Hudson Value Partners, LLC 13F Holdings

CIK 0001840501 · NEW YORK, NY

As of Sep 30, 2025, Hudson Value Partners, LLC reported 110 positions worth $323.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services43,015$21.6M6.70%
ALPHABET INCGOOGLEquity74,974 8.2M5.64%
APPLE INCAAPLTechnology66,389 6.9M5.23%
MICROSOFT CORPMSFTTechnology31,181 6.2M5.00%
NVIDIA CORPNVDATechnology51,219$9.6M2.96%
VISA INC-CLASS A SHARESVFinancial Services23,238$7.9M2.46%
ALPHABET INCGOOGEquity32,311$7.9M2.44%
COSTCO WHOLESALE CORPCOSTConsumer Defensive8,212$7.6M2.35%
ASML HOLDING NVASMLTechnology7,638$7.4M2.29%
CORNING INCGLWTechnology88,548$7.3M2.25%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials59,148$7.2M2.22%
FRANCO NEVADA CORPFNVBasic Materials31,984$7.1M2.21%
EVERUS CONSTRUCTION GROUP INCECGConsumer Cyclical79,101$6.8M2.10%
VANGUARD TOTAL STOCK MKT ETFVTI—20,585$6.8M2.09%
MARKEL GROUP INCMKLFinancial Services3,508$6.7M2.08%
JOHNSON & JOHNSONJNJHealthcare34,887$6.5M2.00%
FIDELITY NATIONAL FINANCIAL INCFNFFinancial Services104,306$6.3M1.95%
DELL TECHNOLOGIES INCDELLTechnology44,065$6.2M1.93%
MDU RESOURCES GROUP INCMDUIndustrials339,021$6.0M1.87%
AMGEN INCAMGNHealthcare19,968$5.6M1.74%
ESAB CORPESABIndustrials48,770$5.4M1.69%
QUALCOMM INCQCOMTechnology32,333$5.4M1.67%
THERMO FISHER SCIENTIFIC INCTMOHealthcare10,614$5.1M1.59%
MERCK & CO INCMRKHealthcare58,831$4.9M1.53%
JPMORGAN CHASE & COJPMFinancial Services15,409$4.9M1.50%