Hudson Value Partners, LLC Purchases and Sells in Q4 2024

Hudson Value Partners, LLC

$255 Million
Q4 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	13.6K + 22.71%	$161.86 - $196.66 $2.2M - $2.67M	73.3K $13.9M
VTI	11.8K + 68.93%	$280.04 - $302.45 $3.32M - $3.58M	29K $8.41M
ASML	4.65K + 994.65%	$658.43 - $872.27 $3.06M - $4.05M	5.11K $3.54M
NVDA	11.9K + 30.7%	$117.0 - $148.88 $1.39M - $1.77M	50.7K $6.8M
MSFT	3.89K + 12.91%	$406.35 - $454.46 $1.58M - $1.77M	34.1K $14.4M
V	1.36K + 6.27%	$273.87 - $320.91 $372K - $436K	23K $7.28M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GTLS	6.74K New	$119.65 - $202.35 $806K - $1.36M	6.74K $1.29M
SMH	2.97K New	$238.25 - $261.28 $707K - $775K	2.97K $718K
IAI	3.87K New	$127.59 - $153.41 $494K - $594K	3.87K $557K
TSLA	583 New	$213.65 - $479.86 $125K - $280K	583 $235K
PLTR	2.89K New	$36.46 - $82.38 $105K - $238K	2.89K $218K
BITWISE BITCOIN ETF TRUST	7.26K New	N/A	7.26K $0

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MKSI	-19.1K - 82.08%	$98.56 - $117.93 $1.88M - $2.25M	4.17K $435K
DHR	-782 - 3.33%	$226.16 - $274.52 $177K - $215K	22.7K $5.21M
MRK	-2.66K - 5.47%	$96.31 - $114.76 $256K - $305K	46K $4.57M
FNF	-119 - 0.13%	$55.19 - $63.83 $6.57K - $7.6K	91.3K $5.13M
AMD	-300 - 2.61%	$118.88 - $172.8 $35.7K - $51.8K	11.2K $1.35M
VHT	-1.3K - 25.16%	$250.81 - $283.3 $325K - $367K	3.86K $978K

Activity Summary All Purchases 45 New Holdings 6 Increased Positions 39 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Value Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hudson Value Partners, LLC with notifications on news.