Filed: 10/30/2025ACC: 0001840501-25-000009
📋 What this filing means
HUDSON VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $322.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$322.95M
Total AUM (reported)
2.45M
Total Shares
Allocation by class
STOCK$279.46M86.5%
ETF$28.64M8.9%
ADR$10.02M3.1%
CALL$4.32M1.3%
CEF$520.5K0.2%
Portfolio Concentration
Top 3$56.76M17.6%
4–10$63.77M19.7%
11–25$91.02M28.2%
Rest$111.41M34.5%
Top 3 weight
17.6%
Top 10 weight
37.3%
Voting Authority Distribution
Total shares with voting rights: 2.45M
Sole
Full voting authority
2.44M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.30K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings110
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares43.02K
TypeSH
Market value$21.63M
6.70%
Sole
43.02K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares74.97K
TypeSH
Market value$18.23M
5.64%
Sole
74.97K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares66.39K
TypeSH
Market value$16.90M
5.23%
Sole
66.39K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares31.18K
TypeSH
Market value$16.15M
5.00%
Sole
31.18K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares51.22K
TypeSH
Market value$9.56M
2.96%
Sole
51.22K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares23.24K
TypeSH
Market value$7.93M
2.46%
Sole
23.24K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares32.31K
TypeSH
Market value$7.87M
2.44%
Sole
32.31K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares8.21K
TypeSH
Market value$7.60M
2.35%
Sole
8.21K
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares7.64K
TypeSH
Market value$7.39M
2.29%
Sole
7.64K
Shared
0.00
None
0.00
CORNING INC COM
SOLEShares88.55K
TypeSH
Market value$7.26M
2.25%
Sole
88.55K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC COM
SOLEShares59.15K
TypeSH
Market value$7.17M
2.22%
Sole
59.15K
Shared
0.00
None
0.00
FRANCO NEV CORP COM
SOLEShares31.98K
TypeSH
Market value$7.13M
2.21%
Sole
31.98K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP COM
SOLEShares79.10K
TypeSH
Market value$6.78M
2.10%
Sole
79.10K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares20.59K
TypeSH
Market value$6.76M
2.09%
Sole
20.59K
Shared
0.00
None
0.00
MARKEL GROUP INC COM
SOLEShares3.51K
TypeSH
Market value$6.71M
2.08%
Sole
3.51K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares34.89K
TypeSH
Market value$6.47M
2.00%
Sole
34.89K
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL IN COM SHS
SOLEShares104.31K
TypeSH
Market value$6.31M
1.95%
Sole
104.31K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC CL C
SOLEShares44.06K
TypeSH
Market value$6.25M
1.93%
Sole
44.06K
Shared
0.00
None
0.00
MDU RES GROUP INC COM
SOLEShares339.02K
TypeSH
Market value$6.04M
1.87%
Sole
339.02K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares19.97K
TypeSH
Market value$5.63M
1.74%
Sole
19.97K
Shared
0.00
None
0.00
ESAB CORPORATION COM
SOLEShares48.77K
TypeSH
Market value$5.45M
1.69%
Sole
48.77K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares32.33K
TypeSH
Market value$5.38M
1.67%
Sole
32.33K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares10.61K
TypeSH
Market value$5.15M
1.59%
Sole
10.61K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares58.83K
TypeSH
Market value$4.94M
1.53%
Sole
58.83K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares15.41K
TypeSH
Market value$4.86M
1.50%
Sole
15.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 43.02K | SH | $21.63M 6.70% | 43.02K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 74.97K | SH | $18.23M 5.64% | 74.97K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 66.39K | SH | $16.90M 5.23% | 66.39K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 31.18K | SH | $16.15M 5.00% | 31.18K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 51.22K | SH | $9.56M 2.96% | 51.22K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 23.24K | SH | $7.93M 2.46% | 23.24K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 32.31K | SH | $7.87M 2.44% | 32.31K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 8.21K | SH | $7.60M 2.35% | 8.21K | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHSSOLE | ADR | 7.64K | SH | $7.39M 2.29% | 7.64K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 88.55K | SH | $7.26M 2.25% | 88.55K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INC COMSOLE | Stock | 59.15K | SH | $7.17M 2.22% | 59.15K | 0.00 | 0.00 |
FRANCO NEV CORP COMSOLE | Stock | 31.98K | SH | $7.13M 2.21% | 31.98K | 0.00 | 0.00 |
EVERUS CONSTR GROUP COMSOLE | Stock | 79.10K | SH | $6.78M 2.10% | 79.10K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 20.59K | SH | $6.76M 2.09% | 20.59K | 0.00 | 0.00 |
MARKEL GROUP INC COMSOLE | Stock | 3.51K | SH | $6.71M 2.08% | 3.51K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 34.89K | SH | $6.47M 2.00% | 34.89K | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIAL IN COM SHSSOLE | Stock | 104.31K | SH | $6.31M 1.95% | 104.31K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 44.06K | SH | $6.25M 1.93% | 44.06K | 0.00 | 0.00 |
MDU RES GROUP INC COMSOLE | Stock | 339.02K | SH | $6.04M 1.87% | 339.02K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 19.97K | SH | $5.63M 1.74% | 19.97K | 0.00 | 0.00 |
ESAB CORPORATION COMSOLE | Stock | 48.77K | SH | $5.45M 1.69% | 48.77K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | Stock | 32.33K | SH | $5.38M 1.67% | 32.33K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 10.61K | SH | $5.15M 1.59% | 10.61K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 58.83K | SH | $4.94M 1.53% | 58.83K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 15.41K | SH | $4.86M 1.50% | 15.41K | 0.00 | 0.00 |
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