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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.5B
$11.5 Million 4.65% of portfolio
59,292
Q3 2024 Added 3.23%
$168B
$6.53 Million 2.64% of portfolio
23,477
Q3 2024 Added 1.51%
$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%
$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%
$21.8B
$3.79 Million 1.53% of portfolio
30,489
Q3 2024 Added 1.8%
$120B
$2.72 Million 1.1% of portfolio
6,520
Q3 2024 Added 10.64%
$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%
$72.3B
$1.6 Million 0.65% of portfolio
5,695
Q3 2024 Added 33.53%
$145B
$1.57 Million 0.64% of portfolio
20,950
Q3 2024 Reduced 6.79%
$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%
$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%
$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%
$29.3B
$638,000 0.26% of portfolio
9,520
Q3 2024 Reduced 0.42%
$83.6B
$607,000 0.25% of portfolio
3,995
Q3 2024 Reduced 7.84%
$86.4B
$605,000 0.24% of portfolio
5,250
Q3 2024 Added 107.92%
$189B
$590,000 0.24% of portfolio
14,137
Q4 2023 Reduced 2.52%
$76B
$567,000 0.23% of portfolio
1,075
Q2 2022 Reduced 0.09%
$66.8B
$529,000 0.21% of portfolio
3,070
Q3 2024 Added 900.0%
$154B
$473,000 0.19% of portfolio
2,293
Q3 2024 Reduced 13.63%
$28.8B
$446,000 0.18% of portfolio
2,612
Q3 2024 Added 5.03%
$67.6B
$403,000 0.16% of portfolio
13,873
Q3 2024 Reduced 9.76%
$28.8B
$382,000 0.15% of portfolio
2,884
Q4 2023 Reduced 4.31%
$53.2B
$353,000 0.14% of portfolio
1,864
Q1 2024 Reduced 1.58%
$139B
$288,000 0.12% of portfolio
9,983
Q3 2024 Reduced 2.14%
$89.8B
$271,000 0.11% of portfolio
430
Q1 2024 New
$139B
$252,000 0.1% of portfolio
2,150
Q3 2024 New
$145B
$226,000 0.09% of portfolio
1,120
Q1 2024 New
$60.5B
$211,000 0.09% of portfolio
850
Q3 2024 New
$78B
$211,000 0.09% of portfolio
2,040
Q3 2024 New
$70B
$204,000 0.08% of portfolio
1,309
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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