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
1
$11.8M 6.06%
33,394
+199
2
$8.54M 4.39%
48,894
-167
3
$6.85M 3.52%
49,260
+540
4
$6.78M 3.49%
21,992
+222
5
$5.52M 2.84%
124,810
+3,240
6
$5.11M 2.63%
33,435
+247
7
$4.82M 2.48%
58,139
-2,874
8
$4.8M 2.47%
11,601
+221
9
$4.64M 2.39%
26,193
-694
10
$4.44M 2.29%
31,800
+20
11
$4.3M 2.21%
7,465
-72
12
$4.23M 2.18%
130,904
+2,250
13
$3.88M 2%
17,504
+68
14
$3.71M 1.91%
22,780
+840
15
$3.6M 1.85%
40,165
+2,310
16
$3.49M 1.8%
76,099
+1,014
17
$3.35M 1.73%
51,945
-16,540
18
$3.35M 1.72%
24,588
+1,050
19
$3.2M 1.65%
86,817
+2,998
20
$3.14M 1.62%
+65,900
21
$3.06M 1.57%
20,378
+11,098
22
$2.99M 1.54%
12,585
+13
23
$2.99M 1.54%
11,966
+718
24
$2.96M 1.52%
29,259
+248
25
$2.85M 1.47%
17,536
-106
1
2 3 4 5