Filed: 4/22/2025ACC: 0001840501-25-000005
📋 What this filing means
HUDSON VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $266.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$266.10M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
STOCK$237.17M89.1%
ETF$22.81M8.6%
ADR$4.98M1.9%
CEF$1.15M0.4%
Portfolio Concentration
Top 3$50.22M18.9%
4–10$56.23M21.1%
11–25$73.43M27.6%
Rest$86.22M32.4%
Top 3 weight
18.9%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 2.34M
Sole
Full voting authority
2.34M
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)
Sole100
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings100
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares42.42K
TypeSH
Market value$22.59M
8.49%
Sole
42.42K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares69.64K
TypeSH
Market value$15.47M
5.81%
Sole
69.64K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares32.39K
TypeSH
Market value$12.16M
4.57%
Sole
32.39K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares74.23K
TypeSH
Market value$11.48M
4.31%
Sole
74.23K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares9.26K
TypeSH
Market value$8.76M
3.29%
Sole
9.26K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares23.12K
TypeSH
Market value$8.10M
3.05%
Sole
23.12K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares83.31K
TypeSH
Market value$7.48M
2.81%
Sole
83.31K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC COM
SOLEShares59.03K
TypeSH
Market value$7.38M
2.77%
Sole
59.03K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares24.33K
TypeSH
Market value$6.69M
2.51%
Sole
24.33K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares38.32K
TypeSH
Market value$6.36M
2.39%
Sole
38.32K
Shared
0.00
None
0.00
MARKEL GROUP INC COM
SOLEShares3.29K
TypeSH
Market value$6.15M
2.31%
Sole
3.29K
Shared
0.00
None
0.00
MDU RES GROUP INC COM
SOLEShares343.43K
TypeSH
Market value$5.81M
2.18%
Sole
343.43K
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
SOLEShares89.06K
TypeSH
Market value$5.80M
2.18%
Sole
89.06K
Shared
0.00
None
0.00
ESAB CORPORATION COM
SOLEShares44.70K
TypeSH
Market value$5.21M
1.96%
Sole
44.70K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares33.32K
TypeSH
Market value$5.12M
1.92%
Sole
33.32K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares32.65K
TypeSH
Market value$5.10M
1.92%
Sole
32.65K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares45.95K
TypeSH
Market value$4.98M
1.87%
Sole
45.95K
Shared
0.00
None
0.00
CORNING INC COM
SOLEShares108.54K
TypeSH
Market value$4.97M
1.87%
Sole
108.54K
Shared
0.00
None
0.00
FRANCO NEV CORP COM
SOLEShares31.52K
TypeSH
Market value$4.97M
1.87%
Sole
31.52K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares15.77K
TypeSH
Market value$4.91M
1.85%
Sole
15.77K
Shared
0.00
None
0.00
KNIFE RIVER CORP COMMON STOCK
SOLEShares52.69K
TypeSH
Market value$4.75M
1.79%
Sole
52.69K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC CL C
SOLEShares44.87K
TypeSH
Market value$4.09M
1.54%
Sole
44.87K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares12.74K
TypeSH
Market value$3.98M
1.50%
Sole
12.74K
Shared
0.00
None
0.00
ATLANTA BRAVES HLDGS INC COM SER A
SOLEShares87.31K
TypeSH
Market value$3.83M
1.44%
Sole
87.31K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATION CL A
SOLEShares13.34K
TypeSH
Market value$3.77M
1.42%
Sole
13.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 42.42K | SH | $22.59M 8.49% | 42.42K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 69.64K | SH | $15.47M 5.81% | 69.64K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 32.39K | SH | $12.16M 4.57% | 32.39K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 74.23K | SH | $11.48M 4.31% | 74.23K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 9.26K | SH | $8.76M 3.29% | 9.26K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 23.12K | SH | $8.10M 3.05% | 23.12K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 83.31K | SH | $7.48M 2.81% | 83.31K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INC COMSOLE | Stock | 59.03K | SH | $7.38M 2.77% | 59.03K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 24.33K | SH | $6.69M 2.51% | 24.33K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 38.32K | SH | $6.36M 2.39% | 38.32K | 0.00 | 0.00 |
MARKEL GROUP INC COMSOLE | Stock | 3.29K | SH | $6.15M 2.31% | 3.29K | 0.00 | 0.00 |
MDU RES GROUP INC COMSOLE | Stock | 343.43K | SH | $5.81M 2.18% | 343.43K | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMSOLE | Stock | 89.06K | SH | $5.80M 2.18% | 89.06K | 0.00 | 0.00 |
ESAB CORPORATION COMSOLE | Stock | 44.70K | SH | $5.21M 1.96% | 44.70K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | Stock | 33.32K | SH | $5.12M 1.92% | 33.32K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 32.65K | SH | $5.10M 1.92% | 32.65K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 45.95K | SH | $4.98M 1.87% | 45.95K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 108.54K | SH | $4.97M 1.87% | 108.54K | 0.00 | 0.00 |
FRANCO NEV CORP COMSOLE | Stock | 31.52K | SH | $4.97M 1.87% | 31.52K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 15.77K | SH | $4.91M 1.85% | 15.77K | 0.00 | 0.00 |
KNIFE RIVER CORP COMMON STOCKSOLE | Stock | 52.69K | SH | $4.75M 1.79% | 52.69K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 44.87K | SH | $4.09M 1.54% | 44.87K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 12.74K | SH | $3.98M 1.50% | 12.74K | 0.00 | 0.00 |
ATLANTA BRAVES HLDGS INC COM SER ASOLE | Stock | 87.31K | SH | $3.83M 1.44% | 87.31K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATION CL ASOLE | Stock | 13.34K | SH | $3.77M 1.42% | 13.34K | 0.00 | 0.00 |
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