Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $290 Billion
  • Q2 2025

Hudson Value Partners, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 Billion distributed in 110 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 $21B, Microsoft Corp with a value of $15.3B, Apple Inc. with a value of $13.8B, Alphabet Inc. with a value of $13.3B, and Visa Inc. with a value of $8.29B.

Examining the 13F form we can see an increase of $23.7B in the current position value, from $266B to 290B.

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

Portfolio value $290 Billion
Technology: $75 Billion
Financial Services: $48.9 Billion
Industrials: $30 Billion
Communication Services: $25.4 Billion
Healthcare: $24.7 Billion
ETFs: $22.2 Billion
Consumer Defensive: $13.6 Billion
Consumer Cyclical: $13.6 Billion
Other: $10.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$646B
$21 Billion 7.25% of portfolio
43,260
Q2 2025 Added 1.99%
$3.86T
$15.3 Billion 5.27% of portfolio
30,736
Q2 2025 Reduced 5.11%
$4.22T
$13.8 Billion 4.77% of portfolio
67,378
Q2 2025 Reduced 3.25%
$1.5T
$13.3 Billion 4.57% of portfolio
75,230
Q2 2025 Added 1.35%
$568B
$8.29 Billion 2.86% of portfolio
23,344
Q2 2025 Added 0.96%
$415B
$8.03 Billion 2.77% of portfolio
8,109
Q2 2025 Reduced 12.4%
$451B
$7.89 Billion 2.72% of portfolio
49,969
Q2 2025 Added 8.74%
$19.6B
$7.05 Billion 2.43% of portfolio
60,386
Q2 2025 Added 2.3%
$25.8B
$6.94 Billion 2.4% of portfolio
3,476
Q2 2025 Added 5.72%
$407B
$6.07 Billion 2.09% of portfolio
7,569
Q2 2025 Added 34.61%
$3.94B
$5.82 Billion 2.01% of portfolio
349,122
Q2 2025 Added 1.66%
$72.8B
$5.74 Billion 1.98% of portfolio
109,209
Q2 2025 Added 0.61%
$1.53T
$5.73 Billion 1.98% of portfolio
32,311
Q2 2025 Reduced 1.05%
$161B
$5.53 Billion 1.91% of portfolio
19,799
Q2 2025 Added 25.53%
$7.41B
$5.51 Billion 1.9% of portfolio
45,737
Q2 2025 Added 2.31%
$38.7B
$5.42 Billion 1.87% of portfolio
44,200
Q2 2025 Reduced 1.49%
$502B
$5.15 Billion 1.78% of portfolio
33,722
Q2 2025 Reduced 12.01%
$190B
$5.17 Billion 1.78% of portfolio
32,446
Q2 2025 Reduced 2.62%
$871B
$5.09 Billion 1.76% of portfolio
17,557
Q2 2025 Added 14.4%
Everus Constr Group Com
-
$5.11 Billion 1.76% of portfolio
-
Q2 2025 Added 1.7%
$15.6B
$5.07 Billion 1.75% of portfolio
90,430
Q2 2025 Added 1.53%
$36.9B
$5.04 Billion 1.74% of portfolio
30,732
Q2 2025 Reduced 2.49%
$222B
$4.88 Billion 1.68% of portfolio
61,683
Q2 2025 Reduced 25.96%
Amentum Holdings Inc Com
-
$4.38 Billion 1.51% of portfolio
-
Q2 2025 Reduced 1.37%
Knife River Corp Common Stock
-
$4.32 Billion 1.49% of portfolio
-
Q2 2025 Added 0.48%
Atlanta Braves Hldgs Inc Com Ser A
-
$4.33 Billion 1.49% of portfolio
-
Q2 2025 Added 0.68%
$15.9B
$4.26 Billion 1.47% of portfolio
13,831
Q2 2025 Added 3.68%
$2.26T
$4.05 Billion 1.4% of portfolio
18,469
Q2 2025 Added 2.87%
$226B
$3.78 Billion 1.3% of portfolio
12,936
Q2 2025 Added 1.56%
$219B
$3.75 Billion 1.3% of portfolio
9,258
Q2 2025 New
Canadian Pacific Kansas City Com
-
$3.74 Billion 1.29% of portfolio
-
Q2 2025 Added 13.37%
$139B
$3.46 Billion 1.19% of portfolio
6,800
Q2 2025 Added 3.71%
$288B
$3.29 Billion 1.14% of portfolio
33,644
Q2 2025 Reduced 10.95%
$0
$3.11 Billion 1.07% of portfolio
12,287
Q2 2025 Reduced 9.4%
$108B
$2.54 Billion 0.88% of portfolio
4,995
Q2 2025 Reduced 9.51%
$184B
$2.52 Billion 0.87% of portfolio
26,983
Q2 2025 Added 1.5%
$552B
$2.47 Billion 0.85% of portfolio
1,843
Q2 2025 Reduced 6.49%
$1.65T
$2.47 Billion 0.85% of portfolio
3,343
Q2 2025 Added 26.68%
$0
$2.15 Billion 0.74% of portfolio
19,847
Q2 2025 Added 63.48%
$400B
$2.03 Billion 0.7% of portfolio
5,535
Q2 2025 Reduced 28.22%
$760B
$1.91 Billion 0.66% of portfolio
2,449
Q2 2025 Reduced 1.01%
$0
$1.84 Billion 0.63% of portfolio
13,264
Q2 2025 Added 27.06%
$69.5B
$1.68 Billion 0.58% of portfolio
2,228
Q1 2025 New
Qxo Inc Com New
-
$1.63 Billion 0.56% of portfolio
-
Q2 2025 New
$0
$1.6 Billion 0.55% of portfolio
2,585
Q2 2025 Added 1.77%
$384B
$1.59 Billion 0.55% of portfolio
11,215
Q1 2025 New
$210B
$1.54 Billion 0.53% of portfolio
266
Q2 2025 Reduced 5.34%
$223B
$1.47 Billion 0.51% of portfolio
10,789
Q1 2025 New
$78.2B
$1.45 Billion 0.5% of portfolio
10,865
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $290 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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