Hudson Value Partners, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $247 Million distributed in 97 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 $18.4M, Apple Inc. with a value of $16.4M, Microsoft Corp with a value of $13M, Builders First Source, Inc. with a value of $11.5M, and Alphabet Inc. with a value of $9.9M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $229M to 247M.

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

Portfolio value $247 Million
Technology: $60.9 Million
Financial Services: $39.1 Million
Industrials: $33.4 Million
Healthcare: $28.2 Million
ETFs: $21.6 Million
Communication Services: $20.1 Million
Consumer Cyclical: $14 Million
Consumer Defensive: $13.7 Million
Other: $16.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $247 Million
  • Prior Value $229 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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