Hudson Value Partners, LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $229 Million distributed in 91 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 $15.8M, Apple Inc. with a value of $14.2M, Microsoft Corp with a value of $12.1M, Alphabet Inc. with a value of $10.2M, and Builders First Source, Inc. with a value of $7.95M.
Examining the 13F form we can see an increase of $2.51M in the current position value, from $226M to 229M.
Below you can find more details about Hudson Value Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$229 Million
Technology: $56.2 Million
Financial Services: $34 Million
Industrials: $29.1 Million
Healthcare: $28.7 Million
Communication Services: $22.4 Million
ETFs: $18 Million
Consumer Cyclical: $12.6 Million
Consumer Defensive: $12.3 Million
Other: $15.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more