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Size ($ in 1000's)
At 12/31/2023: $215,053 At 09/30/2023: $190,442
Hudson Value Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hudson Value Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Hudson Value Partners LLC top holdings by largest position size, as per the latest 13f filing made by Hudson Value Partners LLC.
In the Hudson Value Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Hudson Value Partners LLC in that top holding, then the share count change between reporting periods, and finally the Hudson Value Partners LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
BERKSHIRE HATHAWAY INC DEL CL B NEW |
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$14,062 | BRK.B | 39,428 | +472 | $14,062 | APPLE INC COM |
63,321 |
-503 |
$12,191 | AAPL | 63,321 | -503 | $12,191 | MICROSOFT CORP COM |
24,795 |
+560 |
$9,324 | MSFT | 24,795 | +560 | $9,324 | BUILDERS FIRSTSOURCE INC COM |
55,598 |
-37 |
$9,282 | BLDR | 55,598 | -37 | $9,282 | ALPHABET INC CAP STK CL A |
52,836 |
+73 |
$7,381 | GOOGL | 52,836 | +73 | $7,381 | JOHNSON & JOHNSON COM |
34,985 |
-1,898 |
$5,484 | JNJ | 34,985 | -1,898 | $5,484 | CHEVRON CORP NEW COM |
36,299 |
+10,392 |
$5,414 | CVX | 36,299 | +10,392 | $5,414 | VISA INC COM CL A |
20,656 |
+298 |
$5,378 | V | 20,656 | +298 | $5,378 | DANAHER CORPORATION COM |
22,669 |
+7,020 |
$5,244 | DHR | 22,669 | +7,020 | $5,244 | COSTCO WHSL CORP NEW COM |
7,480 |
-16 |
$4,937 | COST | 7,480 | -16 | $4,937 | MERCK & CO INC COM |
44,489 |
+1,794 |
$4,850 | MRK | 44,489 | +1,794 | $4,850 | QUALCOMM INC COM |
32,918 |
-120 |
$4,761 | QCOM | 32,918 | -120 | $4,761 | ALPHABET INC CAP STK CL C |
33,410 |
+350 |
$4,708 | GOOG | 33,410 | +350 | $4,708 | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM |
89,013 |
+495 |
$4,541 | FNF | 89,013 | +495 | $4,541 | MDU RES GROUP INC COM |
210,026 |
+45,782 |
$4,159 | MDU | 210,026 | +45,782 | $4,159 | MARKEL GROUP INC COM |
2,883 |
+146 |
$4,094 | MKL | 2,883 | +146 | $4,094 | ESAB CORPORATION COM |
45,540 |
-13,955 |
$3,945 | ESAB | 45,540 | -13,955 | $3,945 | AMGEN INC COM |
13,330 |
+8,510 |
$3,839 | AMGN | 13,330 | +8,510 | $3,839 | CELANESE CORP DEL COM |
23,065 |
-185 |
$3,584 | CE | 23,065 | -185 | $3,584 | AZENTA INC COM |
53,652 |
-662 |
$3,495 | AZTA | 53,652 | -662 | $3,495 | ZEBRA TECHNOLOGIES CORPORATION CL A |
12,714 |
-603 |
$3,475 | ZBRA | 12,714 | -603 | $3,475 | AIR PRODS & CHEMS INC COM |
12,143 |
+88 |
$3,325 | APD | 12,143 | +88 | $3,325 | HOME DEPOT INC COM |
9,328 |
-61 |
$3,233 | HD | 9,328 | -61 | $3,233 | KNIFE RIVER CORP COMMON STOCK |
47,962 |
+9,418 |
$3,174 | KNF | 47,962 | +9,418 | $3,174 | DEERE & CO COM |
7,930 |
-262 |
$3,171 | DE | 7,930 | -262 | $3,171 | AMAZON COM INC COM |
20,281 |
-526 |
$3,081 | AMZN | 20,281 | -526 | $3,081 | CVS HEALTH CORP COM |
38,552 |
-1,551 |
$3,044 | CVS | 38,552 | -1,551 | $3,044 | CORNING INC COM |
95,792 |
+722 |
$2,917 | GLW | 95,792 | +722 | $2,917 | L3HARRIS TECHNOLOGIES INC COM |
12,881 |
+46 |
$2,713 | LHX | 12,881 | +46 | $2,713 | CHENIERE ENERGY INC COM NEW |
15,550 |
+6,284 |
$2,655 | LNG | 15,550 | +6,284 | $2,655 | VANGUARD TOTAL STOCK MARKET ETF (VTI) |
11,102 |
-1,774 |
$2,634 | VTI | 11,102 | -1,774 | $2,634 | MCDONALDS CORP COM |
8,750 |
+3,572 |
$2,594 | MCD | 8,750 | +3,572 | $2,594 | JPMORGAN CHASE & CO COM |
14,609 |
+76 |
$2,485 | JPM | 14,609 | +76 | $2,485 | WALMART INC COM |
15,292 |
+362 |
$2,411 | WMT | 15,292 | +362 | $2,411 | SS&C TECHNOLOGIES HLDGS INC COM |
39,256 |
-997 |
$2,399 | SSNC | 39,256 | -997 | $2,399 | CME GROUP INC COM |
11,283 |
-18 |
$2,376 | CME | 11,283 | -18 | $2,376 | ADVANCED MICRO DEVICES INC COM |
13,610 |
+563 |
$2,006 | AMD | 13,610 | +563 | $2,006 | TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) |
9,342 |
+1,286 |
$1,798 | XLK | 9,342 | +1,286 | $1,798 | NVIDIA CORPORATION COM |
3,526 |
+68 |
$1,746 | NVDA | 3,526 | +68 | $1,746 | UNITED RENTALS INC COM |
2,950 |
-130 |
$1,692 | URI | 2,950 | -130 | $1,692 | MKS INSTRS INC COM |
15,917 |
-363 |
$1,637 | MKSI | 15,917 | -363 | $1,637 | MARTIN MARIETTA MATLS INC COM |
3,040 |
UNCH |
$1,517 | MLM | 3,040 | UNCH | $1,517 | DISNEY WALT CO COM |
16,439 |
-445 |
$1,484 | DIS | 16,439 | -445 | $1,484 | FEDEX CORP COM |
5,785 |
+1,044 |
$1,463 | FDX | 5,785 | +1,044 | $1,463 | NETFLIX INC COM |
2,956 |
UNCH |
$1,439 | NFLX | 2,956 | UNCH | $1,439 | BOOKING HOLDINGS INC COM |
405 |
-1 |
$1,437 | BKNG | 405 | -1 | $1,437 | VANGUARD HEALTH CARE ETF (VHT) |
5,680 |
+1,006 |
$1,424 | VHT | 5,680 | +1,006 | $1,424 | WORKDAY INC CL A |
5,135 |
+40 |
$1,418 | WDAY | 5,135 | +40 | $1,418 | UBER TECHNOLOGIES INC COM |
22,975 |
-6,475 |
$1,415 | UBER | 22,975 | -6,475 | $1,415 | SPDR S&P 500 ETF TRUST (SPY) |
2,685 |
-816 |
$1,276 | SPY | 2,685 | -816 | $1,276 |
See Full List: All Stocks Held By Hudson Value Partners LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Hudson Value Partners LLC
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