Hudson Value Partners, LLC
CIK 1840501 · Holdings on Jun 30, 2025 · First reported Jul 18, 2025
Top ten holdings
Q2 2025- BRK.B7.26%
- MSFT5.28%
- AAPL4.77%
- GOOGL4.58%
- V2.86%
- COST2.77%
- NVDA2.73%
- BLDR2.43%
- MKL2.40%
- ASML2.09%
Share classes counted separately37.17%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.BWeight decreased · -1.23 pp8.49% → 7.26%Shares +844 (+1.99%)
- MRKWeight decreased · -1.12 pp2.81% → 1.69%Shares -21.63K (-25.96%)
- AAPLWeight decreased · -1.04 pp5.81% → 4.77%Shares -2.26K (-3.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $21.01M | 7.26% | 43.26K shares | 8.49% → 7.26%-1.23 pp +844 (+1.99%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORPStock View history and evidence | $15.29M | 5.28% | 30.74K shares | 4.57% → 5.28%+0.71 pp -1.65K (-5.11%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INCStock View history and evidence | $13.82M | 4.77% | 67.38K shares | 5.81% → 4.77%-1.04 pp -2.26K (-3.25%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL AStock View history and evidence | $13.26M | 4.58% | 75.23K shares | 4.31% → 4.58%+0.27 pp +1.00K (+1.35%) | Added | ↗▾ |
| 05 | VVISA INC-CLASS A SHARESStock View history and evidence | $8.29M | 2.86% | 23.34K shares | 3.05% → 2.86%-0.19 pp +221 (+0.96%) | Added | ↗▾ |
| 06 | COSTCOSTCO WHOLESALE CORPStock View history and evidence | $8.03M | 2.77% | 8.11K shares | 3.29% → 2.77%-0.52 pp -1.15K (-12.40%) | Reduced | ↗▾ |
| 07 | NVDANVIDIA CORPStock View history and evidence | $7.89M | 2.73% | 49.97K shares | 1.87% → 2.73%+0.86 pp +4.02K (+8.74%) | Added | ↗▾ |
| 08 | BLDRBUILDERS FIRSTSOURCE INCStock View history and evidence | $7.05M | 2.43% | 60.39K shares | 2.77% → 2.43%-0.34 pp +1.35K (+2.30%) | Added | ↗▾ |
| 09 | MKLMARKEL GROUP INCStock View history and evidence | $6.94M | 2.40% | 3.48K shares | 2.31% → 2.40%+0.09 pp +188 (+5.72%) | Added | ↗▾ |
| 10 | ASMLASML HOLDING NV-NY REG SHSADR View history and evidence | $6.07M | 2.09% | 7.57K shares | 1.40% → 2.09%+0.69 pp +1.95K (+34.61%) | Added | ↗▾ |
Options overlay 2
$289.85K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
NVDANVIDIA CORPOption View history and evidence | Call | 1.50K | $236.99K | +1.50K | ▾ |
GOOGLALPHABET INC-CL AOption View history and evidence | Call | 300 | $52.87K | +300 | ▾ |
2 / 2 options · preview only
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VBR VNGRD MRNGST SL-CP VAL ETF-U | Non-derivative | -9,672 | -$1.80M | SEC filing ↗ | SEC filing ↗ |
| RIO RIO TINTO PLC-SPON ADR | Non-derivative | -20,884 | -$1.25M | SEC filing ↗ | SEC filing ↗ |
| IBKR INTERACTIVE BROKERS GRO-CL A | Non-derivative | -1,779 | -$294.58K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1840501 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Jul 18, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 289832960
}Research all 109 reported holdings.
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