Institutional Manager · CIK 0001840501

Hudson Value Partners, LLC

PALM BEACH, FL · File #028-21041

Latest AUM

$335.8M

Positions

111

Top-10 Concentration

43.5%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
EXITED	ZEBRA TECHNOLOGIES CORPORATION CL A	989207105	-11,296	-$3.4M	$0
NEW	ONEOK INC NEW COM	OKE	+41,516	+$3.1M	$0
ADD	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	81369Y803	+13,231	+$1.9M	-$1.8M
ADD	META PLATFORMS INC CL A	META	+2,482	+$1.6M	-$273,973
ADD	NETFLIX INC COM	NFLX	+16,229	+$1.5M	-$2.0M
ADD	ALIBABA GROUP HLDG LTD SPONSORED ADS	BBAAY	+8,630	+$1.3M	-$462,233
ADD	SERVICENOW INC COM	NOW	+5,420	+$835,739	-$1.0M
REDUCE	COSTCO WHSL CORP NEW COM	22160K105	-805	-$696,399	-$497,136
ADD	BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK-A	+1,282	+$645,421	+$30,606
REDUCE	NVIDIA CORPORATION COM	NVDA	-3,330	-$621,594	+$4,182

Sector Allocation

21.5%$72.1M

9.3%$31.2M

8.9%$29.9M

7.1%$23.9M

3.1%$10.6M

Consumer Discretionary

3.0%$10.2M

Communication Services

1.7%$5.8M

Consumer Staples

1.7%$5.7M

Energy

1.4%$4.7M

Filing History

Jan 28, 202613F HOLDINGS REPORTQ/E Dec 2025111 pos · $335.8M
Oct 30, 202513F HOLDINGS REPORTQ/E Sep 2025113 pos · $323.0M
Jul 18, 202513F HOLDINGS REPORTQ/E Jun 2025110 pos · $289.8M
Apr 22, 202513F HOLDINGS REPORTQ/E Mar 2025100 pos · $266.1M
Feb 18, 202513F HOLDINGS REPORT (Amended)Q/E Dec 20241 pos · $4.9M
Feb 3, 202513F HOLDINGS REPORTQ/E Dec 202491 pos · $263.8M
Oct 31, 202413F HOLDINGS REPORTQ/E Sep 202497 pos · $257.4M
Jul 29, 202413F HOLDINGS REPORTQ/E Jun 202491 pos · $236.5M
May 8, 202413F HOLDINGS REPORTQ/E Mar 202494 pos · $235.4M
Nov 2, 202313F HOLDINGS REPORTQ/E Dec 202399 pos · $190.4M

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%