Hudson Value Partners’s Cheniere Energy LNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,386	Closed	-$2.66M	–	102
2024 Q4	$2.66M	Buy	12,386 +628	+5%	+$128K	0.99%	34
2024 Q3	$2.11M	Sell	11,758 -18	-0.2%	-$3.24K	0.82%	34
2024 Q2	$2.06M	Sell	11,776 -8,057	-41%	-$1.28M	0.87%	36
2024 Q1	$3.2M	Buy	19,833 +4,283	+28%	+$689K	1.36%	29
2023 Q4	$2.65M	Buy	15,550 +6,284	+68%	+$1.08M	1.23%	30
2023 Q3	$1.54M	Buy	9,266 +1,299	+16%	+$210K	0.81%	35
2023 Q2	$1.21M	Buy	7,967 +609	+8%	+$90.2K	0.62%	48
2023 Q1	$1.16M	Buy	7,358 +226	+3%	+$34.1K	0.66%	45
2022 Q4	$1.07M	Buy	7,132 +4,505	+171%	+$754K	0.66%	47
2022 Q3	$436K	Buy	+2,627	New	+$398K	0.29%	77

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hudson Value Partners's LNG Position: Q1 2025 in Review

Hudson Value Partners sold out of Cheniere Energy (LNG) in Q1 2025, closing a stake of 12,386 shares — an estimated $2.66M sold.

Hudson Value Partners first reported a position in LNG in Q3 2022 and held it in 10 quarters. The position peaked at $3.2M in Q1 2024. 1,186 funds tracked by Wall St. Rank hold LNG as of Q1 2025.

Hudson Value Partners reported no remaining Cheniere Energy position as of Q1 2025 after selling out during the quarter.
Hudson Value Partners sold 12,386 Cheniere Energy shares in Q1 2025, an estimated $2.66M.
Hudson Value Partners first reported a position in Cheniere Energy in Q3 2022 and held it in 10 quarters.
Hudson Value Partners's Cheniere Energy position peaked at $3.2M in Q1 2024.
1,186 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2025.

Based on Hudson Value Partners's 13F filing for Q1 2025, filed 22 Apr 2025.