Hudson Value Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Hudson Value Partners, LLC reported 94 stock positions worth $235.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.0% of the portfolio, followed by Builders Firstsource (BLDR, 4.9%) and Apple (AAPL, 4.6%). Compared with Q4 2023, it opened 9 new positions, sold out of 9, added to 42 and reduced 30. The biggest buy was Canadian Pacific Kansas City (CP, shares +273%) and the biggest sale an exit from Celanese (CE).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0001840501
- Portfolio Value
- $235.4M (Q1 2024)
- SEC Filing
- 0001840501-24-000003 ↗ filed May 8, 2024
Holdings Value
Holdings 94 stocks · $235.4M
| BRK.B Berkshire Hathaway Inc. Class B | 7.04% | 39,403 | $16.6M | Reduce -0.1% |
| BLDR Builders Firstsource Inc. | 4.93% | 55,654 | $11.6M | Add +0.1% |
| AAPL Apple Inc. | 4.62% | 63,457 | $10.9M | Add +0.2% |
| MSFT Microsoft Corp. | 4.46% | 24,963 | $10.5M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 3.62% | 56,463 | $8.5M | Add +6.9% |
| JNJ Johnson & Johnson | 2.65% | 39,388 | $6.2M | Add +12.6% |
| MRK Merck & Co. Inc. | 2.49% | 44,436 | $5.9M | Reduce -0.1% |
| V Visa Inc. Class A | 2.46% | 20,729 | $5.8M | Add +0.3% |
| CVX Chevron Corp. | 2.44% | 36,394 | $5.7M | Add +0.3% |
| DHR Danaher Corp. | 2.43% | 22,909 | $5.7M | Add +1.1% |
| COST Costco Wholesale Corp. | 2.34% | 7,509 | $5.5M | Add +0.4% |
| QCOM Qualcomm Inc. | 2.26% | 31,426 | $5.3M | Reduce -4.5% |
| MDU Mdu Resources Group Inc. | 2.26% | 210,808 | $5.3M | Add +0.4% |
| ESAB Esab Corp. | 2.15% | 45,820 | $5.1M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 2.15% | 33,230 | $5.1M | Reduce -0.5% |
| CP Canadian Pacific Kansas City | 2.02% | 53,967 | $4.8M | Add +273.4% |
| FNF Fidelity National Financial | 2.00% | 88,748 | $4.7M | Reduce -0.3% |
| MKL Markel Group Inc. | 1.89% | 2,924 | $4.4M | Add +1.4% |
| ZBRA Zebra Technologies Corp. Class A | 1.83% | 14,284 | $4.3M | Add +12.3% |
| AMGN Amgen Inc. | 1.76% | 14,610 | $4.2M | Add +9.6% |
| KNF Knife River Corp. | 1.66% | 48,322 | $3.9M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.57% | 14,200 | $3.7M | Add +27.9% |
| HD Home Depot Inc. | 1.55% | 9,536 | $3.7M | Add +2.2% |
| MCD McDonald's Corp. | 1.54% | 12,899 | $3.6M | Add +47.4% |
| GLW Corning Inc. | 1.48% | 105,685 | $3.5M | Add +10.3% |
| DE Deere & Co. | 1.42% | 8,150 | $3.3M | Add +2.8% |
| NVDA Nvidia Corp. | 1.41% | 3,666 | $3.3M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 1.40% | 16,469 | $3.3M | Add +12.7% |
| LNG Cheniere Energy Inc. | 1.36% | 19,833 | $3.2M | Add +27.5% |
| AMZN Amazon.com Inc. | 1.35% | 17,666 | $3.2M | Reduce -12.9% |
| AZTA Azenta Inc. | 1.35% | 52,847 | $3.2M | Reduce -1.5% |
| FNV Franco-Nevada Corp. | 1.34% | 26,380 | $3.1M | New |
| WMT Walmart Inc. | 1.11% | 43,365 | $2.6M | Reduce -5.5% |
| AMD Advanced Micro Devices | 1.11% | 14,447 | $2.6M | Add +6.2% |
| SSNC Ss&c Technologies Holdings | 1.07% | 39,056 | $2.5M | Reduce -0.5% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.90% | 15,907 | $2.1M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.88% | 9,996 | $2.1M | Add +7.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.85% | 16,439 | $2.0M | No change |
| UBER Uber Technologies Inc. | 0.74% | 22,540 | $1.7M | Reduce -1.9% |
| MLM Martin Marietta Materials | 0.74% | 2,825 | $1.7M | Reduce -7.1% |
| URI United Rentals Inc. | 0.72% | 2,358 | $1.7M | Reduce -20.1% |
| NFLX Netflix Inc. | 0.69% | 2,676 | $1.6M | Reduce -9.5% |
| BKNG Booking Holdings Inc. | 0.60% | 391 | $1.4M | Reduce -3.5% |
| WDAY Workday Inc. Class A | 0.60% | 5,160 | $1.4M | Add +0.5% |
| FDX FedEx Corp. | 0.58% | 4,741 | $1.4M | Reduce -18.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.58% | 4,278 | $1.4M | Add +80.1% |
| EMR Emerson Electric Co. | 0.57% | 11,820 | $1.3M | New |
| DXCM Dexcom Inc. | 0.56% | 9,560 | $1.3M | Add +0.1% |
| MAR Marriott International Class A | 0.55% | 5,175 | $1.3M | Reduce -6.8% |
| KO The Coca-Cola Co. | 0.55% | 21,156 | $1.3M | No change |
| VHT Vanguard Health Care ETF | 0.55% | 4,763 | $1.3M | Reduce -16.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 2,340 | $1.2M | Reduce -12.8% |
| ABT Abbott Laboratories | 0.51% | 10,574 | $1.2M | No change |
| GVIP Gold Sachs Hedge Ind Vip ETF | 0.50% | 10,716 | $1.2M | Add +10.0% |
| LHX L3HARRIS Technologies Inc. | 0.49% | 5,450 | $1.2M | Reduce -57.7% |
| LLY Eli Lilly & Co. | 0.47% | 1,415 | $1.1M | Reduce -1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.46% | 5,687 | $1.1M | Add +10.9% |
| PEP Pepsico Inc. | 0.46% | 6,225 | $1.1M | Reduce -15.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.46% | 11,982 | $1.1M | Add +12.0% |
| BA The Boeing Co. | 0.38% | 4,660 | $899K | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,660 | $798K | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.33% | 6,595 | $767K | Add +6.5% |
| XLE SS Energy Select Sector | 0.32% | 8,050 | $760K | Add +0.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.32% | 4,920 | $758K | Reduce -4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,619 | $719K | Reduce -9.0% |
| TSLA Tesla Inc. | 0.29% | 3,930 | $691K | Add +298.2% |
| ADP Automatic Data Processing | 0.27% | 2,500 | $624K | No change |
| CMCSA Comcast Corp. Class A | 0.26% | 14,137 | $613K | No change |
| XLI SS Industrial Select Sector | 0.25% | 4,722 | $595K | Add +9.1% |
| EWJV iShares MSCI Japan Value ETF | 0.24% | 16,978 | $564K | New |
| XLC SS Comm Select Sector SPDR | 0.24% | 6,778 | $553K | New |
| UNH Unitedhealth Group Inc. | 0.23% | 1,101 | $545K | Add +14.1% |
| EWL iShares MSCI Switzerland ETF | 0.23% | 11,233 | $535K | Add +19.0% |
| NOC Northrop Grumman Corp. | 0.22% | 1,075 | $515K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 8,810 | $483K | Reduce -22.9% |
| ZS Zscaler Inc. | 0.20% | 2,487 | $479K | Add +1.3% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 2,497 | $423K | Add +27.4% |
| PPG PPG Industries Inc. | 0.18% | 2,884 | $418K | No change |
| HON Honeywell International Inc. | 0.18% | 2,030 | $417K | Add +21.6% |
| AVGO Broadcom Inc. | 0.17% | 308 | $408K | Add +2.7% |
| EPD Enterprise Products Partners | 0.16% | 13,024 | $380K | Reduce -17.2% |
| WTM White Mountains Insurance GP | 0.16% | 206 | $370K | No change |
| ALL Allstate Corp. | 0.14% | 1,864 | $322K | Reduce -1.6% |
| STWD Starwood Property Trust Inc. | 0.13% | 14,725 | $299K | No change |
| PFE Pfizer Inc. | 0.12% | 10,201 | $283K | Reduce -14.0% |
| IPO Renaissance Ipo ETF | 0.11% | 6,035 | $251K | No change |
| DUK Duke Energy Corp. | 0.10% | 2,525 | $244K | No change |
| PH Parker Hannifin Corp. | 0.10% | 430 | $239K | New |
| PG The Procter & Gamble Co. | 0.10% | 1,456 | $236K | No change |
| TGT Target Corp. | 0.10% | 1,309 | $232K | New |
| AMAT Applied Materials Inc. | 0.10% | 1,120 | $231K | New |
| SMCI Super Micro Computer Inc. | 0.10% | 225 | $227K | New |
| NSC Norfolk Southern Corp. | 0.09% | 850 | $217K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 822 | $205K | New |
Portfolio Sells Q4 2023 → Q1 2024
| CE Celanese Corp. | Sold out | 0.00% | −1.67 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −1.55 |
| CVS CVS Health Corp. | Sold out | 0.00% | −1.42 |
| CME Cme Group Inc. | Sold out | 0.00% | −1.10 |
| LHX L3HARRIS Technologies Inc. | Reduce -57.7% | 0.49% | −0.77 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.45 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.31 |
| AZTA Azenta Inc. | Reduce -1.5% | 1.35% | −0.27 |
| BA The Boeing Co. | Reduce -0.2% | 0.38% | −0.18 |
| PEP Pepsico Inc. | Reduce -15.2% | 0.46% | −0.12 |
| VHT Vanguard Health Care ETF | Reduce -16.1% | 0.55% | −0.11 |
| FNF Fidelity National Financial | Reduce -0.3% | 2.00% | −0.11 |
| ETF MANAGERS TR | Sold out | 0.00% | −0.11 |
| FDX FedEx Corp. | Reduce -18.1% | 0.58% | −0.10 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.09 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -12.9% | 1.35% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.8% | 0.52% | −0.07 |
| SLB SLB Ltd. | Reduce -22.9% | 0.21% | −0.07 |
| BKNG Booking Holdings Inc. | Reduce -3.5% | 0.60% | −0.07 |
| URI United Rentals Inc. | Reduce -20.1% | 0.72% | −0.06 |
| SSNC Ss&c Technologies Holdings | Reduce -0.5% | 1.07% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 2.15% | −0.04 |
| PFE Pfizer Inc. | Reduce -14.0% | 0.12% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.0% | 0.31% | −0.03 |
| EPD Enterprise Products Partners | Reduce -17.2% | 0.16% | −0.03 |
| EL Estee Lauder Companies Class A | Reduce -4.8% | 0.32% | −0.03 |
| MAR Marriott International Class A | Reduce -6.8% | 0.55% | −0.03 |
| WMT Walmart Inc. | Reduce -5.5% | 1.11% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.34% | +0.00 |
| ALL Allstate Corp. | Reduce -1.6% | 0.14% | +0.01 |
| NFLX Netflix Inc. | Reduce -9.5% | 0.69% | +0.02 |
| MLM Martin Marietta Materials | Reduce -7.1% | 0.74% | +0.03 |
| QCOM Qualcomm Inc. | Reduce -4.5% | 2.26% | +0.05 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.47% | +0.08 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 0.74% | +0.08 |
| MKSI MKS Inc. | Reduce -0.1% | 0.90% | +0.14 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 2.49% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 7.04% | +0.50 |
Portfolio Buys Q4 2023 → Q1 2024
| CP Canadian Pacific Kansas City | Add +273.4% | 2.02% | +1.49 |
| FNV Franco-Nevada Corp. | New | 1.34% | +1.34 |
| BLDR Builders Firstsource Inc. | Add +0.1% | 4.93% | +0.61 |
| NVDA Nvidia Corp. | Add +4.0% | 1.41% | +0.60 |
| EMR Emerson Electric Co. | New | 0.57% | +0.57 |
| VTI VG Morningstar TS MKT ETF-US | Add +27.9% | 1.57% | +0.34 |
| MCD McDonald's Corp. | Add +47.4% | 1.54% | +0.34 |
| MDU Mdu Resources Group Inc. | Add +0.4% | 2.26% | +0.32 |
| ESAB Esab Corp. | Add +0.6% | 2.15% | +0.32 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +80.1% | 0.58% | +0.30 |
| JPM JPMorgan Chase & Co. | Add +12.7% | 1.40% | +0.25 |
| EWJV iShares MSCI Japan Value ETF | New | 0.24% | +0.24 |
| XLC SS Comm Select Sector SPDR | New | 0.24% | +0.24 |
| ZBRA Zebra Technologies Corp. Class A | Add +12.3% | 1.83% | +0.21 |
| KNF Knife River Corp. | Add +0.8% | 1.66% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +6.9% | 3.62% | +0.19 |
| TSLA Tesla Inc. | Add +298.2% | 0.29% | +0.18 |
| AMD Advanced Micro Devices | Add +6.2% | 1.11% | +0.17 |
| MSFT Microsoft Corp. | Add +0.7% | 4.46% | +0.13 |
| LNG Cheniere Energy Inc. | Add +27.5% | 1.36% | +0.12 |
| GLW Corning Inc. | Add +10.3% | 1.48% | +0.12 |
| PH Parker Hannifin Corp. | New | 0.10% | +0.10 |
| TGT Target Corp. | New | 0.10% | +0.10 |
| AMAT Applied Materials Inc. | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | Add +12.6% | 2.65% | +0.10 |
| SMCI Super Micro Computer Inc. | New | 0.10% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.09% | +0.09 |
| GVIP Gold Sachs Hedge Ind Vip ETF | Add +10.0% | 0.50% | +0.06 |
| HD Home Depot Inc. | Add +2.2% | 1.55% | +0.05 |
| XLK SS Technology Select Sector | Add +7.0% | 0.88% | +0.05 |
| COST Costco Wholesale Corp. | Add +0.4% | 2.34% | +0.04 |
| XOM Exxon Mobil Corp. | Add +6.5% | 0.33% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +27.4% | 0.18% | +0.04 |
| MOAT Vaneck Morningstar Wide Moat | Add +12.0% | 0.46% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +10.9% | 0.46% | +0.03 |
| XLI SS Industrial Select Sector | Add +9.1% | 0.25% | +0.02 |
| AVGO Broadcom Inc. | Add +2.7% | 0.17% | +0.02 |
| EWL iShares MSCI Switzerland ETF | Add +19.0% | 0.23% | +0.02 |
| HON Honeywell International Inc. | Add +21.6% | 0.18% | +0.01 |
| DXCM Dexcom Inc. | Add +0.1% | 0.56% | +0.01 |
| XLE SS Energy Select Sector | Add +0.1% | 0.32% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +14.1% | 0.23% | −0.00 |
| DHR Danaher Corp. | Add +1.1% | 2.43% | −0.01 |
| MKL Markel Group Inc. | Add +1.4% | 1.89% | −0.01 |
| AMGN Amgen Inc. | Add +9.6% | 1.76% | −0.02 |
| V Visa Inc. Class A | Add +0.3% | 2.46% | −0.04 |
| ZS Zscaler Inc. | Add +1.3% | 0.20% | −0.05 |
| DE Deere & Co. | Add +2.8% | 1.42% | −0.05 |
| WDAY Workday Inc. Class A | Add +0.5% | 0.60% | −0.06 |
| CVX Chevron Corp. | Add +0.3% | 2.44% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $398.1M | GOOGL, BRK.B, GLW, AAPL, MSFT |
| Q1 2026 | 100 | $334.9M | BRK.B, GOOGL, AAPL, MSFT, GLW |
| Q4 2025 | 108 | $335.2M | GOOGL, BRK.B, AAPL, MSFT, GOOG |
| Q3 2025 | 106 | $318.6M | BRK.B, GOOGL, AAPL, MSFT, NVDA |
| Q2 2025 | 107 | $289.5M | BRK.B, MSFT, AAPL, GOOGL, V |
| Q1 2025 | 100 | $266.1M | BRK.B, AAPL, MSFT, GOOGL, COST |
| Q4 2024Amended | 92 | $268.7M | BRK.B, AAPL, MSFT, GOOGL, BLDR |
| Q3 2024 | 97 | $257.4M | BRK.B, AAPL, MSFT, BLDR, GOOGL |
| Q2 2024 | 91 | $236.5M | BRK.B, AAPL, MSFT, GOOGL, BLDR |
| Q1 2024 | 94 | $235.4M | BRK.B, BLDR, AAPL, MSFT, GOOGL |