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

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.4B
$7.26 Billion 2.25% of portfolio
88,548
Q3 2025 Reduced 18.92%
$16.1B
$7.17 Billion 2.22% of portfolio
59,148
Q3 2025 Reduced 2.05%
$37.7B
$7.13 Billion 2.21% of portfolio
31,984
Q3 2025 Added 4.07%
$27.9B
$6.71 Billion 2.08% of portfolio
3,508
Q3 2025 Added 0.92%
$16.1B
$6.31 Billion 1.95% of portfolio
104,306
Q3 2025 Added 15.34%
$34.7B
$6.25 Billion 1.93% of portfolio
44,065
Q3 2025 Reduced 0.31%
$183B
$5.63 Billion 1.74% of portfolio
19,968
Q3 2025 Added 0.85%
$187B
$5.38 Billion 1.67% of portfolio
32,333
Q3 2025 Reduced 0.35%
$144B
$3.68 Billion 1.14% of portfolio
8,043
Q3 2025 Added 18.28%
$12.5B
$3.36 Billion 1.04% of portfolio
11,296
Q3 2025 Reduced 18.33%
$181B
$2.64 Billion 0.82% of portfolio
26,983
Q2 2025 Added 1.5%
$115B
$2.45 Billion 0.76% of portfolio
4,995
Q2 2025 Reduced 9.51%
$49.1B
$2.2 Billion 0.68% of portfolio
1,831
Q3 2025 Reduced 0.65%
$55.9B
$2.13 Billion 0.66% of portfolio
2,228
Q1 2025 New
$37.2B
$1.48 Billion 0.46% of portfolio
2,350
Q3 2025 Reduced 1.26%
$75.4B
$1.43 Billion 0.44% of portfolio
10,865
Q1 2025 New
$17.7B
$1.15 Billion 0.36% of portfolio
11,675
Q2 2025 Reduced 11.39%
$92.7B
$1.15 Billion 0.36% of portfolio
4,425
Q1 2025 New
$52.5B
$1.11 Billion 0.34% of portfolio
64,775
Q1 2025 New
$68.9B
$1.06 Billion 0.33% of portfolio
4,481
Q1 2025 New
$103B
$1.02 Billion 0.32% of portfolio
7,835
Q1 2025 New
$160B
$1.03 Billion 0.32% of portfolio
5,210
Q3 2025 Added 43.33%
$78.9B
$1.01 Billion 0.31% of portfolio
12,582
Q1 2025 New
$193B
$921 Million 0.29% of portfolio
8,042
Q2 2025 Reduced 13.43%
$104B
$895 Million 0.28% of portfolio
3,050
Q1 2025 New
$139B
$742 Million 0.23% of portfolio
2,250
Q3 2025 Reduced 26.23%
$42.8B
$723 Million 0.22% of portfolio
2,412
Q3 2025 Reduced 0.5%
$114B
$609 Million 0.19% of portfolio
2,820
Q1 2025 New
$96.4B
$572 Million 0.18% of portfolio
4,625
Q3 2025 Reduced 8.23%
$46.9B
$451 Million 0.14% of portfolio
3,711
Q2 2025 New
$74.3B
$427 Million 0.13% of portfolio
759
Q2 2025 New
$22.4B
$402 Million 0.12% of portfolio
5,980
Q3 2025 Reduced 25.06%
$107B
$301 Million 0.09% of portfolio
397
Q3 2025 Reduced 7.89%
$70.2B
$295 Million 0.09% of portfolio
9,433
Q1 2025 New
$11.2B
$300 Million 0.09% of portfolio
2,651
Q3 2025 Added 39.45%
$22.8B
$296 Million 0.09% of portfolio
2,814
Q2 2025 Reduced 2.43%
$170B
$274 Million 0.08% of portfolio
1,896
Q3 2025 Reduced 1.86%
$65.7B
$255 Million 0.08% of portfolio
850
Q1 2025 New
$197B
$229 Million 0.07% of portfolio
1,120
Q2 2025 New
$57.4B
$224 Million 0.07% of portfolio
350
Q3 2025 New
$62.7B
$214 Million 0.07% of portfolio
2,600
Q2 2025 New
$190B
$201 Million 0.06% of portfolio
1,980
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $323 Billion
  • Prior Value $290 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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