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| Happy Holidays!! thanks for using AUM13F!! |
| Hudson Value Partners LLC
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| CRD # | 301325 |
| SEC # | 801-115202 |
| CIK # | 0001840501 |
| AUM | $530.7 M (2025-03-21) |
| Employees | 5 (80% Investors, 20% Brokers) |
| Phone | 646-343-9772 |
| Address | 2875 South Ocean Blvd Palm Beach, FL 33480 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.3 | ||
| Apple Inc | 13.8 | ||
| Alphabet Inc | 13.3 | ||
| VISA Inc | 8.3 | ||
| Costco Wholesale Corp /NEW | 8.0 | ||
| Nvidia Corp | 7.9 | ||
| Builders Firstsource Inc | 7.0 | ||
| Markel Corp | 6.9 | ||
| ASML Holding NV | 6.1 | ||
| MDU Resources Group Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | HVP Opportunities Fund LP | [2021-08-10] | 3.2 | 2.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 20.6 |
| (b) Individuals (high net worth individuals) | 110 | 501.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 477 | 530.7 |
| By Discretionary | ||
| Discretionary | 421 | 397.0 |
| Non-Discretionary | 56 | 133.8 |
| Total | 477 | 530.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.7 | |
| Total | 477 | 530.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Davis | 38 | ||
| Christopher Davis | 50 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840501] |
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