IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Hudson Value Partners, LLC

Q1 2025 Holdings

Filed 2025-04-22 | 100 holdings | $266.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$22.6M42,4168.5%
Apple Inc COM(AAPL)Stock037833100$15.5M69,6395.8%
Microsoft Corp COM(MSFT)Stock594918104$12.2M32,3904.6%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$11.5M74,2294.3%
Costco Whsl Corp New COM(COST)Stock22160K105$8.8M9,2573.3%
Visa Inc COM CL A(V)Stock92826C839$8.1M23,1233.0%
Merck & Co Inc COM(MRK)Stock58933Y105$7.5M83,3112.8%
Builders Firstsource Inc COM(BLDR)Stock12008R107$7.4M59,0312.8%
Vanguard Total Stock Market ETF(VTI)ETF922908769$6.7M24,3262.5%
Johnson & Johnson COM(JNJ)Stock478160104$6.4M38,3242.4%
Markel Group Inc COM(MKL)Stock570535104$6.1M3,2882.3%
MDU RES Group Inc COM(MDU)Stock552690109$5.8M343,4292.2%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$5.8M89,0642.2%
Esab Corporation COM(ESAB)Stock29605J106$5.2M44,7042.0%
Qualcomm Inc COM(QCOM)Stock747525103$5.1M33,3181.9%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$5.1M32,6531.9%
Nvidia Corporation COM(NVDA)Stock67066G104$5.0M45,9531.9%
Corning Inc COM(GLW)Stock219350105$5.0M108,5441.9%
Franco NEV Corp COM(FNV)Stock351858105$5.0M31,5181.9%
Amgen Inc COM(AMGN)Stock031162100$4.9M15,7721.8%
Knife River Corp Common Stock(KNF)Stock498894104$4.8M52,6891.8%
Dell Technologies Inc CL C(DELL)Stock24703L202$4.1M44,8691.5%
Mcdonalds Corp COM(MCD)Stock580135101$4.0M12,7371.5%
Atlanta Braves Hldgs Inc COM SER A(BATRA)Stock047726104$3.8M87,3051.4%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$3.8M13,3401.4%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$3.8M15,3471.4%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$3.7M5,6231.4%
Amentum Holdings Inc COM(AMTM)Stock023939101$3.4M188,2831.3%
Amazon COM Inc COM(AMZN)Stock023135106$3.4M17,9531.3%
Walmart Inc COM(WMT)Stock931142103$3.3M37,7801.2%
Deere & Co COM(DE)Stock244199105$3.1M6,5571.2%
Everus Constr Group COM(ECG)Stock300426103$2.9M79,0141.1%
Canadian Pacific Kansas City COM(CP)Stock13646K108$2.9M41,5611.1%
Home Depot Inc COM(HD)Stock437076102$2.8M7,7111.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$2.8M13,5621.1%
ELI Lilly & Co COM(LLY)Stock532457108$2.0M2,4740.8%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$1.9M5,5200.7%
Uber Technologies Inc COM(UBER)Stock90353T100$1.9M26,5850.7%
Netflix Inc COM(NFLX)Stock64110L106$1.8M1,9710.7%
Vanguard Small Cap Value ETF(VBR)ETF922908611$1.8M9,6720.7%
Meta Platforms Inc CL A(META)Stock30303M102$1.5M2,6390.6%
Abbott Labs COM(ABT)Stock002824100$1.4M10,7890.5%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$1.4M2,5400.5%
United Rentals Inc COM(URI)Stock911363109$1.4M2,2280.5%
Vanguard Health Care ETF(VHT)ETF92204A504$1.3M5,0540.5%
Coca Cola Co COM(KO)Stock191216100$1.3M18,4660.5%
Booking Holdings Inc COM(BKNG)Stock09857L108$1.3M2810.5%
RIO Tinto PLC Sponsored ADR(RIO)ADR767204100$1.3M20,8840.5%
Goldman Sachs Hedge Industry VIP ETF(GVIP)ETF381430545$1.2M10,4390.5%
Energy Transfer L P COM UT LTD PTN(ET)Stock29273V100$1.2M64,7750.5%
Page 1 of 2Next