Filed: 7/18/2025ACC: 0001840501-25-000006
📋 What this filing means
HUDSON VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $289.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$289.83M
Total AUM (reported)
2.44M
Total Shares
Allocation by class
STOCK$259.29M89.5%
ETF$23.49M8.1%
ADR$6.07M2.1%
CEF$695.4K0.2%
OPTION$289.9K0.1%
Portfolio Concentration
Top 3$50.13M17.3%
4–10$57.52M19.8%
11–25$79.03M27.3%
Rest$103.15M35.6%
Top 3 weight
17.3%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 2.44M
Sole
Full voting authority
2.44M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.80K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole109
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings109
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares43.26K
TypeSH
Market value$21.01M
7.25%
Sole
43.26K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares30.74K
TypeSH
Market value$15.29M
5.27%
Sole
30.74K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares67.38K
TypeSH
Market value$13.82M
4.77%
Sole
67.38K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares75.23K
TypeSH
Market value$13.26M
4.57%
Sole
75.23K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares23.34K
TypeSH
Market value$8.29M
2.86%
Sole
23.34K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares8.11K
TypeSH
Market value$8.03M
2.77%
Sole
8.11K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares49.97K
TypeSH
Market value$7.89M
2.72%
Sole
49.97K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC COM
SOLEShares60.39K
TypeSH
Market value$7.05M
2.43%
Sole
60.39K
Shared
0.00
None
0.00
MARKEL GROUP INC COM
SOLEShares3.48K
TypeSH
Market value$6.94M
2.40%
Sole
3.48K
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares7.57K
TypeSH
Market value$6.07M
2.09%
Sole
7.57K
Shared
0.00
None
0.00
MDU RES GROUP INC COM
SOLEShares349.12K
TypeSH
Market value$5.82M
2.01%
Sole
349.12K
Shared
0.00
None
0.00
CORNING INC COM
SOLEShares109.21K
TypeSH
Market value$5.74M
1.98%
Sole
109.21K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares32.31K
TypeSH
Market value$5.73M
1.98%
Sole
32.31K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares19.80K
TypeSH
Market value$5.53M
1.91%
Sole
19.80K
Shared
0.00
None
0.00
ESAB CORPORATION COM
SOLEShares45.74K
TypeSH
Market value$5.51M
1.90%
Sole
45.74K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC CL C
SOLEShares44.20K
TypeSH
Market value$5.42M
1.87%
Sole
44.20K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares17.73K
TypeSH
Market value$5.39M
1.86%
Sole
17.73K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares32.45K
TypeSH
Market value$5.17M
1.78%
Sole
32.45K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares33.72K
TypeSH
Market value$5.15M
1.78%
Sole
33.72K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP COM
SOLEShares80.36K
TypeSH
Market value$5.11M
1.76%
Sole
80.36K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares17.56K
TypeSH
Market value$5.09M
1.76%
Sole
17.56K
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL IN COM SHS
SOLEShares90.43K
TypeSH
Market value$5.07M
1.75%
Sole
90.43K
Shared
0.00
None
0.00
FRANCO NEV CORP COM
SOLEShares30.73K
TypeSH
Market value$5.04M
1.74%
Sole
30.73K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares61.68K
TypeSH
Market value$4.88M
1.68%
Sole
61.68K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC COM
SOLEShares185.70K
TypeSH
Market value$4.38M
1.51%
Sole
185.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 43.26K | SH | $21.01M 7.25% | 43.26K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 30.74K | SH | $15.29M 5.27% | 30.74K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 67.38K | SH | $13.82M 4.77% | 67.38K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 75.23K | SH | $13.26M 4.57% | 75.23K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 23.34K | SH | $8.29M 2.86% | 23.34K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 8.11K | SH | $8.03M 2.77% | 8.11K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 49.97K | SH | $7.89M 2.72% | 49.97K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INC COMSOLE | Stock | 60.39K | SH | $7.05M 2.43% | 60.39K | 0.00 | 0.00 |
MARKEL GROUP INC COMSOLE | Stock | 3.48K | SH | $6.94M 2.40% | 3.48K | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHSSOLE | ADR | 7.57K | SH | $6.07M 2.09% | 7.57K | 0.00 | 0.00 |
MDU RES GROUP INC COMSOLE | Stock | 349.12K | SH | $5.82M 2.01% | 349.12K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 109.21K | SH | $5.74M 1.98% | 109.21K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 32.31K | SH | $5.73M 1.98% | 32.31K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 19.80K | SH | $5.53M 1.91% | 19.80K | 0.00 | 0.00 |
ESAB CORPORATION COMSOLE | Stock | 45.74K | SH | $5.51M 1.90% | 45.74K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 44.20K | SH | $5.42M 1.87% | 44.20K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 17.73K | SH | $5.39M 1.86% | 17.73K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | Stock | 32.45K | SH | $5.17M 1.78% | 32.45K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 33.72K | SH | $5.15M 1.78% | 33.72K | 0.00 | 0.00 |
EVERUS CONSTR GROUP COMSOLE | Stock | 80.36K | SH | $5.11M 1.76% | 80.36K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 17.56K | SH | $5.09M 1.76% | 17.56K | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIAL IN COM SHSSOLE | Stock | 90.43K | SH | $5.07M 1.75% | 90.43K | 0.00 | 0.00 |
FRANCO NEV CORP COMSOLE | Stock | 30.73K | SH | $5.04M 1.74% | 30.73K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 61.68K | SH | $4.88M 1.68% | 61.68K | 0.00 | 0.00 |
AMENTUM HOLDINGS INC COMSOLE | Stock | 185.70K | SH | $4.38M 1.51% | 185.70K | 0.00 | 0.00 |
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