Hudson Value Partners, LLC Portfolio Holdings

Hudson Value Partners, LLC

  • $323 Billion
  • Q3 2025

Hudson Value Partners, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $21.6B, Alphabet Inc. with a value of $18.2B, Apple Inc. with a value of $16.9B, Microsoft Corp with a value of $16.2B, and Nvidia Corp with a value of $9.56B.

Examining the 13F form we can see an increase of $33.1B in the current position value, from $290B to 323B.

Below you can find more details about Hudson Value Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $323 Billion
Technology: $82.5 Billion
Financial Services: $50.2 Billion
Communication Services: $31.9 Billion
Industrials: $31.7 Billion
Healthcare: $27.8 Billion
ETFs: $26.7 Billion
Consumer Cyclical: $14.8 Billion
Consumer Defensive: $13.2 Billion
Other: $12.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$21.6 Billion 6.7% of portfolio
43,015
Q3 2025 Reduced 0.57%
$1.65T
$18.2 Billion 5.64% of portfolio
74,974
Q3 2025 Reduced 0.34%
$4.3T
$16.9 Billion 5.23% of portfolio
66,389
Q3 2025 Reduced 1.47%
$3.78T
$16.2 Billion 5.0% of portfolio
31,181
Q3 2025 Added 1.45%
$465B
$9.56 Billion 2.96% of portfolio
51,219
Q3 2025 Added 2.5%
$533B
$7.93 Billion 2.46% of portfolio
23,238
Q3 2025 Reduced 0.45%
$1.74T
$7.87 Billion 2.44% of portfolio
32,311
Q2 2025 Reduced 1.05%
$404B
$7.6 Billion 2.35% of portfolio
8,212
Q3 2025 Added 1.27%
$405B
$7.39 Billion 2.29% of portfolio
7,638
Q3 2025 Added 0.91%
$69.4B
$7.26 Billion 2.25% of portfolio
88,548
Q3 2025 Reduced 18.92%
$16.1B
$7.17 Billion 2.22% of portfolio
59,148
Q3 2025 Reduced 2.05%
$37.7B
$7.13 Billion 2.21% of portfolio
31,984
Q3 2025 Added 4.07%
Everus Constr Group Com
-
$6.78 Billion 2.1% of portfolio
-
Q3 2025 Reduced 1.57%
$0
$6.76 Billion 2.09% of portfolio
20,585
Q3 2025 Added 16.1%
$27.9B
$6.71 Billion 2.08% of portfolio
3,508
Q3 2025 Added 0.92%
$522B
$6.47 Billion 2.0% of portfolio
34,887
Q3 2025 Added 3.45%
$34.7B
$6.25 Billion 1.93% of portfolio
44,065
Q3 2025 Reduced 0.31%
$4.19B
$6.04 Billion 1.87% of portfolio
339,021
Q3 2025 Reduced 2.89%
$183B
$5.63 Billion 1.74% of portfolio
19,968
Q3 2025 Added 0.85%
$6.71B
$5.45 Billion 1.69% of portfolio
48,770
Q3 2025 Added 6.63%
$187B
$5.38 Billion 1.67% of portfolio
32,333
Q3 2025 Reduced 0.35%
$222B
$5.15 Billion 1.59% of portfolio
10,614
Q3 2025 Added 14.65%
$235B
$4.94 Billion 1.53% of portfolio
58,831
Q3 2025 Reduced 4.62%
$881B
$4.86 Billion 1.5% of portfolio
15,409
Q3 2025 Reduced 12.23%
Amentum Holdings Inc Com
-
$4.45 Billion 1.38% of portfolio
-
Q3 2025 Added 0.07%
Knife River Corp Common Stock
-
$4.15 Billion 1.28% of portfolio
-
Q3 2025 Added 1.86%
Atlanta Braves Hldgs Inc Com Ser A
-
$4 Billion 1.24% of portfolio
-
Q3 2025 Reduced 0.01%
$2.39T
$4.02 Billion 1.24% of portfolio
18,306
Q3 2025 Reduced 0.88%
$224B
$3.85 Billion 1.19% of portfolio
12,666
Q3 2025 Reduced 2.09%
$0
$3.68 Billion 1.14% of portfolio
13,055
Q3 2025 Added 6.25%
$144B
$3.68 Billion 1.14% of portfolio
8,043
Q3 2025 Added 18.28%
Canadian Pacific Kansas City Com
-
$3.45 Billion 1.07% of portfolio
-
Q3 2025 Reduced 1.81%
$12.5B
$3.36 Billion 1.04% of portfolio
11,296
Q3 2025 Reduced 18.33%
$279B
$3.36 Billion 1.04% of portfolio
32,644
Q3 2025 Reduced 2.97%
$1.37T
$2.73 Billion 0.85% of portfolio
3,723
Q3 2025 Added 11.37%
$0
$2.72 Billion 0.84% of portfolio
22,981
Q3 2025 Added 15.79%
$181B
$2.64 Billion 0.82% of portfolio
26,983
Q2 2025 Added 1.5%
$418B
$2.63 Billion 0.81% of portfolio
14,709
Q3 2025 New
$115B
$2.45 Billion 0.76% of portfolio
4,995
Q2 2025 Reduced 9.51%
$0
$2.36 Billion 0.73% of portfolio
15,401
Q3 2025 Added 16.11%
$49.1B
$2.2 Billion 0.68% of portfolio
1,831
Q3 2025 Reduced 0.65%
$55.9B
$2.13 Billion 0.66% of portfolio
2,228
Q1 2025 New
$971B
$2.11 Billion 0.65% of portfolio
2,770
Q3 2025 Added 13.11%
Qxo Inc Com New
-
$1.91 Billion 0.59% of portfolio
-
Q3 2025 Added 32.47%
$0
$1.65 Billion 0.51% of portfolio
2,480
Q3 2025 Reduced 4.06%
$388B
$1.63 Billion 0.5% of portfolio
10,050
Q3 2025 Reduced 10.39%
$37.2B
$1.48 Billion 0.46% of portfolio
2,350
Q3 2025 Reduced 1.26%
$228B
$1.45 Billion 0.45% of portfolio
10,789
Q1 2025 New
$75.4B
$1.43 Billion 0.44% of portfolio
10,865
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $323 Billion
  • Prior Value $290 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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