Institutional Manager · CIK 0001840501
Hudson Value Partners, LLC
MORRISTOWN, NY · File #028-21041
Latest AUM
$335.8M
Positions
111
Top-10 Concentration
43.5%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025111 pos · $335.8M
- 13F HOLDINGS REPORTQ/E Sep 2025113 pos · $323.0M
- 13F HOLDINGS REPORTQ/E Jun 2025110 pos · $289.8M
- 13F HOLDINGS REPORTQ/E Mar 2025100 pos · $266.1M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20241 pos · $4.9M
- 13F HOLDINGS REPORTQ/E Dec 202491 pos · $263.8M
- 13F HOLDINGS REPORTQ/E Sep 202497 pos · $257.4M
- 13F HOLDINGS REPORTQ/E Jun 202491 pos · $236.5M
- 13F HOLDINGS REPORTQ/E Mar 202494 pos · $235.4M
- 13F HOLDINGS REPORTQ/E Dec 202399 pos · $190.4M
- 13F HOLDINGS REPORTQ/E Sep 2023105 pos · $195.7M
- 13F HOLDINGS REPORTQ/E Jun 2023105 pos · $175.8M
- 13F HOLDINGS REPORTQ/E Mar 2023102 pos · $162.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC CAP STK CL A | GOOG | 73,812 | $23.2M | 7.80% |
| 2 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 44,297 | $22.3M | 7.51% |
| 3 | APPLE INC COM | AAPL | 64,340 | $17.5M | 5.91% |
| 4 | MICROSOFT CORP COM | MSFT | 31,758 | $15.4M | 5.20% |
| 5 | ALPHABET INC CAP STK CL C | GOOG | 31,148 | $9.8M | 3.30% |
| 6 | NVIDIA CORPORATION COM | NVDA | 47,889 | $8.9M | 3.01% |
| 7 | ASML HOLDING N V N Y REGISTRY SHS | ASMLF | 7,701 | $8.3M | 2.78% |
| 8 | VISA INC COM CL A | V | 23,164 | $8.2M | 2.75% |
| 9 | CORNING INC COM | GLW | 89,386 | $7.9M | 2.67% |
| 10 | MARKEL GROUP INC COM | MKL | 3,517 | $7.6M | 2.57% |
| 11 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 22,267 | $7.5M | 2.52% |
| 12 | JOHNSON & JOHNSON COM | JNJ | 36,042 | $7.5M | 2.51% |
| 13 | EVERUS CONSTR GROUP COM | EVEX-WT | 79,756 | $7.0M | 2.35% |
| 14 | MDU RES GROUP INC COM | 552690109 | 341,046 | $6.7M | 2.26% |
| 15 | FRANCO NEV CORP COM | FNV | 32,205 | $6.7M | 2.26% |
| 16 | AMGEN INC COM | AMGN | 20,147 | $6.6M | 2.23% |
| 17 | COSTCO WHSL CORP NEW COM | 22160K105 | 7,407 | $6.4M | 2.16% |
| 18 | THERMO FISHER SCIENTIFIC INC COM | TMO | 10,623 | $6.2M | 2.09% |
| 19 | MERCK & CO INC COM | MRK | 58,337 | $6.2M | 2.08% |
| 20 | BUILDERS FIRSTSOURCE INC COM | BLDR | 59,659 | $6.2M | 2.07% |