Hudson Value Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Hudson Value Partners, LLC reported 97 stock positions worth $257.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.1% of the portfolio, followed by Apple (AAPL, 6.4%) and Microsoft (MSFT, 5.0%). Compared with Q2 2024, it opened 12 new positions, sold out of 6, added to 47 and reduced 27. The biggest buy was Builders Firstsource (BLDR, shares +3%) and the biggest sale an exit from Paramount Global Class B (PARAA).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0001840501
- Portfolio Value
- $257.4M (Q3 2024)
- SEC Filing
- 0001840501-24-000007 ↗ filed Oct 31, 2024
Holdings Value
Holdings 97 stocks · $257.4M
| BRK.B Berkshire Hathaway Inc. Class B | 7.14% | 39,941 | $18.4M | Add +2.7% |
| AAPL Apple Inc. | 6.38% | 70,476 | $16.4M | Add +4.5% |
| MSFT Microsoft Corp. | 5.04% | 30,161 | $13.0M | Add +11.2% |
| BLDR Builders Firstsource Inc. | 4.47% | 59,292 | $11.5M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 3.85% | 59,718 | $9.9M | Add +6.5% |
| COST Costco Wholesale Corp. | 2.77% | 8,046 | $7.1M | Add +7.6% |
| JNJ Johnson & Johnson | 2.54% | 40,381 | $6.5M | Add +3.1% |
| DHR Danaher Corp. | 2.54% | 23,477 | $6.5M | Add +1.5% |
| V Visa Inc. Class A | 2.31% | 21,665 | $6.0M | Add +5.0% |
| MDU Mdu Resources Group Inc. | 2.27% | 212,815 | $5.8M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 2.22% | 34,123 | $5.7M | Add +5.1% |
| FNF Fidelity National Financial | 2.21% | 91,459 | $5.7M | Add +0.2% |
| ZBRA Zebra Technologies Corp. Class A | 2.16% | 14,985 | $5.5M | Add +0.2% |
| CVX Chevron Corp. | 2.15% | 37,543 | $5.5M | Add +2.4% |
| MRK Merck & Co. Inc. | 2.15% | 48,624 | $5.5M | Add +9.9% |
| QCOM Qualcomm Inc. | 2.14% | 32,402 | $5.5M | Add +1.6% |
| ESAB Esab Corp. | 2.00% | 48,401 | $5.1M | Add +9.0% |
| GLW Corning Inc. | 1.97% | 112,552 | $5.1M | Add +5.3% |
| MKL Markel Group Inc. | 1.94% | 3,186 | $5.0M | Add +10.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.89% | 17,182 | $4.9M | Add +34.6% |
| CP Canadian Pacific Kansas City | 1.86% | 55,796 | $4.8M | Add +2.3% |
| AMGN Amgen Inc. | 1.85% | 14,785 | $4.8M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.83% | 38,758 | $4.7M | Add +11.8% |
| KNF Knife River Corp. | 1.80% | 51,962 | $4.6M | Add +2.1% |
| MCD McDonald's Corp. | 1.64% | 13,852 | $4.2M | Add +3.7% |
| HD Home Depot Inc. | 1.52% | 9,637 | $3.9M | Add +3.4% |
| FNV Franco-Nevada Corp. | 1.47% | 30,489 | $3.8M | Add +1.8% |
| WMT Walmart Inc. | 1.27% | 40,480 | $3.3M | Reduce -5.6% |
| JPM JPMorgan Chase & Co. | 1.23% | 14,988 | $3.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 1.18% | 16,339 | $3.0M | Reduce -4.7% |
| XLK SS Technology Select Sector | 1.11% | 12,658 | $2.9M | Add +21.2% |
| DE Deere & Co. | 1.06% | 6,520 | $2.7M | Add +10.6% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.98% | 23,271 | $2.5M | Add +7.1% |
| LNG Cheniere Energy Inc. | 0.82% | 11,758 | $2.1M | Reduce -0.1% |
| URI United Rentals Inc. | 0.74% | 2,363 | $1.9M | Reduce -3.7% |
| AMD Advanced Micro Devices | 0.73% | 11,515 | $1.9M | Reduce -7.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 8,225 | $1.7M | Add +36.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.62% | 5,695 | $1.6M | Add +33.5% |
| NFLX Netflix Inc. | 0.62% | 2,241 | $1.6M | Reduce -7.4% |
| UBER Uber Technologies Inc. | 0.61% | 20,950 | $1.6M | Reduce -6.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 16,053 | $1.5M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 2,630 | $1.5M | Add +13.6% |
| VHT Vanguard Health Care ETF | 0.57% | 5,156 | $1.5M | Add +3.7% |
| KO The Coca-Cola Co. | 0.56% | 20,081 | $1.4M | Reduce -3.8% |
| MLM Martin Marietta Materials | 0.55% | 2,625 | $1.4M | Reduce -6.9% |
| GVIP Gold Sachs Hedge Ind Vip ETF | 0.55% | 11,774 | $1.4M | Add +4.8% |
| ABT Abbott Laboratories | 0.55% | 12,313 | $1.4M | Add +8.7% |
| BKNG Booking Holdings Inc. | 0.54% | 333 | $1.4M | Reduce -9.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.51% | 13,609 | $1.3M | Add +6.3% |
| FDX FedEx Corp. | 0.48% | 4,481 | $1.2M | Reduce -22.3% |
| LLY Eli Lilly & Co. | 0.47% | 1,372 | $1.2M | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.47% | 1,355 | $1.2M | Reduce -6.9% |
| EMR Emerson Electric Co. | 0.46% | 10,865 | $1.2M | Reduce -8.1% |
| MAR Marriott International Class A | 0.46% | 4,725 | $1.2M | Reduce -8.7% |
| PEP Pepsico Inc. | 0.42% | 6,420 | $1.1M | Add +5.7% |
| XOP SS SPDR S&P Og Exp & Prod | 0.41% | 8,010 | $1.1M | No change |
| ET Energy Transfer LP | 0.40% | 63,775 | $1.0M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 2,015 | $983K | Add +18.1% |
| NVT Nvent Electric PLC | 0.36% | 13,175 | $926K | Reduce -6.0% |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,637 | $864K | No change |
| GDX Vaneck Gold Miners ETF | 0.33% | 21,419 | $853K | New |
| ADP Automatic Data Processing | 0.33% | 3,050 | $844K | Add +22.0% |
| META Meta Platforms Inc. Class A | 0.30% | 1,363 | $780K | New |
| XLI SS Industrial Select Sector | 0.28% | 5,375 | $728K | Add +8.2% |
| XOM Exxon Mobil Corp. | 0.27% | 5,995 | $703K | Reduce -9.1% |
| AZTA Azenta Inc. | 0.27% | 14,390 | $697K | Reduce -73.4% |
| XLC SS Comm Select Sector SPDR | 0.27% | 7,604 | $687K | Add +5.8% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 3,577 | $641K | Add +44.4% |
| DXCM Dexcom Inc. | 0.25% | 9,520 | $638K | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.24% | 1,069 | $625K | Add +8.3% |
| XLE SS Energy Select Sector | 0.24% | 7,000 | $615K | Reduce -13.0% |
| BA The Boeing Co. | 0.24% | 3,995 | $607K | Reduce -7.8% |
| DUK Duke Energy Corp. | 0.24% | 5,250 | $605K | Add +107.9% |
| CMCSA Comcast Corp. Class A | 0.23% | 14,137 | $591K | No change |
| NOC Northrop Grumman Corp. | 0.22% | 1,075 | $568K | No change |
| AVGO Broadcom Inc. | 0.21% | 3,070 | $530K | No change |
| HON Honeywell International Inc. | 0.18% | 2,293 | $474K | Reduce -13.6% |
| ZS Zscaler Inc. | 0.17% | 2,612 | $446K | Add +5.0% |
| EPD Enterprise Products Partners | 0.16% | 13,873 | $404K | Reduce -9.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 467 | $389K | New |
| PPG PPG Industries Inc. | 0.15% | 2,884 | $382K | No change |
| NCDL Nuveen Churchill Direct Lend | 0.15% | 21,609 | $376K | New |
| ALL Allstate Corp. | 0.14% | 1,864 | $354K | No change |
| WTM White Mountains Insurance GP | 0.14% | 206 | $349K | No change |
| PG The Procter & Gamble Co. | 0.12% | 1,806 | $313K | Add +19.1% |
| PFE Pfizer Inc. | 0.11% | 9,983 | $289K | Reduce -2.1% |
| PH Parker Hannifin Corp. | 0.11% | 430 | $272K | No change |
| STWD Starwood Property Trust Inc. | 0.10% | 13,200 | $269K | Reduce -10.4% |
| HACK Amplify Cybersecurity ETF | 0.10% | 3,800 | $259K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 2,150 | $253K | New |
| ADBE Adobe Inc. | 0.09% | 472 | $244K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.09% | 3,800 | $232K | No change |
| AMAT Applied Materials Inc. | 0.09% | 1,120 | $226K | No change |
| CL Colgate-Palmolive Co. | 0.08% | 2,040 | $212K | New |
| NSC Norfolk Southern Corp. | 0.08% | 850 | $211K | New |
| TGT Target Corp. | 0.08% | 1,309 | $204K | New |
| STEW SRH Total Return Fund Inc. | 0.07% | 12,208 | $193K | New |
Portfolio Sells Q2 2024 → Q3 2024
| PARAA Paramount Global Class B | Sold out | 0.00% | −1.00 |
| AZTA Azenta Inc. | Reduce -73.4% | 0.27% | −0.93 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.52 |
| HEWJ Isha Curr Hedged MSCI Japan | Sold out | 0.00% | −0.26 |
| FDX FedEx Corp. | Reduce -22.3% | 0.48% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 1.18% | −0.22 |
| DXCM Dexcom Inc. | Reduce -0.4% | 0.25% | −0.21 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.19 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.14 |
| AMD Advanced Micro Devices | Reduce -7.7% | 0.73% | −0.12 |
| AMGN Amgen Inc. | Reduce -0.1% | 1.85% | −0.10 |
| IPO Renaissance Ipo ETF | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Reduce -7.8% | 0.24% | −0.10 |
| MLM Martin Marietta Materials | Reduce -6.9% | 0.55% | −0.10 |
| NVT Nvent Electric PLC | Reduce -6.0% | 0.36% | −0.09 |
| DIS The Walt Disney Co. | Reduce -2.7% | 0.60% | −0.09 |
| EMR Emerson Electric Co. | Reduce -8.1% | 0.46% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -6.8% | 0.61% | −0.08 |
| NFLX Netflix Inc. | Reduce -7.4% | 0.62% | −0.07 |
| MAR Marriott International Class A | Reduce -8.7% | 0.46% | −0.07 |
| XLE SS Energy Select Sector | Reduce -13.0% | 0.24% | −0.07 |
| BKNG Booking Holdings Inc. | Reduce -9.0% | 0.54% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.47% | −0.06 |
| HON Honeywell International Inc. | Reduce -13.6% | 0.18% | −0.06 |
| LNG Cheniere Energy Inc. | Reduce -0.1% | 0.82% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -9.1% | 0.27% | −0.05 |
| EPD Enterprise Products Partners | Reduce -9.8% | 0.16% | −0.03 |
| STWD Starwood Property Trust Inc. | Reduce -10.4% | 0.10% | −0.01 |
| NOW ServiceNow Inc. | Reduce -6.9% | 0.47% | −0.01 |
| PFE Pfizer Inc. | Reduce -2.1% | 0.11% | −0.01 |
| KO The Coca-Cola Co. | Reduce -3.8% | 0.56% | −0.00 |
| WMT Walmart Inc. | Reduce -5.6% | 1.27% | +0.04 |
| URI United Rentals Inc. | Reduce -3.7% | 0.74% | +0.07 |
Portfolio Buys Q2 2024 → Q3 2024
| BLDR Builders Firstsource Inc. | Add +3.2% | 4.47% | +1.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.7% | 7.14% | +0.46 |
| VTI VG Morningstar TS MKT ETF-US | Add +34.6% | 1.89% | +0.45 |
| ET Energy Transfer LP | New | 0.40% | +0.40 |
| AAPL Apple Inc. | Add +4.5% | 6.38% | +0.37 |
| GDX Vaneck Gold Miners ETF | New | 0.33% | +0.33 |
| META Meta Platforms Inc. Class A | New | 0.30% | +0.30 |
| FNF Fidelity National Financial | Add +0.2% | 2.21% | +0.30 |
| KNF Knife River Corp. | Add +2.1% | 1.80% | +0.30 |
| ESAB Esab Corp. | Add +9.0% | 2.00% | +0.23 |
| GLW Corning Inc. | Add +5.3% | 1.97% | +0.22 |
| ZBRA Zebra Technologies Corp. Class A | Add +0.2% | 2.16% | +0.20 |
| MCD McDonald's Corp. | Add +3.7% | 1.64% | +0.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +36.3% | 0.64% | +0.18 |
| HD Home Depot Inc. | Add +3.4% | 1.52% | +0.16 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.15% | +0.15 |
| NCDL Nuveen Churchill Direct Lend | New | 0.15% | +0.15 |
| DUK Duke Energy Corp. | Add +107.9% | 0.24% | +0.13 |
| DE Deere & Co. | Add +10.6% | 1.06% | +0.13 |
| JNJ Johnson & Johnson | Add +3.1% | 2.54% | +0.12 |
| XLK SS Technology Select Sector | Add +21.2% | 1.11% | +0.11 |
| HACK Amplify Cybersecurity ETF | New | 0.10% | +0.10 |
| TJX TJX Companies Inc. | New | 0.10% | +0.10 |
| ADBE Adobe Inc. | New | 0.09% | +0.09 |
| DHR Danaher Corp. | Add +1.5% | 2.54% | +0.09 |
| MDU Mdu Resources Group Inc. | Add +3.5% | 2.27% | +0.09 |
| COST Costco Wholesale Corp. | Add +7.6% | 2.77% | +0.08 |
| CL Colgate-Palmolive Co. | New | 0.08% | +0.08 |
| NSC Norfolk Southern Corp. | New | 0.08% | +0.08 |
| TGT Target Corp. | New | 0.08% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +44.4% | 0.25% | +0.08 |
| ADP Automatic Data Processing | Add +22.0% | 0.33% | +0.08 |
| STEW SRH Total Return Fund Inc. | New | 0.07% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.6% | 0.59% | +0.05 |
| ABT Abbott Laboratories | Add +8.7% | 0.55% | +0.05 |
| MOAT Vaneck Morningstar Wide Moat | Add +6.3% | 0.51% | +0.04 |
| CP Canadian Pacific Kansas City | Add +2.3% | 1.86% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.1% | 0.38% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +8.3% | 0.24% | +0.03 |
| MKL Markel Group Inc. | Add +10.9% | 1.94% | +0.03 |
| XLI SS Industrial Select Sector | Add +8.2% | 0.28% | +0.03 |
| V Visa Inc. Class A | Add +5.0% | 2.31% | +0.02 |
| GVIP Gold Sachs Hedge Ind Vip ETF | Add +4.8% | 0.55% | +0.02 |
| NVDA Nvidia Corp. | Add +11.8% | 1.83% | +0.02 |
| PG The Procter & Gamble Co. | Add +19.1% | 0.12% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +5.8% | 0.27% | +0.01 |
| VHT Vanguard Health Care ETF | Add +3.7% | 0.57% | +0.01 |
| PEP Pepsico Inc. | Add +5.7% | 0.42% | +0.00 |
| ZS Zscaler Inc. | Add +5.0% | 0.17% | −0.03 |
| FNV Franco-Nevada Corp. | Add +1.8% | 1.47% | −0.03 |
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 |