Hudson Value Partners’s Franco-Nevada FNV Stock Holding History

Hudson Value Partners’s Portfolio FNV Stock Details FNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7M	Sell	33,589 -289	-0.9%	-$67.4K	1.76%	19
2026 Q1	$8.37M	Buy	33,878 +1,673	+5%	+$414K	2.5%	9
2025 Q4	$6.7M	Buy	32,205 +221	+0.7%	+$44.8K	2%	15
2025 Q3	$7.13M	Buy	31,984 +1,252	+4%	+$226K	2.21%	12
2025 Q2	$5.04M	Sell	30,732 -786	-2%	-$130K	1.74%	23
2025 Q1	$4.97M	Sell	31,518 -761	-2%	-$106K	1.87%	19
2024 Q4	$3.8M	Buy	32,279 +1,790	+6%	+$221K	1.41%	27
2024 Q3	$3.79M	Buy	30,489 +539	+2%	+$66.8K	1.47%	27
2024 Q2	$3.55M	Buy	29,950 +3,570	+14%	+$434K	1.5%	24
2024 Q1	$3.14M	Buy	+26,380	New	+$2.9M	1.34%	32
2023 Q4	–	Sell	-1,575	Closed	-$210K	–	100
2023 Q3	$210K	Hold	1,575	–	–	0.11%	98
2023 Q2	$225K	Buy	+1,575	New	+$236K	0.11%	102

Other funds holding FNV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Hudson Value Partners's FNV Position: Q2 2026 in Review

Hudson Value Partners reduced its Franco-Nevada (FNV) stake by 0.85% in Q2 2026, selling an estimated $67.4K and leaving 33,589 shares worth $7M. The position accounts for 1.76% of the portfolio, ranked #19.

Hudson Value Partners first reported a position in FNV in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.37M in Q1 2026. 662 funds tracked by Wall St. Rank hold FNV as of Q2 2026.

Hudson Value Partners held 33,589 shares of Franco-Nevada worth $7M as of Q2 2026.
Hudson Value Partners sold 289 Franco-Nevada shares in Q2 2026, an estimated $67.4K.
Franco-Nevada made up 1.76% of Hudson Value Partners's portfolio in Q2 2026, its #19 holding.
Hudson Value Partners first reported a position in Franco-Nevada in Q2 2023 and has held it in 12 quarters since.
Hudson Value Partners's Franco-Nevada position peaked at $8.37M in Q1 2026.
662 funds tracked by Wall St. Rank held Franco-Nevada as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.