SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Hudson Value Partners, LLC

CIK 0001840501 · 2875 SOUTH OCEAN BLVD, SUITE 200-26, PALM BEACH, FL, 33480 · 646-343-9773

Reported Value
$237M
Q2 2024
Positions
91
Filings on Record
23
2019–present window
Filed
Jul 29, 2024
original filing

Summary

Hudson Value Partners, LLC reported $237M in U.S.-listed holdings across 91 positions for Q2 2024.

Its largest position, BRK/B, represents 6.7% of the portfolio.

Compared with Q1 2024, the fund opened 6 new positions and exited 9.

Portfolio Metrics

Turnover
+8.9%
vs prior filed quarter
Top-10 Concentration
+38.3%
share of reported value
Largest Position
+6.7%
Berkshire Hathaway
New / Exited
6 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $149MQ4 ’20Q1 ’21: $166MQ2 ’21: $181MQ3 ’21: $182MQ3 ’21Q4 ’21: $206MQ1 ’22: $194MQ2 ’22: $158MQ2 ’22Q3 ’22: $149MQ4 ’22: $163MQ1 ’23: $176MQ1 ’23Q2 ’23: $196MQ3 ’23: $190MQ4 ’23: $215MQ4 ’23Q1 ’24: $235MQ2 ’24: $237MQ3 ’24: $257MQ3 ’24Q4 ’24: $269MQ1 ’25: $266MQ2 ’25: $290MQ2 ’25Q3 ’25: $323MQ4 ’25: $336MQ1 ’26: $335MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 91.5%ETP: 7.6%Other: 0.6%MLP: 0.2%REIT: 0.1%
  • Common Stock · 91.5% · $216M
  • ETP · 7.6% · $18M
  • Other · 0.6% · $1M
  • MLP · 0.2% · $445,510
  • REIT · 0.1% · $278,892

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PARAMOUNT GLOBAL CLASS B COMNEW+226.7K226.7K+$2M$2M
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFNEW+8.0K8.0K+$1M$1M
NOWSERVICENOW INC COMNEW+1.5K1.5K+$1M$1M
NVENT ELECTRIC PLC SHSNEW+14.0K14.0K+$1M$1M
ISHARES CURRENCY HEDGED MSCI JAPAN ETFNEW+13.9K13.9K+$608,710$608,710
ISHARES MSCI EMERGING MARKETS EX CHINA ETFNEW+3.8K3.8K+$224,960$224,960
NVDANVIDIA CORPORATION COMADDED+31.0K34.7K+$971,299$4M
SSNCSS&C TECHNOLOGIES HLDGS INC COMSOLD OUT39.1K0$3M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2024

49 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INC CAP STK CL AStock6.84%$16M88.6K
2BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock6.69%$16M38.9K
3AAPLAPPLE INC COMhistory →Stock6.01%$14M67.5K
4MSFTMICROSOFT CORP COMhistory →Stock5.13%$12M27.1K
5BLDRBUILDERS FIRSTSOURCE INC COMhistory →Stock3.36%$8M57.4K
6COSTCOSTCO WHSL CORP NEW COMhistory →Stock2.69%$6M7.5K
7QCOMQUALCOMM INC COMhistory →Stock2.68%$6M31.9K
8DHRDANAHER CORPORATION COMhistory →Stock2.44%$6M23.1K
9CHVCHEVRON CORP NEW COMhistory →Stock2.43%$6M36.7K
10JNJJOHNSON & JOHNSON COMhistory →Stock2.42%$6M39.2K
11MRKMERCK & CO INC COMhistory →Stock2.32%$5M44.3K
12VVISA INC COM CL Ahistory →Stock2.29%$5M20.6K
13MDUMDU RES GROUP INC COMhistory →Stock2.18%$5M205.5K
14AMGNAMGEN INC COMhistory →Stock1.95%$5M14.8K
15ZBRAZEBRA TECHNOLOGIES CORPORATION CL Ahistory →Stock1.95%$5M15.0K
16MKLMARKEL GROUP INC COMhistory →Stock1.91%$5M2.9K
17FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COMhistory →Stock1.91%$5M91.3K
18CPCANADIAN PACIFIC KANSAS CITY COMhistory →Stock1.82%$4M54.5K
19NVDANVIDIA CORPORATION COMhistory →Stock1.81%$4M34.7K
20ESABESAB CORPORATION COMhistory →Stock1.77%$4M44.4K
21GLWCORNING INC COMhistory →Stock1.76%$4M106.9K
22KNFKNIFE RIVER CORP COMMON STOCKhistory →Stock1.51%$4M50.9K
23FNVFRANCO NEV CORP COMhistory →Stock1.50%$4M29.9K
24VANGUARD TOTAL STOCK MARKET ETFETF1.44%$3M12.8K
25MCDMCDONALDS CORP COMhistory →Stock1.44%$3M13.4K
26AMZNAMAZON COM INC COMhistory →Stock1.40%$3M17.1K
27HDHOME DEPOT INC COMhistory →Stock1.36%$3M9.3K
28JPMJPMORGAN CHASE & CO. COMhistory →Stock1.28%$3M15.0K
29WMTWALMART INC COMhistory →Stock1.23%$3M42.9K
30AZTAAZENTA INC COMhistory →Stock1.20%$3M54.1K
31MKSIMKS INSTRS INC COMhistory →Stock1.20%$3M21.7K
32TECHNOLOGY SELECT SECTOR SPDR FUNDETF1.00%$2M10.4K
33PARAMOUNT GLOBAL CLASS B COMStock1.00%$2M226.7K
34DEDEERE & CO COMStock0.93%$2M5.9K
35LNGCHENIERE ENERGY INC COM NEWStock0.87%$2M11.8K
36AMDADVANCED MICRO DEVICES INC COMStock0.86%$2M12.5K
37FDXFEDEX CORP COMStock0.73%$2M5.8K
38DISDISNEY WALT CO COMStock0.69%$2M16.5K
39CRWDCROWDSTRIKE HLDGS INC CL AStock0.69%$2M4.3K
40NFLXNETFLIX INC COMStock0.69%$2M2.4K
41UBERUBER TECHNOLOGIES INC COMStock0.69%$2M22.5K
42URIUNITED RENTALS INC COMStock0.67%$2M2.5K
43MLMMARTIN MARIETTA MATLS INC COMStock0.65%$2M2.8K
44BKNGBOOKING HOLDINGS INC COMStock0.61%$1M366
45KOCOCA COLA CO COMStock0.56%$1M20.9K
46VANGUARD HEALTH CARE ETFETF0.56%$1M5.0K
47EMREMERSON ELEC CO COMStock0.55%$1M11.8K
48SPDR S&P 500 ETF TRUSTETF0.53%$1M2.3K
49LLYELI LILLY & CO COMStock0.53%$1M1.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$335M101Apr 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$336M111Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$323M113Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$290M110Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$266M100Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024REVEALED$269M92Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$257M97Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$237M91Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$235M94May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$215M94Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$190M99Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$196M105Aug 2, 202313F-HRchanges · EDGAR ↗
Q1 2023$176M105May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$163M102Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$149M101Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$158M100Jul 29, 202213F-HRchanges · EDGAR ↗
Q1 2022$194M111Apr 14, 202213F-HRchanges · EDGAR ↗
Q4 2021$206M115Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$182M111Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$181M116Jul 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$166M110Apr 19, 202113F-HRchanges · EDGAR ↗
Q4 2020$149M111Feb 18, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.