:23.1K

Value:$8.1M

% of Portfolio:3.0% ($8.1M/$266.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:83.3K

Value:$7.5M

% of Portfolio:2.8% ($7.5M/$266.1M)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:59.0K

Value:$7.4M

% of Portfolio:2.8% ($7.4M/$266.1M)

922908769

VTI|922908769

Shares:24.3K

Value:$6.7M

% of Portfolio:2.5% ($6.7M/$266.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:38.3K

Value:$6.4M

% of Portfolio:2.4% ($6.4M/$266.1M)

MARKEL GROUP INC.

MKL|570535104

Shares:3.3K

Value:$6.1M

% of Portfolio:2.3% ($6.1M/$266.1M)

MDU RESOURCES GROUP INC

MDU|552690109

Shares:343.4K

Value:$5.8M

% of Portfolio:2.2% ($5.8M/$266.1M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:89.1K

Value:$5.8M

% of Portfolio:2.2% ($5.8M/$266.1M)

ESAB Corp

ESAB|29605J106

Shares:44.7K

Value:$5.2M

% of Portfolio:2.0% ($5.2M/$266.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:33.3K

Value:$5.1M

% of Portfolio:1.9% ($5.1M/$266.1M)

Alphabet Inc.

GOOG|02079K107

Shares:32.7K

Value:$5.1M

% of Portfolio:1.9% ($5.1M/$266.1M)

NVIDIA CORP

NVDA|67066G104

Shares:46.0K

Value:$5.0M

% of Portfolio:1.9% ($5.0M/$266.1M)

CORNING INC /NY

GLW|219350105

Shares:108.5K

Value:$5.0M

% of Portfolio:1.9% ($5.0M/$266.1M)

FRANCO NEVADA Corp

FNV|351858105

Shares:31.5K

Value:$5.0M

% of Portfolio:1.9% ($5.0M/$266.1M)

AMGEN INC

AMGN|031162100

Shares:15.8K

Value:$4.9M

% of Portfolio:1.8% ($4.9M/$266.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	42.4K	QoQ NEW(+42.4K) YoY +7.64% (+3.0K)	All Managers (Combined)	$22.6M	8.5% ($22.6M/$266.1M)	QoQ NEW(+$22.6M) YoY +36.33% (+$6.0M)
Apple Inc.(AAPLcusip037833100)	69.6K	QoQ NEW(+69.6K) YoY +9.74% (+6.2K)	All Managers (Combined)	$15.5M	5.8% ($15.5M/$266.1M)	QoQ NEW(+$15.5M) YoY +42.15% (+$4.6M)
MICROSOFT CORP(MSFTcusip594918104)	32.4K	QoQ NEW(+32.4K) YoY +29.75% (+7.4K)	All Managers (Combined)	$12.2M	4.6% ($12.2M/$266.1M)	QoQ NEW(+$12.2M) YoY +15.77% (+$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	74.2K	QoQ NEW(+74.2K) YoY +31.46% (+17.8K)	All Managers (Combined)	$11.5M	4.3% ($11.5M/$266.1M)	QoQ NEW(+$11.5M) YoY +34.69% (+$3.0M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.3K	QoQ NEW(+9.3K) YoY +23.27% (+1.7K)	All Managers (Combined)	$8.8M	3.3% ($8.8M/$266.1M)	QoQ NEW(+$8.8M) YoY +59.14% (+$3.3M)
VISA INC.(Vcusip92826C839)	23.1K	QoQ NEW(+23.1K) YoY +11.54% (+2.4K)	All Managers (Combined)	$8.1M	3.0% ($8.1M/$266.1M)	QoQ NEW(+$8.1M) YoY +40.07% (+$2.3M)
Merck & Co., Inc.(MRKcusip58933Y105)	83.3K	QoQ NEW(+83.3K) YoY +87.48% (+38.9K)	All Managers (Combined)	$7.5M	2.8% ($7.5M/$266.1M)	QoQ NEW(+$7.5M) YoY +27.53% (+$1.6M)
Builders FirstSource, Inc.(BLDRcusip12008R107)	59.0K	QoQ NEW(+59.0K) YoY +6.06% (-3.4K)	All Managers (Combined)	$7.4M	2.8% ($7.4M/$266.1M)	QoQ NEW(+$7.4M) YoY -36.45% (-$4.2M)
(VTIcusip922908769)	24.3K	QoQ NEW(+24.3K) YoY +71.30% (+10.1K)	All Managers (Combined)	$6.7M	2.5% ($6.7M/$266.1M)	QoQ NEW(+$6.7M) YoY +81.15% (+$3.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	38.3K	QoQ NEW(+38.3K) YoY -2.70% (-1.1K)	All Managers (Combined)	$6.4M	2.4% ($6.4M/$266.1M)	QoQ NEW(+$6.4M) YoY +2.00% (-$124.9K)
MARKEL GROUP INC.(MKLcusip570535104)	3.3K	QoQ NEW(+3.3K) YoY +12.44% (+364)	All Managers (Combined)	$6.1M	2.3% ($6.1M/$266.1M)	QoQ NEW(+$6.1M) YoY +38.18% (+$1.7M)
MDU RESOURCES GROUP INC(MDUcusip552690109)	343.4K	QoQ NEW(+343.4K) YoY +62.91% (+132.6K)	All Managers (Combined)	$5.8M	2.2% ($5.8M/$266.1M)	QoQ NEW(+$5.8M) YoY +9.31% (+$495.0K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	89.1K	QoQ NEW(+89.1K) YoY +0.35% (+316)	All Managers (Combined)	$5.8M	2.2% ($5.8M/$266.1M)	QoQ NEW(+$5.8M) YoY +22.99% (+$1.1M)
ESAB Corp(ESABcusip29605J106)	44.7K	QoQ NEW(+44.7K) YoY -2.43% (-1.1K)	All Managers (Combined)	$5.2M	2.0% ($5.2M/$266.1M)	QoQ NEW(+$5.2M) YoY +2.79% (-$141.7K)
QUALCOMM INC/DE(QCOMcusip747525103)	33.3K	QoQ NEW(+33.3K) YoY +6.02% (-1.9K)	All Managers (Combined)	$5.1M	1.9% ($5.1M/$266.1M)	QoQ NEW(+$5.1M) YoY -3.80% (-$202.4K)
Alphabet Inc.(GOOGcusip02079K107)	32.7K	QoQ NEW(+32.7K) YoY -1.73% (-577)	All Managers (Combined)	$5.1M	1.9% ($5.1M/$266.1M)	QoQ NEW(+$5.1M) YoY +0.82% (-$41.8K)
NVIDIA CORP(NVDAcusip67066G104)	46.0K	QoQ NEW(+46.0K) YoY +1153.49% (+42.3K)	All Managers (Combined)	$5.0M	1.9% ($5.0M/$266.1M)	QoQ NEW(+$5.0M) YoY +50.35% (+$1.7M)
CORNING INC /NY(GLWcusip219350105)	108.5K	QoQ NEW(+108.5K) YoY +2.70% (+2.9K)	All Managers (Combined)	$5.0M	1.9% ($5.0M/$266.1M)	QoQ NEW(+$5.0M) YoY +42.65% (+$1.5M)
FRANCO NEVADA Corp(FNVcusip351858105)	31.5K	QoQ NEW(+31.5K) YoY +19.47% (+5.1K)	All Managers (Combined)	$5.0M	1.9% ($5.0M/$266.1M)	QoQ NEW(+$5.0M) YoY +57.97% (+$1.8M)
AMGEN INC(AMGNcusip031162100)	15.8K	QoQ NEW(+15.8K) YoY +7.95% (+1.2K)	All Managers (Combined)	$4.9M	1.8% ($4.9M/$266.1M)	QoQ NEW(+$4.9M) YoY +18.29% (+$759.9K)