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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$691B
$22.6 Billion 8.49% of portfolio
42,416
Q1 2025 New
$3.36T
$15.5 Billion 5.81% of portfolio
69,639
Q1 2025 New
$2.92T
$12.2 Billion 4.57% of portfolio
32,390
Q1 2025 New
$967B
$11.5 Billion 4.31% of portfolio
74,229
Q1 2025 New
$432B
$8.76 Billion 3.29% of portfolio
9,257
Q1 2025 New
$548B
$8.1 Billion 3.05% of portfolio
23,123
Q1 2025 New
$210B
$7.48 Billion 2.81% of portfolio
83,311
Q1 2025 New
$18.9B
$7.38 Billion 2.77% of portfolio
59,031
Q1 2025 New
$0
$6.69 Billion 2.51% of portfolio
24,326
Q1 2025 New
$404B
$6.36 Billion 2.39% of portfolio
38,324
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
$3.43B
$5.81 Billion 2.18% of portfolio
343,429
Q1 2025 New
$7.2B
$5.21 Billion 1.96% of portfolio
44,704
Q1 2025 New
$997B
$5.1 Billion 1.92% of portfolio
32,653
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
Knife River Corp Common Stock
-
$4.75 Billion 1.79% of portfolio
-
Q1 2025 New
$24.6B
$4.09 Billion 1.54% of portfolio
44,869
Q1 2025 New
$233B
$3.98 Billion 1.5% of portfolio
12,737
Q1 2025 New
Atlanta Braves Hldgs Inc Com Ser A
-
$3.83 Billion 1.44% of portfolio
-
Q1 2025 New
$12.8B
$3.77 Billion 1.42% of portfolio
13,340
Q1 2025 New
$714B
$3.76 Billion 1.41% of portfolio
15,347
Q1 2025 New
$269B
$3.73 Billion 1.4% of portfolio
5,623
Q1 2025 New
Amentum Holdings Inc Com
-
$3.43 Billion 1.29% of portfolio
-
Q1 2025 New
$1.93T
$3.42 Billion 1.28% of portfolio
17,953
Q1 2025 New
$258B
$3.32 Billion 1.25% of portfolio
37,780
Q1 2025 New
$139B
$3.08 Billion 1.16% of portfolio
6,557
Q1 2025 New
Canadian Pacific Kansas City Com
-
$2.92 Billion 1.1% of portfolio
-
Q1 2025 New
Everus Constr Group Com
-
$2.93 Billion 1.1% of portfolio
-
Q1 2025 Added 5.47%
$366B
$2.83 Billion 1.06% of portfolio
7,711
Q1 2025 New
$0
$2.8 Billion 1.05% of portfolio
13,562
Q1 2025 New
$840B
$2.04 Billion 0.77% of portfolio
2,474
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
$490B
$1.84 Billion 0.69% of portfolio
1,971
Q1 2025 New
$0
$1.8 Billion 0.68% of portfolio
9,672
Q1 2025 New
$1.23T
$1.52 Billion 0.57% of portfolio
2,639
Q1 2025 New
$226B
$1.43 Billion 0.54% of portfolio
10,789
Q1 2025 New
$0
$1.42 Billion 0.53% of portfolio
2,540
Q1 2025 New
$43.9B
$1.4 Billion 0.52% of portfolio
2,228
Q1 2025 New
$0
$1.34 Billion 0.5% of portfolio
5,054
Q1 2025 New
$311B
$1.32 Billion 0.5% of portfolio
18,466
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
$0
$1.23 Billion 0.46% of portfolio
10,439
Q1 2025 New
$53.9B
$1.2 Billion 0.45% of portfolio
64,775
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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