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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$609B
$18.4 Million 7.44% of portfolio
39,941
Q3 2024 Added 2.73%
$3.62T
$16.4 Million 6.64% of portfolio
70,476
Q3 2024 Added 4.46%
$3.09T
$13 Million 5.25% of portfolio
30,161
Q3 2024 Added 11.18%
$27.5B
$11.5 Million 4.65% of portfolio
59,292
Q3 2024 Added 3.23%
$1.03T
$9.9 Million 4.01% of portfolio
59,718
Q3 2024 Added 6.45%
$401B
$7.13 Million 2.89% of portfolio
8,046
Q3 2024 Added 7.6%
$403B
$6.54 Million 2.65% of portfolio
40,381
Q3 2024 Added 3.11%
$168B
$6.53 Million 2.64% of portfolio
23,477
Q3 2024 Added 1.51%
$506B
$5.96 Million 2.41% of portfolio
21,665
Q3 2024 Added 4.96%
$3.73B
$5.83 Million 2.36% of portfolio
212,815
Q3 2024 Added 3.55%
$1.06T
$5.7 Million 2.31% of portfolio
34,123
Q3 2024 Added 5.06%
$16.8B
$5.67 Million 2.3% of portfolio
91,459
Q3 2024 Added 0.16%
$20B
$5.55 Million 2.25% of portfolio
14,985
Q3 2024 Added 0.16%
$316B
$5.53 Million 2.24% of portfolio
37,543
Q3 2024 Added 2.36%
$244B
$5.52 Million 2.23% of portfolio
48,624
Q3 2024 Added 9.86%
$180B
$5.51 Million 2.23% of portfolio
32,402
Q3 2024 Added 1.63%
$39.3B
$5.08 Million 2.06% of portfolio
112,552
Q3 2024 Added 5.33%
$23.1B
$4.99 Million 2.02% of portfolio
3,186
Q3 2024 Added 10.93%
$152B
$4.76 Million 1.93% of portfolio
14,785
Q3 2024 Reduced 0.09%
$354B
$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%
$418B
$3.9 Million 1.58% of portfolio
9,637
Q3 2024 Added 3.35%
$21.8B
$3.79 Million 1.53% of portfolio
30,489
Q3 2024 Added 1.8%
$229B
$3.27 Million 1.32% of portfolio
40,480
Q3 2024 Reduced 5.62%
$720B
$3.16 Million 1.28% of portfolio
14,988
Q3 2024 Added 0.21%
$2.06T
$3.04 Million 1.23% of portfolio
16,339
Q3 2024 Reduced 4.71%
$120B
$2.72 Million 1.1% of portfolio
6,520
Q3 2024 Added 10.64%
$7.01B
$2.53 Million 1.02% of portfolio
23,271
Q3 2024 Added 7.08%
$53B
$2.11 Million 0.86% of portfolio
11,758
Q3 2024 Reduced 0.15%
$57.9B
$1.91 Million 0.77% of portfolio
2,363
Q3 2024 Reduced 3.67%
$218B
$1.89 Million 0.76% of portfolio
11,515
Q3 2024 Reduced 7.7%
$72.3B
$1.6 Million 0.65% of portfolio
5,695
Q3 2024 Added 33.53%
$367B
$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%
$210B
$1.54 Million 0.62% of portfolio
16,053
Q3 2024 Reduced 2.7%
$267B
$1.44 Million 0.58% of portfolio
20,081
Q3 2024 Reduced 3.83%
$198B
$1.4 Million 0.57% of portfolio
333
Q3 2024 Reduced 9.02%
$36.4B
$1.41 Million 0.57% of portfolio
2,625
Q3 2024 Reduced 6.91%
$203B
$1.4 Million 0.57% of portfolio
12,313
Q3 2024 Added 8.73%
$76.6B
$1.23 Million 0.5% of portfolio
4,481
Q3 2024 Reduced 22.34%
$709B
$1.22 Million 0.49% of portfolio
1,372
Q3 2024 Reduced 1.08%
$204B
$1.21 Million 0.49% of portfolio
1,355
Q3 2024 Reduced 6.87%
$75B
$1.19 Million 0.48% of portfolio
10,865
Q3 2024 Reduced 8.08%
$90.5B
$1.17 Million 0.48% of portfolio
4,725
Q3 2024 Reduced 8.7%
$219B
$1.09 Million 0.44% of portfolio
6,420
Q3 2024 Added 5.68%
$53.4B
$1.02 Million 0.41% of portfolio
63,775
Q3 2024 New
$12.1B
$925,000 0.37% of portfolio
13,175
Q3 2024 Reduced 5.96%
$124B
$844,000 0.34% of portfolio
3,050
Q3 2024 Added 22.0%
$1.25T
$780,000 0.32% of portfolio
1,363
Q3 2024 New

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
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