Hudson Value Partners, LLC
SEC Form 13F institutional filer · CIK 0001840501
13F-HR · 70 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
48.9%
Hudson Value Partners, LLC — $252M AUM allocation strategy
Hudson Value Partners, LLC files SEC Form 13F and reports $252M of long US equity value across 70 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.4%, followed by Financials 15.4% and Health Care 11.8%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hudson Value Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$252M
total across 70 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$OKE +23K sh · +$2.77M+$NOW +9.64K sh · +$672K+$AMD +5.02K sh · +$901K
Biggest trims (shares)
−$NVDA −10.3K sh · −$1.4M−$GOOGL −4.38K sh · −$2.12M−$BLDR −4.38K sh · −$1.6M
Exited to nil (held last quarter, gone now)
$VTWO ($1.37M last qtr)$IYY ($972K last qtr)$DUK ($544K last qtr)$PG ($379K last qtr)$PPG ($237K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services11.5%—
- Technology Hardware, Storage & Peripherals9.3%—
- Multi-Sector Holdings8.7%—
- Pharmaceuticals6.3%—
- Systems Software5.2%—
- Transaction & Payment Processing Services4.8%—
- Electronic Components4.7%—
- Semiconductors3.1%—
- Other holdings46.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 45.9K | $22M | +1.58K | 8.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 73.9K | $21.3M | +110 | 8.4% |
| $AAPL | Apple Inc | 63.4K | $16.1M | -973 | 6.4% |
| $MSFT | Microsoft Corporation | 35.5K | $13.1M | +3.73K | 5.2% |
| $GLW | Corning Incorporated | 88K | $12M | -1.42K | 4.8% |
| $JNJ | Johnson & Johnson | 35.7K | $8.72M | -389 | 3.5% |
| $NVDA | NVIDIA Corporation | 44.4K | $7.75M | -10.3K | 3.1% |
| $GOOGL | Alphabet Inc | 26.8K | $7.68M | -4.38K | 3.1% |
| $DELL | Dell Technologies Inc | 44.7K | $7.34M | +393 | 2.9% |
…and 61 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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