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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
EMXC icon
101
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$257K 0.08%
3,800
– –
NSC icon
102
Norfolk Southern
NSC
$76.4B
$255K 0.08%
850
– –
GLD icon
103
SPDR Gold Trust
GLD
$130B
$249K 0.08%
700
– –
CAT icon
104
Caterpillar
CAT
$405B
$239K 0.07%
+500
New +$213K
AMAT icon
105
Applied Materials
AMAT
$421B
$229K 0.07%
1,120
– –
IDXX icon
106
Idexx Laboratories
IDXX
$44.8B
$224K 0.07%
+350
New +$212K
MET icon
107
MetLife
MET
$60.5B
$214K 0.07%
2,600
– –
C icon
108
Citigroup
C
$217B
$201K 0.06%
+1,980
New +$188K
AAPL icon
109
CALL
Apple
AAPL
$4.9T
$76.4K 0.02%
+300
New +$67.8K
KFYP
110
CALL
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
$42K 0.01%
+1,000
New +$42K
AZTA icon
111
Azenta
AZTA
$1.21B
– –
-7,870
Closed -$242K
BKNG icon
112
Booking.com
BKNG
$141B
– –
-6,650
Closed -$1.54M
CSCO icon
113
Cisco
CSCO
$441B
– –
-3,213
Closed -$223K
GOOGL icon
114
CALL
Alphabet (Google) Class A
GOOGL
$4.23T
– –
-300
Closed -$52.9K
MU icon
115
Micron Technology
MU
$959B
– –
-5,595
Closed -$690K
SMH icon
116
VanEck Semiconductor ETF
SMH
$67.5B
– –
-3,082
Closed -$860K
SNAP icon
117
Snap
SNAP
$7.62B
– –
-52,956
Closed -$460K
VHT icon
118
Vanguard Health Care ETF
VHT
$18B
– –
-4,786
Closed -$1.19M
CNR
119
Core Natural Resources Inc
CNR
$4.18B
– –
-6,434
Closed -$449K
1 2 3 4
5

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FI
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NC
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T2I
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THL
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IAA
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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.