$206 Million is the total value of Hudson Value Partners, LLC's 115 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMAT | Exit | APPLIED MATLS INC COMstock | $0 | – | -1,640 | -100.0% | -0.12% | – |
EWL | Exit | ISHARES MSCI SWITZERLAND ETFetf | $0 | – | -11,125 | -100.0% | -0.28% | – |
SDGR | Exit | SCHRODINGER INC COMstock | $0 | – | -14,335 | -100.0% | -0.43% | – |
SHW | Exit | SHERWIN WILLIAMS CO COMstock | $0 | – | -3,840 | -100.0% | -0.59% | – |
CPLG | Exit | COREPOINT LODGING INC COMreit | $0 | – | -110,442 | -100.0% | -0.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW | 12 | Q3 2023 | 7.2% |
APPLE INC COM | 12 | Q3 2023 | 6.3% |
MICROSOFT CORP COM | 12 | Q3 2023 | 4.0% |
ALPHABET INC CAP STK CL A | 12 | Q3 2023 | 3.6% |
JOHNSON & JOHNSON COM | 12 | Q3 2023 | 3.6% |
ZEBRA TECHNOLOGIES CORPORATION CL A | 12 | Q3 2023 | 3.5% |
QUALCOMM INC COM | 12 | Q3 2023 | 3.2% |
BROOKS AUTOMATION INC NEW COM | 12 | Q3 2023 | 3.6% |
VISA INC COM CL A | 12 | Q3 2023 | 2.5% |
ALPHABET INC CAP STK CL C | 12 | Q3 2023 | 2.3% |
View Hudson Value Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-12 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-09 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-08 |
13F-HR | 2022-07-29 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-19 |
13F-HR | 2021-10-29 |
View Hudson Value Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.