Latest Hudson Value Partners, LLC Stock Portfolio
Hudson Value Partners, LLC Performance:
2024 Q4: -0.53%YTD: 12.6%2023: 17.25%
Performance for 2024 Q4 is -0.53%, and YTD is 12.6%, and 2023 is 17.25%.
About Hudson Value Partners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hudson Value Partners, LLC reported an equity portfolio of $268.7 Millions as of 31 Dec, 2024.
The top stock holdings of Hudson Value Partners, LLC are . The fund has invested 1.8% of it's portfolio in EVERUS CONSTR GROUP and NA% of portfolio in NA.
Hudson Value Partners, LLC opened new stock positions in EVERUS CONSTR GROUP.
The top stock holdings of Hudson Value Partners, LLC are . The fund has invested 1.8% of it's portfolio in EVERUS CONSTR GROUP and NA% of portfolio in NA.
Hudson Value Partners, LLC opened new stock positions in EVERUS CONSTR GROUP.
Hudson Value Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Hudson Value Partners, LLC made a return of -0.53% in the last quarter. In trailing 12 months, it's portfolio return was 12.6%.
New Buys
| Ticker | $ Bought |
|---|---|
| everus constr group | 4,925,730 |
| chart inds inc com | 1,286,260 |
| vaneck semiconductor etf | 721,400 |
| ishares u.s. broker-dealers & securities exchanges etf | 557,938 |
| bitwise bitcoin etf trust | 370,258 |
| tesla inc com | 235,479 |
| palantir technologies inc cl a | 218,523 |
New stocks bought by Hudson Value Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| asml holding n v n y registry shs | 994 |
| nuveen churchill direct lendin com shs | 98.78 |
| meta platforms inc cl a | 79.38 |
| vanguard total stock market etf | 68.93 |
| procter and gamble co com | 41.2 |
| unitedhealth group inc com | 35.27 |
| nvidia corporation com | 30.7 |
| honeywell intl inc com | 24.6 |
Additions to existing portfolio by Hudson Value Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| mks instrs inc com | -82.08 |
| enterprise prods partners l p com | -52.19 |
| vaneck gold miners etf | -46.09 |
| canadian pacific kansas city com | -41.98 |
| disney walt co com | -36.99 |
| boeing co com | -29.41 |
| vanguard health care etf | -25.16 |
| energy select sector spdr fund | -21.43 |
Hudson Value Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| comcast corp new cl a | -590,502 |
| vaneck morningstar wide moat etf | -1,319,430 |
| starwood ppty tr inc com | -269,016 |
| pfizer inc com | -288,908 |
| spdr s&p oil & gas exploration & production etf | -1,053,480 |
| colgate palmolive co com | -211,772 |
| allstate corp com | -353,508 |
| target corp com | -204,021 |
Hudson Value Partners, LLC got rid off the above stocks
Sector Distribution
Hudson Value Partners, LLC has about 23.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 23.3 |
| Others | 22.8 |
| Industrials | 11.9 |
| Healthcare | 9.1 |
| Communication Services | 9.1 |
| Financial Services | 8.3 |
| Consumer Cyclical | 5.7 |
| Consumer Defensive | 5.2 |
| Energy | 3.8 |
Market Cap. Distribution
Hudson Value Partners, LLC has about 72.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 42.8 |
| LARGE-CAP | 29.7 |
| UNALLOCATED | 22.8 |
| MID-CAP | 4.6 |
Stocks belong to which Index?
About 61% of the stocks held by Hudson Value Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 61 |
| Others | 38.4 |
Hudson Value Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hudson Value Partners, LLC
Hudson Value Partners, LLC has 92 stocks in it's portfolio. About 40.9% of the portfolio is in top 10 stocks. BLDR proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Hudson Value Partners, LLC last quarter.
Last Reported on: 03 Feb, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 6.50 | 69,796 | 17,478,500 | reduced | -0.96 | ||
| AAXJ | ishares u.s. broker-dealers & securities exchanges etf | 0.21 | 3,869 | 557,938 | new | |||
| ABT | abbott labs com | 0.48 | 11,514 | 1,302,350 | reduced | -6.49 | ||
| ADBE | adobe inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADP | automatic data processing inc com | 0.33 | 3,050 | 892,827 | unchanged | 0.00 | ||
| AFK | vaneck semiconductor etf | 0.27 | 2,968 | 721,400 | new | |||
| AFK | vaneck gold miners etf | 0.15 | 11,548 | 391,088 | reduced | -46.09 | ||
| AFK | vaneck morningstar wide moat etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALL | allstate corp com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMAT | applied matls inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMD | advanced micro devices inc com | 0.50 | 11,215 | 1,354,660 | reduced | -2.61 | ||
| AMGN | amgen inc com | 1.54 | 15,856 | 4,132,710 | added | 7.24 | ||
| AMLX | amplify cybersecurity etf | 0.12 | 4,250 | 316,583 | added | 11.84 | ||
| AMZN | amazon com inc com | 1.52 | 18,604 | 4,081,550 | added | 13.86 | ||
| AVGO | broadcom inc com | 0.26 | 3,050 | 707,112 | reduced | -0.65 | ||
| AZTA | azenta inc com | 0.24 | 12,990 | 649,500 | reduced | -9.73 | ||
| BA | boeing co com | 0.19 | 2,820 | 499,140 | reduced | -29.41 | ||
| BIL | spdr s&p oil & gas exploration & production etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BKNG | booking holdings inc com | 0.53 | 286 | 1,420,970 | reduced | -14.11 | ||
| BLDR | builders firstsource inc com | 3.21 | 60,325 | 8,622,280 | added | 1.74 | ||