§ 13F · FUND PROFILE
Hudson Value Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289.8T (13F)Positions · 110Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | 74K | $23.2T | 6.9% | −2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 44K | $22.3T | 6.6% | +3% |
| 3 | AAPL | APPLE INC COM | 64K | $17.5T | 5.2% | −3% |
| 4 | MSFT | MICROSOFT CORP COM | 32K | $15.4T | 4.6% | +2% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 31K | $9.8T | 2.9% | −4% |
| 6 | NVDA | NVIDIA CORPORATION COM | 48K | $8.9T | 2.7% | −7% |
| 7 | ASML | ASML HOLDING N V N Y REGISTRY SHS | 8K | $8.3T | 2.5% | +1% |
| 8 | V | VISA INC COM CL A | 23K | $8.2T | 2.4% | ±0% |
| 9 | GLW | CORNING INC COM | 89K | $7.9T | 2.4% | +1% |
| 10 | MKL | MARKEL GROUP INC COM | 4K | $7.6T | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUDSON SIGNAL
AC read
Hudson Value Partners, LLC is a Other fund managing $289833.0 trillion in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed