SEC 13F Intelligence

Hudson Value Partners, LLC / CVS

Hudson Value Partners, LLC’s Cvs Health Corp Position

Does Hudson Value Partners, LLC own Cvs Health Corp (CVS)? Not currently — the last reported position was 38.6K shares worth $3M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2023
Shares
38.6K
% of Portfolio
+1.42%
Quarters Held
13
position exited

Position History CVS

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202338.6K$3M+1.42%
Q3 202340.1K$3M+1.47%
Q2 202337.5K$3M+1.32%
Q1 202340.1K$3M+1.70%
Q4 202239.8K$4M+2.28%
Q3 202239.9K$4M+2.56%
Q2 202239.9K$4M+2.34%
Q1 202229.3K$3M+1.52%
Q4 202129.0K$3M+1.45%
Q3 202128.8K$2M+1.34%
Q2 202128.4K$2M+1.31%
Q1 202128.2K$2M+1.28%
Q4 202026.8K$2M+1.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hudson Value Partners, LLC’s full portfolio or all institutional holders of CVS.