Filed: 2/3/2025ACC: 0001840501-25-000001
📋 What this filing means
HUDSON VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $263.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$263.80M
Total AUM (reported)
1.77M
Total Shares
Allocation by class
STOCK$235.36M89.2%
ETF$23.98M9.1%
ADR$3.54M1.3%
CEF$916.3K0.3%
Portfolio Concentration
Top 3$50.86M19.3%
4–10$58.96M22.4%
11–25$75.44M28.6%
Rest$78.55M29.8%
Top 3 weight
19.3%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 1.77M
Sole
Full voting authority
1.77M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings91
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares41.97K
TypeSH
Market value$19.02M
7.21%
Sole
41.97K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares69.80K
TypeSH
Market value$17.48M
6.63%
Sole
69.80K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares34.05K
TypeSH
Market value$14.35M
5.44%
Sole
34.05K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares73.28K
TypeSH
Market value$13.87M
5.26%
Sole
73.28K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC COM
SOLEShares60.33K
TypeSH
Market value$8.62M
3.27%
Sole
60.33K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares29.02K
TypeSH
Market value$8.42M
3.19%
Sole
29.02K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares8.50K
TypeSH
Market value$7.79M
2.95%
Sole
8.50K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares23.02K
TypeSH
Market value$7.28M
2.76%
Sole
23.02K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares50.66K
TypeSH
Market value$6.80M
2.58%
Sole
50.66K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares32.45K
TypeSH
Market value$6.18M
2.34%
Sole
32.45K
Shared
0.00
None
0.00
MARKEL GROUP INC COM
SOLEShares3.34K
TypeSH
Market value$5.76M
2.18%
Sole
3.34K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATION CL A
SOLEShares14.89K
TypeSH
Market value$5.75M
2.18%
Sole
14.89K
Shared
0.00
None
0.00
ESAB CORPORATION COM
SOLEShares47.68K
TypeSH
Market value$5.72M
2.17%
Sole
47.68K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares41.40K
TypeSH
Market value$5.65M
2.14%
Sole
41.40K
Shared
0.00
None
0.00
KNIFE RIVER CORP COMMON STOCK
SOLEShares54K
TypeSH
Market value$5.49M
2.08%
Sole
54K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
SOLEShares36.95K
TypeSH
Market value$5.35M
2.03%
Sole
36.95K
Shared
0.00
None
0.00
CORNING INC COM
SOLEShares111.19K
TypeSH
Market value$5.28M
2.00%
Sole
111.19K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares22.70K
TypeSH
Market value$5.21M
1.97%
Sole
22.70K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares33.42K
TypeSH
Market value$5.13M
1.95%
Sole
33.42K
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
SOLEShares91.34K
TypeSH
Market value$5.13M
1.94%
Sole
91.34K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares45.96K
TypeSH
Market value$4.57M
1.73%
Sole
45.96K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares14.95K
TypeSH
Market value$4.34M
1.64%
Sole
14.95K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares15.86K
TypeSH
Market value$4.13M
1.57%
Sole
15.86K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares18.60K
TypeSH
Market value$4.08M
1.55%
Sole
18.60K
Shared
0.00
None
0.00
MDU RES GROUP INC COM
SOLEShares212.95K
TypeSH
Market value$3.84M
1.45%
Sole
212.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 41.97K | SH | $19.02M 7.21% | 41.97K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 69.80K | SH | $17.48M 6.63% | 69.80K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 34.05K | SH | $14.35M 5.44% | 34.05K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 73.28K | SH | $13.87M 5.26% | 73.28K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INC COMSOLE | Stock | 60.33K | SH | $8.62M 3.27% | 60.33K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 29.02K | SH | $8.42M 3.19% | 29.02K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 8.50K | SH | $7.79M 2.95% | 8.50K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 23.02K | SH | $7.28M 2.76% | 23.02K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 50.66K | SH | $6.80M 2.58% | 50.66K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 32.45K | SH | $6.18M 2.34% | 32.45K | 0.00 | 0.00 |
MARKEL GROUP INC COMSOLE | Stock | 3.34K | SH | $5.76M 2.18% | 3.34K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATION CL ASOLE | Stock | 14.89K | SH | $5.75M 2.18% | 14.89K | 0.00 | 0.00 |
ESAB CORPORATION COMSOLE | Stock | 47.68K | SH | $5.72M 2.17% | 47.68K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 41.40K | SH | $5.65M 2.14% | 41.40K | 0.00 | 0.00 |
KNIFE RIVER CORP COMMON STOCKSOLE | Stock | 54K | SH | $5.49M 2.08% | 54K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Stock | 36.95K | SH | $5.35M 2.03% | 36.95K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 111.19K | SH | $5.28M 2.00% | 111.19K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 22.70K | SH | $5.21M 1.97% | 22.70K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | Stock | 33.42K | SH | $5.13M 1.95% | 33.42K | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMSOLE | Stock | 91.34K | SH | $5.13M 1.94% | 91.34K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 45.96K | SH | $4.57M 1.73% | 45.96K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 14.95K | SH | $4.34M 1.64% | 14.95K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 15.86K | SH | $4.13M 1.57% | 15.86K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 18.60K | SH | $4.08M 1.55% | 18.60K | 0.00 | 0.00 |
MDU RES GROUP INC COMSOLE | Stock | 212.95K | SH | $3.84M 1.45% | 212.95K | 0.00 | 0.00 |
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