Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $290 Billion
  • Q2 2025

Hudson Value Partners, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 Billion distributed in 110 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 $21B, Microsoft Corp with a value of $15.3B, Apple Inc. with a value of $13.8B, Alphabet Inc. with a value of $13.3B, and Visa Inc. with a value of $8.29B.

Examining the 13F form we can see an increase of $23.7B in the current position value, from $266B to 290B.

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

Portfolio value $290 Billion
Technology: $75 Billion
Financial Services: $48.9 Billion
Industrials: $30 Billion
Communication Services: $25.4 Billion
Healthcare: $24.7 Billion
ETFs: $22.2 Billion
Consumer Defensive: $13.6 Billion
Consumer Cyclical: $13.6 Billion
Other: $10.1 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43B
$5.82 Billion 2.01% of portfolio
349,122
Q2 2025 Added 1.66%
$8B
$5.51 Billion 1.9% of portfolio
45,737
Q2 2025 Added 2.31%
$6.29B
$1.11 Billion 0.38% of portfolio
6,740
Q1 2025 New
$4.61B
$370 Million 0.13% of portfolio
206
Q1 2025 New
$2.56B
$242 Million 0.08% of portfolio
7,870
Q2 2025 Reduced 19.12%
$9.61B
$209 Million 0.07% of portfolio
1,901
Q2 2025 Reduced 34.47%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $290 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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