Filer Name: HUDSON VALUE PARTNERS, LLC
CIK: 1840501
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 91
Portfolio Value: $0.26B

Hudson Value Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 41,968 $19M 7.21% 5.1% -
AAPL US APPLE INC 69,796 $17M 6.63% -1.0% -
MSFT US MICROSOFT CORP 34,054 $14M 5.44% 12.9% -
GOOGL US ALPHABET INC-CL A 73,282 $14M 5.26% 22.7% -
BLDR US BUILDERS FIRSTSOURCE INC 60,325 $9M 3.27% 1.7% -
VTI US VANGUARD TOTAL STOCK MKT ETF 29,025 $8M 3.19% 68.9% -
COST US COSTCO WHOLESALE CORP 8,501 $8M 2.95% 5.7% -
V US VISA INC-CLASS A SHARES 23,023 $7M 2.76% 6.3% -
NVDA US NVIDIA CORP 50,658 $7M 2.58% 30.7% -
GOOG US ALPHABET INC-CL C 32,446 $6M 2.34% -4.9% -
ZBRA US ZEBRA TECHNOLOGIES CORP-CL A 14,889 $6M 2.18% -0.6% -
MKL US MARKEL GROUP INC 3,339 $6M 2.18% 4.8% -
ESAB US ESAB CORP 47,678 $6M 2.17% -1.5% -
JNJ US JOHNSON & JOHNSON 41,403 $6M 2.14% 2.5% -
KNF US KNIFE RIVER CORP 54,004 $5M 2.08% 3.9% -
CVX US CHEVRON CORP 36,948 $5M 2.03% -1.6% -
GLW US CORNING INC 111,192 $5M 2.00% -1.2% -
DHR US DANAHER CORP 22,695 $5M 1.97% -3.3% -
QCOM US QUALCOMM INC 33,419 $5M 1.95% 3.1% -
FNF US FIDELITY NATIONAL FINANCIAL 91,340 $5M 1.94% -0.1% -
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