SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Hudson Value Partners, LLC

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

Reported Value
$290M
Q2 2025
Positions
110
Filings on Record
23
2019–present window
Filed
Jul 18, 2025
original filing

Summary

Hudson Value Partners, LLC reported $290M in U.S.-listed holdings across 110 positions for Q2 2025.

Its largest position, BRK/B, represents 7.3% of the portfolio.

Compared with Q1 2025, the fund opened 15 new positions and exited 6.

Portfolio Metrics

Turnover
+6.4%
vs prior filed quarter
Top-10 Concentration
+37.1%
share of reported value
Largest Position
+7.3%
Berkshire Hathaway
New / Exited
15 / 6
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: 88.8%ETP: 8.1%Other: 2.6%MLP: 0.5%
  • Common Stock · 88.8% · $257M
  • ETP · 8.1% · $23M
  • Other · 2.6% · $8M
  • MLP · 0.5% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TMOTHERMO FISHER SCIENTIFIC INC COMNEW+9.3K9.3K+$4M$4M
QXOQXO INC COM NEWNEW+75.6K75.6K+$2M$2M
ISHARES MSCI BRAZIL ETFNEW+29.5K29.5K+$851,878$851,878
MUMICRON TECHNOLOGY INC COMNEW+5.6K5.6K+$689,584$689,584
ABNBAIRBNB INC COM CL ANEW+3.7K3.7K+$491,114$491,114
CNRCORE NATURAL RESOURCES INC COM SHSNEW+6.4K6.4K+$448,707$448,707
REGNREGENERON PHARMACEUTICALS COMNEW+759759+$398,475$398,475
NVIDIA CORPORATION COMNEW+1.5K1.5K+$236,985$236,985

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

Holdings — Q2 2025

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock7.25%$21M43.3K
2GOOGLALPHABET INC CAP STK CL AStock6.55%$19M107.5K
3MSFTMICROSOFT CORP COMhistory →Stock5.27%$15M30.7K
4AAPLAPPLE INC COMhistory →Stock4.77%$14M67.4K
5VVISA INC COM CL Ahistory →Stock2.86%$8M23.3K
6COSTCOSTCO WHSL CORP NEW COMhistory →Stock2.77%$8M8.1K
7NVDANVIDIA CORPORATION COMhistory →Stock2.72%$8M50.0K
8BLDRBUILDERS FIRSTSOURCE INC COMhistory →Stock2.43%$7M60.4K
9MKLMARKEL GROUP INC COMhistory →Stock2.40%$7M3.5K
10ASML HOLDING N V N Y REGISTRY SHSADR2.09%$6M7.6K
11MDUMDU RES GROUP INC COMhistory →Stock2.01%$6M349.1K
12GLWCORNING INC COMhistory →Stock1.98%$6M109.2K
13AMGNAMGEN INC COMhistory →Stock1.91%$6M19.8K
14ESABESAB CORPORATION COMhistory →Stock1.90%$6M45.7K
15DELLDELL TECHNOLOGIES INC CL Chistory →Stock1.87%$5M44.2K
16VANGUARD TOTAL STOCK MARKET ETFETF1.86%$5M17.7K
17QCOMQUALCOMM INC COMhistory →Stock1.78%$5M32.4K
18JNJJOHNSON & JOHNSON COMhistory →Stock1.78%$5M33.7K
19ECGEVERUS CONSTR GROUP COMhistory →Stock1.76%$5M80.4K
20JPMJPMORGAN CHASE & CO. COMhistory →Stock1.76%$5M17.6K
21FNFFIDELITY NATIONAL FINANCIAL IN COM SHShistory →Stock1.75%$5M90.4K
22FNVFRANCO NEV CORP COMhistory →Stock1.74%$5M30.7K
23MRKMERCK & CO INC COMhistory →Stock1.68%$5M61.7K
24AMTMAMENTUM HOLDINGS INC COMhistory →Stock1.51%$4M185.7K
25BATRAATLANTA BRAVES HLDGS INC COM SER Ahistory →Stock1.49%$4M87.9K
26KNFKNIFE RIVER CORP COMMON STOCKhistory →Stock1.49%$4M52.9K
27ZBRAZEBRA TECHNOLOGIES CORPORATION CL Ahistory →Stock1.47%$4M13.8K
28AMZNAMAZON COM INC COMhistory →Stock1.40%$4M18.5K
29MCDMCDONALDS CORP COMhistory →Stock1.30%$4M12.9K
30TMOTHERMO FISHER SCIENTIFIC INC COMhistory →Stock1.30%$4M9.3K
31CPCANADIAN PACIFIC KANSAS CITY COMhistory →Stock1.29%$4M47.1K
32DEDEERE & CO COMhistory →Stock1.19%$3M6.8K
33WMTWALMART INC COMhistory →Stock1.14%$3M33.6K
34TECHNOLOGY SELECT SECTOR SPDR FUNDETF1.07%$3M12.3K
35CRWDCROWDSTRIKE HLDGS INC CL AStock0.88%$3M5.0K
36UBERUBER TECHNOLOGIES INC COMStock0.87%$3M27.0K
37NFLXNETFLIX INC COMStock0.85%$2M1.8K
38METAMETA PLATFORMS INC CL AStock0.85%$2M3.3K
39XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUNDETF0.74%$2M19.8K
40HDHOME DEPOT INC COMStock0.70%$2M5.5K
41LLYELI LILLY & CO COMStock0.66%$2M2.4K
42GOLDMAN SACHS HEDGE INDUSTRY VIP ETFETF0.63%$2M13.3K
43URIUNITED RENTALS INC COMStock0.58%$2M2.2K
44QXOQXO INC COM NEWStock0.56%$2M75.6K
45SPDR S&P 500 ETF TRUSTETF0.55%$2M2.6K
46AMDADVANCED MICRO DEVICES INC COMStock0.55%$2M11.2K
47BKNGBOOKING HOLDINGS INC COMStock0.53%$2M266
48ABTABBOTT LABS COMStock0.51%$1M10.8K
49EMREMERSON ELEC CO COMStock0.50%$1M10.9K

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 ↗.