Hudson Value Partners, LLC Portfolio Holdings
Hudson Value Partners, LLC
- $323 Billion
- Q3 2025
Hudson Value Partners, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 113 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 $21.6B, Alphabet Inc. with a value of $18.2B, Apple Inc. with a value of $16.9B, Microsoft Corp with a value of $16.2B, and Nvidia Corp with a value of $9.56B.
Examining the 13F form we can see an increase of $33.1B in the current position value, from $290B to 323B.
Below you can find more details about Hudson Value Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$323 Billion
Technology: $82.5 Billion
Financial Services: $50.2 Billion
Communication Services: $31.9 Billion
Industrials: $31.7 Billion
Healthcare: $27.8 Billion
ETFs: $26.7 Billion
Consumer Cyclical: $14.8 Billion
Consumer Defensive: $13.2 Billion
Other: $12.5 Billion