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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
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.06T
$21.6M 6.7%
43,015
-245
-0.6% -$119K
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.22T
$18.2M 5.64%
74,974
-256
-0.3% -$53.6K
AAPL icon
3
Apple
AAPL
$4.84T
$16.9M 5.23%
66,389
-989
-1% -$223K
MSFT icon
4
Microsoft
MSFT
$2.93T
$16.2M 5%
31,181
+445
+1% +$227K
NVDA icon
5
NVIDIA
NVDA
$4.98T
$9.56M 2.96%
51,219
+1,250
+3% +$218K
V icon
6
Visa
V
$681B
$7.93M 2.46%
23,238
-106
-0.5% -$36.7K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.21T
$7.87M 2.44%
32,311
– –
COST icon
8
Costco
COST
$415B
$7.6M 2.35%
8,212
+103
+1% +$98.7K
ASML icon
9
ASML
ASML
$684B
$7.39M 2.29%
7,638
+69
+0.9% +$54.2K
GLW icon
10
Corning
GLW
$136B
$7.26M 2.25%
88,548
-20,661
-19% -$1.35M
BLDR icon
11
Builders FirstSource
BLDR
$8.1B
$7.17M 2.22%
59,148
-1,238
-2% -$164K
FNV icon
12
Franco-Nevada
FNV
$38.8B
$7.13M 2.21%
31,984
+1,252
+4% +$226K
ECG
13
Everus Construction Group
ECG
$6.95B
$6.78M 2.1%
79,101
-1,260
-2% -$93.6K
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$661B
$6.76M 2.09%
20,585
+2,855
+16% +$902K
MKL icon
15
Markel Group
MKL
$24.6B
$6.71M 2.08%
3,508
+32
+0.9% +$62.7K
JNJ icon
16
Johnson & Johnson
JNJ
$607B
$6.47M 2%
34,887
+1,165
+3% +$200K
FNF icon
17
Fidelity National Financial
FNF
$14B
$6.31M 1.95%
104,306
+13,876
+15% +$806K
DELL icon
18
Dell
DELL
$261B
$6.25M 1.93%
44,065
-135
-0.3% -$17.5K
MDU icon
19
MDU Resources
MDU
$4.43B
$6.04M 1.87%
339,021
-10,101
-3% -$169K
AMGN icon
20
Amgen
AMGN
$196B
$5.63M 1.74%
19,968
+169
+0.9% +$49K
ESAB icon
21
ESAB
ESAB
$5.59B
$5.45M 1.69%
48,770
+3,033
+7% +$361K
QCOM icon
22
Qualcomm
QCOM
$180B
$5.38M 1.67%
32,333
-113
-0.3% -$17.9K
TMO icon
23
Thermo Fisher Scientific
TMO
$198B
$5.15M 1.59%
10,614
+1,356
+15% +$631K
MRK icon
24
Merck
MRK
$315B
$4.94M 1.53%
58,831
-2,852
-5% -$235K
JPM icon
25
JPMorgan Chase
JPM
$913B
$4.86M 1.51%
15,409
-2,148
-12% -$639K
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
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
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.