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HVP

Hudson Value Partners Portfolio holdings

AUM $399M
1-Year Est. Return 48.26%
This Fund
S&P 500
This Quarter Est. Return
+11.63%
1 Year Est. Return
+48.26%
3 Year Est. Return
+124.41%
5 Year Est. Return
+157.47%
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$33.1M
Cap. Flow
+$3.18M
Cap. Flow %
0.98%
Top 10 Hldgs %
37.32%
Holding
119
New
10
Increased
33
Reduced
34
Closed
9

Top Buys

1
BABA icon
Alibaba
BABA
+$1.93M
2
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.25M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$902K
4
FNF icon
Fidelity National Financial
FNF
+$806K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$771K

Top Sells

1
BKNG icon
Booking.com
BKNG
+$1.54M
2
GLW icon
Corning
GLW
+$1.35M
3
VHT icon
Vanguard Health Care ETF
VHT
+$1.19M
4
HD icon
Home Depot
HD
+$877K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$860K

Sector Composition

1 Technology 25.83%
2 Financials 15.71%
3 Industrials 12.82%
4 Communication Services 11.13%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMTM
26
Amentum Holdings
AMTM
$5.07B
$4.45M 1.38%
185,825
+124
+0.1% +$3.02K
KNF icon
27
Knife River
KNF
$4.74B
$4.15M 1.28%
53,927
+984
+2% +$80.4K
AMZN icon
28
Amazon
AMZN
$2.69T
$4.02M 1.24%
18,306
-163
-0.9% -$36.9K
BATRA icon
29
Atlanta Braves Holdings Series A
BATRA
$3.7B
$4M 1.24%
87,888
-13
-0% -$615
MCD icon
30
McDonald's
MCD
$194B
$3.85M 1.19%
12,666
-270
-2% -$82.2K
XLK icon
31
State Street Technology Select Sector SPDR ETF
XLK
$116B
$3.68M 1.14%
26,110
+1,536
+6% +$203K
DE icon
32
Deere & Co
DE
$162B
$3.68M 1.14%
8,043
+1,243
+18% +$613K
VOO icon
33
CALL
Vanguard S&P 500 ETF
VOO
$984B
$3.68M 1.14%
+2,200
New +$1.3M
CP icon
34
Canadian Pacific Kansas City
CP
$82.5B
$3.45M 1.07%
46,264
-852
-2% -$65.1K
WMT icon
35
Walmart Inc
WMT
$915B
$3.36M 1.04%
32,644
-1,000
-3% -$99.5K
ZBRA icon
36
Zebra Technologies
ZBRA
$12.6B
$3.36M 1.04%
11,296
-2,535
-18% -$810K
META icon
37
Meta Platforms (Facebook)
META
$1.69T
$2.73M 0.85%
3,723
+380
+11% +$283K
XLC icon
38
State Street Communication Services Select Sector SPDR ETF
XLC
$23.5B
$2.72M 0.84%
22,981
+3,134
+16% +$348K
UBER icon
39
Uber
UBER
$151B
$2.64M 0.82%
26,983
– –
BABA icon
40
Alibaba
BABA
$282B
$2.63M 0.81%
+14,709
New +$1.93M
CRWD icon
41
CrowdStrike
CRWD
$207B
$2.45M 0.76%
19,980
– –
GVIP icon
42
Goldman Sachs Hedge Industry VIP ETF
GVIP
$557M
$2.36M 0.73%
15,401
+2,137
+16% +$306K
NFLX icon
43
Netflix
NFLX
$313B
$2.2M 0.68%
18,310
-120
-0.7% -$14.6K
URI icon
44
United Rentals
URI
$67.1B
$2.13M 0.66%
2,228
– –
LLY icon
45
Eli Lilly
LLY
$1.04T
$2.11M 0.65%
2,770
+321
+13% +$239K
QXO
46
QXO Inc
QXO
$16B
$1.91M 0.59%
100,092
+24,532
+32% +$508K
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$1.65M 0.51%
2,480
-105
-4% -$67.3K
AMD icon
48
Advanced Micro Devices
AMD
$817B
$1.63M 0.5%
10,050
-1,165
-10% -$188K
MLM icon
49
Martin Marietta Materials
MLM
$34.6B
$1.48M 0.46%
2,350
-30
-1% -$17.9K
ABT icon
50
Abbott
ABT
$172B
$1.45M 0.45%
10,789
– –
1
2
3 4 5

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FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
BA
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FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
NC
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T2I
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THL
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IAA
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PNFS
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Hudson Value Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Hudson Value Partners held 119 positions worth $323M, up 11% from $290M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Value Partners's Q3 2025 filing shows 10 new, 33 increased, 34 reduced and 9 closed positions. Its largest new stake was Alibaba: 14,709 shares worth $2.63M. The largest sale was Booking.com, an estimated $1.54M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.

  • Hudson Value Partners's largest Q3 2025 buy was Alibaba: 14,709 shares worth $2.63M.
  • Hudson Value Partners added most to Vanguard Total Stock Market ETF in Q3 2025, an estimated $902K increase.
  • Hudson Value Partners's biggest Q3 2025 reduction was Corning, cutting an estimated $1.35M.
  • Hudson Value Partners fully exited Booking.com in Q3 2025, selling an estimated $1.54M.
  • Hudson Value Partners's ten largest holdings make up 37% of its $323M portfolio in Q3 2025.
  • Hudson Value Partners opened 10 new positions and closed 9 in Q3 2025.
  • Hudson Value Partners's portfolio value rose 11% quarter-over-quarter to $323M.

Based on Hudson Value Partners's 13F filing for Q3 2025, filed 30 Oct 2025.