HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$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 | $1,276 |
See Full List: All Stocks Held By Hudson Value Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hudson Value Partners LLC
|
Size ($ 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 |
