HVP

Hudson Value Partners Portfolio holdings

AUM $290M
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.66M
3
+$1.36M
4
BKNG icon
Booking.com
BKNG
+$1.27M
5
UBER icon
Uber
UBER
+$684K

Top Sells

1
+$3.24M
2
+$1.43M
3
+$1.14M
4
FNF icon
Fidelity National Financial
FNF
+$1.08M
5
BLDR icon
Builders FirstSource
BLDR
+$1.07M

Sector Composition

1 Technology 23.11%
2 Financials 17.67%
3 Healthcare 11.45%
4 Communication Services 8.34%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$583K 0.3%
395
77
$583K 0.3%
2,416
+181
78
$558K 0.29%
3,992
-125
79
$555K 0.29%
1,938
+4
80
$549K 0.28%
+21,716
81
$549K 0.28%
1,323
-22
82
$511K 0.26%
+11,696
83
$485K 0.25%
17,204
+554
84
$483K 0.25%
18,724
85
$481K 0.25%
1,076
+1
86
$456K 0.23%
4,261
+201
87
$453K 0.23%
8,522
+138
88
$435K 0.22%
+6,355
89
$427K 0.22%
2,013
+4
90
$410K 0.21%
4,963
+19
91
$407K 0.21%
1,427
+2
92
$405K 0.21%
4,050
-1,200
93
$396K 0.2%
1,666
+160
94
$395K 0.2%
3,014
95
$363K 0.19%
2,172
+52
96
$352K 0.18%
798
+2
97
$333K 0.17%
10,460
-175
98
$330K 0.17%
7,481
99
$308K 0.16%
7,468
-69
100
$299K 0.15%
825
+15
1 2 3
4
5