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Hudson Value Partners, LLC
RIA/Wealth
Hudson Value Partners, LLC is a RIA/Wealth based in Palm Beach, FL led by Paul William Davis, reporting $530.7M in AUM as of Q3 2025 with BRK.B as the largest holding (7% allocation).
Managing PartnerPaul William Davis
- Portfolio Value
- $318.6M
- Positions
- 106
- Top Holding
- BRK.B at 6.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hudson Value Partners, LLC's portfolio (37.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $21.6M | 6.79% | -$123.2K Sold | 0.00% 43.0K shares | |
Internet Content & Information Communication Services | $18.2M | 5.72% | -$62.2K Sold | 0.00% 75.0K shares | |
Consumer Electronics Technology | $16.9M | 5.31% | -$251.8K Sold | 0.00% 66.4K shares | |
Software - Infrastructure Technology | $16.2M | 5.07% | +$230.5K Bought | 0.00% 31.2K shares | |
Semiconductors Technology | $9.6M | 3.00% | +$233.2K Bought | 0.00% 51.2K shares | |
Financial - Credit Services Financial Services | $7.9M | 2.49% | -$36.2K Sold | 0.00% 23.2K shares | |
Internet Content & Information Communication Services | $7.9M | 2.47% | — | 0.00% 32.3K shares | |
Discount Stores Consumer Defensive | $7.6M | 2.39% | +$95.3K Bought | 0.00% 8.2K shares | |
Unknown Unknown | $7.4M | 2.32% | +$66.8K Bought | — 7.6K shares | |
Hardware, Equipment & Parts Technology | $7.3M | 2.28% | -$1.7M Sold | 0.01% 88.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hudson Value Partners, LLC's latest filing
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Market Value
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Hudson Value Partners, LLC
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