Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $266 Billion
  • Q1 2025

Hudson Value Partners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $266 Billion distributed in 100 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 $22.6B, Apple Inc. with a value of $15.5B, Microsoft Corp with a value of $12.2B, Alphabet Inc. with a value of $11.5B, and Costco Wholesale Corp with a value of $8.76B.

Examining the 13F form we can see an increase of $261B in the current position value, from $4.93B to 266B.

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

Portfolio value $266 Billion
Technology: $61.7 Billion
Financial Services: $49.1 Billion
Industrials: $28.7 Billion
Healthcare: $24.4 Billion
ETFs: $22 Billion
Communication Services: $21.1 Billion
Consumer Defensive: $14.6 Billion
Consumer Cyclical: $13.4 Billion
Other: $11.6 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.9B
$7.38 Billion 2.77% of portfolio
59,031
Q1 2025 New
$24.4B
$6.15 Billion 2.31% of portfolio
3,288
Q1 2025 New
$17.3B
$5.8 Billion 2.18% of portfolio
89,064
Q1 2025 New
$167B
$5.12 Billion 1.92% of portfolio
33,318
Q1 2025 New
$32.6B
$4.97 Billion 1.87% of portfolio
31,518
Q1 2025 New
$37.4B
$4.97 Billion 1.87% of portfolio
108,544
Q1 2025 New
$150B
$4.91 Billion 1.85% of portfolio
15,772
Q1 2025 New
$24.6B
$4.09 Billion 1.54% of portfolio
44,869
Q1 2025 New
$12.8B
$3.77 Billion 1.42% of portfolio
13,340
Q1 2025 New
$139B
$3.08 Billion 1.16% of portfolio
6,557
Q1 2025 New
$154B
$1.94 Billion 0.73% of portfolio
26,585
Q1 2025 New
$91.3B
$1.95 Billion 0.73% of portfolio
5,520
Q1 2025 New
$43.9B
$1.4 Billion 0.52% of portfolio
2,228
Q1 2025 New
$192B
$1.29 Billion 0.49% of portfolio
281
Q1 2025 New
$98.1B
$1.25 Billion 0.47% of portfolio
20,884
Q1 2025 New
$53.9B
$1.2 Billion 0.45% of portfolio
64,775
Q1 2025 New
$31.5B
$1.14 Billion 0.43% of portfolio
2,385
Q1 2025 New
$156B
$1.15 Billion 0.43% of portfolio
11,215
Q1 2025 New
$191B
$1.08 Billion 0.41% of portfolio
1,355
Q1 2025 New
$55.1B
$1.09 Billion 0.41% of portfolio
4,481
Q1 2025 New
$76.7B
$1.05 Billion 0.4% of portfolio
4,425
Q1 2025 New
$144B
$1.02 Billion 0.38% of portfolio
4,977
Q1 2025 New
$121B
$932 Million 0.35% of portfolio
3,050
Q1 2025 New
$97.7B
$906 Million 0.34% of portfolio
7,835
Q1 2025 New
$165B
$917 Million 0.34% of portfolio
9,290
Q1 2025 New
$184B
$820 Million 0.31% of portfolio
5,470
Q1 2025 New
$55.3B
$708 Million 0.27% of portfolio
12,582
Q1 2025 New
$27.7B
$650 Million 0.24% of portfolio
9,520
Q1 2025 New
$92.3B
$615 Million 0.23% of portfolio
5,040
Q1 2025 New
$77.9B
$514 Million 0.19% of portfolio
3,070
Q1 2025 New
$30.8B
$479 Million 0.18% of portfolio
2,412
Q1 2025 New
$106B
$481 Million 0.18% of portfolio
2,820
Q1 2025 New
$24.1B
$315 Million 0.12% of portfolio
2,884
Q1 2025 New
$67.9B
$322 Million 0.12% of portfolio
9,433
Q1 2025 New
$15.4B
$295 Million 0.11% of portfolio
1,779
Q1 2025 New
$76.8B
$262 Million 0.1% of portfolio
431
Q1 2025 New
$147B
$235 Million 0.09% of portfolio
1,932
Q1 2025 New
$11.6B
$211 Million 0.08% of portfolio
24,169
Q1 2025 New
$51.3B
$201 Million 0.08% of portfolio
850
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $266 Billion
  • Prior Value $4.93 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 99 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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