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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
+5.08%
1 Year Est. Return
+48.26%
3 Year Est. Return
+124.41%
5 Year Est. Return
+157.47%
10 Year Est. Return
–
AUM
$336M
AUM Growth
+$12.9M
Cap. Flow
+$54.6K
Cap. Flow %
0.02%
Top 10 Hldgs %
38.53%
Holding
115
New
5
Increased
46
Reduced
26
Closed
7

Top Buys

Rank Stock Value
1
OKE icon
Oneok
OKE
+$2.94M
2
META icon
Meta Platforms (Facebook)
META
+$1.66M
3
BABA icon
Alibaba
BABA
+$1.41M
4
NVDA icon
NVIDIA
NVDA
+$650K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K

Top Sells

Rank Stock Value
1
ZBRA icon
Zebra Technologies
ZBRA
+$3.36M
2
COST icon
Costco
COST
+$729K
3
TSLA icon
Tesla
TSLA
+$598K
4
AAPL icon
Apple
AAPL
+$550K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$438K

Sector Composition

Rank Sector Weight
1 Technology 23.93%
2 Financials 15.65%
3 Communication Services 12.99%
4 Industrials 12.65%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.36T
$23.2M 6.89%
73,812
-1,162
-2% -$332K
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.1T
$22.3M 6.64%
44,297
+1,282
+3% +$638K
AAPL icon
3
Apple
AAPL
$4.54T
$17.5M 5.23%
64,340
-2,049
-3% -$550K
MSFT icon
4
Microsoft
MSFT
$3.45T
$15.4M 4.6%
31,758
+577
+2% +$289K
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.36T
$9.8M 2.92%
31,148
-1,163
-4% -$333K
NVDA icon
6
NVIDIA
NVDA
$4.86T
$9.15M 2.72%
54,712
+3,493
+7% +$650K
ASML icon
7
ASML
ASML
$626B
$8.25M 2.46%
7,701
+63
+0.8% +$65.7K
V icon
8
Visa
V
$684B
$8.18M 2.43%
23,164
-74
-0.3% -$25.2K
GLW icon
9
Corning
GLW
$119B
$7.93M 2.36%
89,386
+838
+0.9% +$72.2K
MKL icon
10
Markel Group
MKL
$23.3B
$7.63M 2.27%
3,517
+9
+0.3% +$18.2K
VTI icon
11
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$7.47M 2.23%
22,267
+1,682
+8% +$560K
JNJ icon
12
Johnson & Johnson
JNJ
$618B
$7.46M 2.22%
36,042
+1,155
+3% +$228K
ECG
13
Everus Construction Group
ECG
$6.4B
$6.98M 2.08%
79,756
+655
+0.8% +$58.6K
MDU icon
14
MDU Resources
MDU
$4.17B
$6.72M 2%
341,046
+2,025
+0.6% +$39.9K
FNV icon
15
Franco-Nevada
FNV
$41.1B
$6.7M 2%
32,205
+221
+0.7% +$44.8K
AMGN icon
16
Amgen
AMGN
$208B
$6.62M 1.97%
20,147
+179
+0.9% +$56.8K
COST icon
17
Costco
COST
$422B
$6.41M 1.91%
7,407
-805
-10% -$729K
TMO icon
18
Thermo Fisher Scientific
TMO
$213B
$6.19M 1.84%
10,623
+9
+0.1% +$5.09K
MRK icon
19
Merck
MRK
$322B
$6.18M 1.84%
58,337
-494
-0.8% -$46.4K
BLDR icon
20
Builders FirstSource
BLDR
$7.15B
$6.15M 1.83%
59,659
+511
+0.9% +$57.4K
FNF icon
21
Fidelity National Financial
FNF
$13.9B
$5.82M 1.73%
105,468
+1,162
+1% +$66.1K
QCOM icon
22
Qualcomm
QCOM
$155B
$5.71M 1.7%
32,884
+551
+2% +$94.4K
ESAB icon
23
ESAB
ESAB
$5.38B
$5.66M 1.69%
50,066
+1,296
+3% +$148K
DELL icon
24
Dell
DELL
$262B
$5.65M 1.68%
44,316
+251
+0.6% +$35.4K
AMTM
25
Amentum Holdings
AMTM
$5.42B
$5.5M 1.64%
187,993
+2,168
+1% +$55.4K
1
2 3 4 5

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Hudson Value Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Value Partners held 115 positions worth $336M, up 4% from $323M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Hudson Value Partners's Q4 2025 filing shows 5 new, 46 increased, 26 reduced and 7 closed positions. Its largest new stake was Oneok: 41,516 shares worth $3.06M. The largest sale was Zebra Technologies, an estimated $3.36M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Communication Services.

  • Hudson Value Partners's largest Q4 2025 buy was Oneok: 41,516 shares worth $3.06M.
  • Hudson Value Partners added most to Meta Platforms (Facebook) in Q4 2025, an estimated $1.66M increase.
  • Hudson Value Partners's biggest Q4 2025 reduction was Costco, cutting an estimated $729K.
  • Hudson Value Partners fully exited Zebra Technologies in Q4 2025, selling an estimated $3.36M.
  • Hudson Value Partners's ten largest holdings make up 39% of its $336M portfolio in Q4 2025.
  • Hudson Value Partners opened 5 new positions and closed 7 in Q4 2025.
  • Hudson Value Partners's portfolio value rose 4% quarter-over-quarter to $336M.

Based on Hudson Value Partners's 13F filing for Q4 2025, filed 28 Jan 2026.