Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $247 Million
  • Q3 2024

Hudson Value Partners, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $247 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $18.4M, Apple Inc. with a value of $16.4M, Microsoft Corp with a value of $13M, Builders First Source, Inc. with a value of $11.5M, and Alphabet Inc. with a value of $9.9M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $229M to 247M.

Below you can find more details about Hudson Value Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $247 Million
Technology: $60.9 Million
Financial Services: $39.1 Million
Industrials: $33.4 Million
Healthcare: $28.2 Million
ETFs: $21.6 Million
Communication Services: $20.1 Million
Consumer Cyclical: $14 Million
Consumer Defensive: $13.7 Million
Other: $16.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$628B
$18.4 Million 7.44% of portfolio
39,941
Q3 2024 Added 2.73%
$3.85T
$16.4 Million 6.64% of portfolio
70,476
Q3 2024 Added 4.46%
$3.21T
$13 Million 5.25% of portfolio
30,161
Q3 2024 Added 11.18%
$28.8B
$11.5 Million 4.65% of portfolio
59,292
Q3 2024 Added 3.23%
$1.01T
$9.9 Million 4.01% of portfolio
59,718
Q3 2024 Added 6.45%
$432B
$7.13 Million 2.89% of portfolio
8,046
Q3 2024 Added 7.6%
$405B
$6.54 Million 2.65% of portfolio
40,381
Q3 2024 Added 3.11%
$176B
$6.53 Million 2.64% of portfolio
23,477
Q3 2024 Added 1.51%
$518B
$5.96 Million 2.41% of portfolio
21,665
Q3 2024 Added 4.96%
$4.09B
$5.83 Million 2.36% of portfolio
212,815
Q3 2024 Added 3.55%
$1.05T
$5.7 Million 2.31% of portfolio
34,123
Q3 2024 Added 5.06%
$17.4B
$5.67 Million 2.3% of portfolio
91,459
Q3 2024 Added 0.16%
$21.2B
$5.55 Million 2.25% of portfolio
14,985
Q3 2024 Added 0.16%
$318B
$5.53 Million 2.24% of portfolio
37,543
Q3 2024 Added 2.36%
$255B
$5.52 Million 2.23% of portfolio
48,624
Q3 2024 Added 9.86%
$183B
$5.51 Million 2.23% of portfolio
32,402
Q3 2024 Added 1.63%
$41.6B
$5.08 Million 2.06% of portfolio
112,552
Q3 2024 Added 5.33%
$23.9B
$4.99 Million 2.02% of portfolio
3,186
Q3 2024 Added 10.93%
$0
$4.87 Million 1.97% of portfolio
17,182
Q3 2024 Added 34.6%
$149B
$4.76 Million 1.93% of portfolio
14,785
Q3 2024 Reduced 0.09%
$345B
$4.71 Million 1.9% of portfolio
38,758
Q3 2024 Added 11.78%
$215B
$4.22 Million 1.71% of portfolio
13,852
Q3 2024 Added 3.72%
$437B
$3.9 Million 1.58% of portfolio
9,637
Q3 2024 Added 3.35%
$23.2B
$3.79 Million 1.53% of portfolio
30,489
Q3 2024 Added 1.8%
$251B
$3.27 Million 1.32% of portfolio
40,480
Q3 2024 Reduced 5.62%
$722B
$3.16 Million 1.28% of portfolio
14,988
Q3 2024 Added 0.21%
$2.15T
$3.04 Million 1.23% of portfolio
16,339
Q3 2024 Reduced 4.71%
$0
$2.86 Million 1.16% of portfolio
12,658
Q3 2024 Added 21.16%
$140B
$2.72 Million 1.1% of portfolio
6,520
Q3 2024 Added 10.64%
$7.84B
$2.53 Million 1.02% of portfolio
23,271
Q3 2024 Added 7.08%
$55.6B
$2.11 Million 0.86% of portfolio
11,758
Q3 2024 Reduced 0.15%
$59.4B
$1.91 Million 0.77% of portfolio
2,363
Q3 2024 Reduced 3.67%
$229B
$1.89 Million 0.76% of portfolio
11,515
Q3 2024 Reduced 7.7%
$0
$1.65 Million 0.67% of portfolio
8,225
Q3 2024 Added 36.27%
$74.5B
$1.6 Million 0.65% of portfolio
5,695
Q3 2024 Added 33.53%
$400B
$1.59 Million 0.64% of portfolio
2,241
Q3 2024 Reduced 7.43%
$145B
$1.57 Million 0.64% of portfolio
20,950
Q3 2024 Reduced 6.79%
$214B
$1.54 Million 0.62% of portfolio
16,053
Q3 2024 Reduced 2.7%
$0
$1.51 Million 0.61% of portfolio
2,630
Q3 2024 Added 13.61%
$0
$1.46 Million 0.59% of portfolio
5,156
Q3 2024 Added 3.74%
$275B
$1.44 Million 0.58% of portfolio
20,081
Q3 2024 Reduced 3.83%
$0
$1.41 Million 0.57% of portfolio
11,774
Q3 2024 Added 4.8%
$207B
$1.4 Million 0.57% of portfolio
333
Q3 2024 Reduced 9.02%
$37B
$1.41 Million 0.57% of portfolio
2,625
Q3 2024 Reduced 6.91%
$205B
$1.4 Million 0.57% of portfolio
12,313
Q3 2024 Added 8.73%
$77.2B
$1.23 Million 0.5% of portfolio
4,481
Q3 2024 Reduced 22.34%
$760B
$1.22 Million 0.49% of portfolio
1,372
Q3 2024 Reduced 1.08%
$212B
$1.21 Million 0.49% of portfolio
1,355
Q3 2024 Reduced 6.87%
$79.1B
$1.19 Million 0.48% of portfolio
10,865
Q3 2024 Reduced 8.08%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $247 Million
  • Prior Value $229 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Hudson Value Partners, LLC Portfolio

Follow Hudson Value Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Value Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hudson Value Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email