SEC 13F Intelligence

Hudson Value Partners, LLC / FNV

Hudson Value Partners, LLC’s Franco Nev Corp Position

Does Hudson Value Partners, LLC own Franco Nev Corp (FNV)? Yes — 33.9K shares worth $8M (+2.50% of its 13F portfolio) as of Q1 2026, up from 32.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
33.9K
% of Portfolio
+2.50%
Quarters Held
11
currently held

Position History FNV

Reported value by quarter
Q2 ’23: $224,595Q2 ’23Q3 ’23: $210,247Q1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.9K$8M+2.50%
Q4 202532.2K$7M+2.00%
Q3 202532.0K$7M+2.21%
Q2 202530.7K$5M+1.74%
Q1 202531.5K$5M+1.87%
Q4 202432.3K$4M+1.41%
Q3 202430.5K$4M+1.47%
Q2 202429.9K$4M+1.50%
Q1 202426.4K$3M+1.34%
Q3 20231.6K$210,247+0.11%
Q2 20231.6K$224,595+0.11%

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 FNV.