# EDGAR Filing Document

**Accession Number:** 0001840501
**File Stem:** 0001840501-25-000009
**Filing Date:** 2025-10
**Character Count:** 15349
**Document Hash:** a04ae8b62a39747108f75f958f091a94
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001840501-25-000009.hdr.sgml**: 20251030

**ACCESSION NUMBER**: 0001840501-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251030

**DATE AS OF CHANGE**: 20251030

**EFFECTIVENESS DATE**: 20251030

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hudson Value Partners, LLC
- **CENTRAL INDEX KEY:** 0001840501

**ORGANIZATION NAME:**
- **EIN:** 834682446
- **STATE OF INCORPORATION:** NJ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21041
- **FILM NUMBER:** 251435189

**BUSINESS ADDRESS:**
- **STREET 1:** 2875 SOUTH OCEAN BLVD
- **STREET 2:** SUITE 200-26
- **CITY:** PALM BEACH
- **STATE:** FL
- **ZIP:** 33480
- **BUSINESS PHONE:** 646-343-9773

**MAIL ADDRESS:**
- **STREET 1:** 2875 SOUTH OCEAN BLVD
- **STREET 2:** SUITE 200-26
- **CITY:** PALM BEACH
- **STATE:** FL
- **ZIP:** 33480

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hudson Value Partners LLC<br>**Address:** 2875 SOUTH OCEAN BLVD<br>SUITE 200-26<br>PALM BEACH, FL 33480

**Form 13F File Number:** 028-21041

**CRD Number (if applicable):** 000301325

**SEC File Number (if applicable):** 801-115202

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher Davis<br>**Title:** CCO and Managing Member<br>**Phone:** 646-343-9773

**Signature, Place, and Date of Signing:**

Christopher Davis  Palm Beach, FL  10-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $322954624

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ZSCALER INC COM | Stock | 98980G102 |  | 722780 | 2412 | SH |  | SOLE |  | 2412 | 0 | 0 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 |  | 3356719 | 11296 | SH |  | SOLE |  | 11296 | 0 | 0 |
| WHITE MTNS INS GROUP LTD COM | Stock | G9618E107 |  | 344333 | 206 | SH |  | SOLE |  | 206 | 0 | 0 |
| WALMART INC COM | Stock | 931142103 |  | 3364291 | 32644 | SH |  | SOLE |  | 32644 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 7932988 | 23238 | SH |  | SOLE |  | 23238 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET ETF | CALL | 922908909 |  | 3281700 | 1000 | SH | Call | SOLE |  | 0 | 0 | 1000 |
| VANGUARD TOTAL STOCK MARKET ETF | CALL | 922908909 |  | 393804 | 1200 | SH | Call | SOLE |  | 0 | 0 | 1200 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 6755464 | 20585 | SH |  | SOLE |  | 20585 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 487454 | 796 | SH |  | SOLE |  | 796 | 0 | 0 |
| VANGUARD RUSSELL 2000 ETF | ETF | 92206C664 |  | 1315337 | 13446 | SH |  | SOLE |  | 13446 | 0 | 0 |
| VANECK GOLD MINERS ETF | ETF | 92189F106 |  | 1076257 | 14087 | SH |  | SOLE |  | 14087 | 0 | 0 |
| UNITED RENTALS INC COM | Stock | 911363109 |  | 2126982 | 2228 | SH |  | SOLE |  | 2228 | 0 | 0 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 |  | 2643525 | 26983 | SH |  | SOLE |  | 26983 | 0 | 0 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 274048 | 1896 | SH |  | SOLE |  | 1896 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 5148002 | 10614 | SH |  | SOLE |  | 10614 | 0 | 0 |
| TESLA INC COM | Stock | 88160R101 |  | 1079138 | 2426 | SH |  | SOLE |  | 2426 | 0 | 0 |
| TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 81369Y803 |  | 3679709 | 13055 | SH |  | SOLE |  | 13055 | 0 | 0 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 1652126 | 2480 | SH |  | SOLE |  | 2480 | 0 | 0 |
| SPDR GOLD SHARES | ETF | 78463V107 |  | 248829 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| SERVICENOW INC COM | Stock | 81762P102 |  | 1246979 | 1355 | SH |  | SOLE |  | 1355 | 0 | 0 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 |  | 426763 | 759 | SH |  | SOLE |  | 759 | 0 | 0 |
| QXO INC COM NEW | Stock | 82846H405 |  | 1907754 | 100092 | SH |  | SOLE |  | 100092 | 0 | 0 |
| QUALCOMM INC COM | Stock | 747525103 |  | 5378918 | 32333 | SH |  | SOLE |  | 32333 | 0 | 0 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 391808 | 2550 | SH |  | SOLE |  | 2550 | 0 | 0 |
| PPG INDS INC COM | Stock | 693506107 |  | 295780 | 2814 | SH |  | SOLE |  | 2814 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 676921 | 4820 | SH |  | SOLE |  | 4820 | 0 | 0 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 |  | 300986 | 397 | SH |  | SOLE |  | 397 | 0 | 0 |
| ORACLE CORP COM | Stock | 68389X105 |  | 268584 | 955 | SH |  | SOLE |  | 955 | 0 | 0 |
| NVIDIA CORPORATION COM | CALL | 67066G904 |  | 186580 | 1000 | SH | Call | SOLE |  | 0 | 0 | 1000 |
| NVIDIA CORPORATION COM | CALL | 67066G904 |  | 186580 | 1000 | SH | Call | SOLE |  | 0 | 0 | 1000 |
| NVIDIA CORPORATION COM | CALL | 67066G904 |  | 149264 | 800 | SH | Call | SOLE |  | 0 | 0 | 800 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 9556608 | 51219 | SH |  | SOLE |  | 51219 | 0 | 0 |
| NVENT ELECTRIC PLC SHS | Stock | G6700G107 |  | 1151622 | 11675 | SH |  | SOLE |  | 11675 | 0 | 0 |
| NUVEEN CHURCHILL DIRECT LENDIN COM SHS | CEF | 67090S108 |  | 520536 | 37720 | SH |  | SOLE |  | 37720 | 0 | 0 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 |  | 255349 | 850 | SH |  | SOLE |  | 850 | 0 | 0 |
| NETFLIX INC COM | Stock | 64110L106 |  | 2195223 | 1831 | SH |  | SOLE |  | 1831 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 16150199 | 31181 | SH |  | SOLE |  | 31181 | 0 | 0 |
| METLIFE INC COM | Stock | 59156R108 |  | 214162 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 2734097 | 3723 | SH |  | SOLE |  | 3723 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 4937686 | 58831 | SH |  | SOLE |  | 58831 | 0 | 0 |
| MDU RES GROUP INC COM | Stock | 552690109 |  | 6037964 | 339021 | SH |  | SOLE |  | 339021 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 3849071 | 12666 | SH |  | SOLE |  | 12666 | 0 | 0 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 |  | 1481158 | 2350 | SH |  | SOLE |  | 2350 | 0 | 0 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 |  | 1152447 | 4425 | SH |  | SOLE |  | 4425 | 0 | 0 |
| MARKEL GROUP INC COM | Stock | 570535104 |  | 6705336 | 3508 | SH |  | SOLE |  | 3508 | 0 | 0 |
| KRANESHARES CSI CHINA INTERNET ETF | CALL | 500767906 |  | 42010 | 1000 | SH | Call | SOLE |  | 0 | 0 | 1000 |
| KRANESHARES CSI CHINA INTERNET ETF | ETF | 500767306 |  | 863737 | 20560 | SH |  | SOLE |  | 20560 | 0 | 0 |
| KNIFE RIVER CORP COMMON STOCK | Stock | 498894104 |  | 4145368 | 53927 | SH |  | SOLE |  | 53927 | 0 | 0 |
| KKR  CO INC COM | Stock | 48251W104 |  | 1018158 | 7835 | SH |  | SOLE |  | 7835 | 0 | 0 |
| JPMORGAN INCOME ETF | ETF | 46641Q159 |  | 368113 | 7931 | SH |  | SOLE |  | 7931 | 0 | 0 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 4860461 | 15409 | SH |  | SOLE |  | 15409 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 6468748 | 34887 | SH |  | SOLE |  | 34887 | 0 | 0 |
| ISHARES U.S. BROKER-DEALERS  SECURITIES EXCHANGES ETF | ETF | 464288794 |  | 946148 | 5349 | SH |  | SOLE |  | 5349 | 0 | 0 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 |  | 256538 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| ISHARES MSCI BRAZIL ETF | ETF | 464286400 |  | 1100619 | 35503 | SH |  | SOLE |  | 35503 | 0 | 0 |
| IPATH SERIES B S 500 VIX SHORT-TERM FUTURES ETN | ETF | 06748M196 |  | 437944 | 13207 | SH |  | SOLE |  | 13207 | 0 | 0 |
| INVESCO S 500 EQUAL WEIGHT ETF | ETF | 46137V357 |  | 684058 | 3606 | SH |  | SOLE |  | 3606 | 0 | 0 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 975601 | 1625 | SH |  | SOLE |  | 1625 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 331538 | 1175 | SH |  | SOLE |  | 1175 | 0 | 0 |
| INDUSTRIAL SELECT SECTOR SPDR FUND | ETF | 81369Y704 |  | 1037602 | 6727 | SH |  | SOLE |  | 6727 | 0 | 0 |
| IDEXX LABS INC COM | Stock | 45168D104 |  | 223612 | 350 | SH |  | SOLE |  | 350 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 1339153 | 3305 | SH |  | SOLE |  | 3305 | 0 | 0 |
| GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | ETF | 381430545 |  | 2360376 | 15401 | SH |  | SOLE |  | 15401 | 0 | 0 |
| FRANCO NEV CORP COM | Stock | 351858105 |  | 7129553 | 31984 | SH |  | SOLE |  | 31984 | 0 | 0 |
| FIDELITY NATIONAL FINANCIAL IN COM SHS | Stock | 31620R303 |  | 6309470 | 104306 | SH |  | SOLE |  | 104306 | 0 | 0 |
| FEDEX CORP COM | Stock | 31428X106 |  | 1056665 | 4481 | SH |  | SOLE |  | 4481 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 724419 | 6425 | SH |  | SOLE |  | 6425 | 0 | 0 |
| EVERUS CONSTR GROUP COM | Stock | 300426103 |  | 6782947 | 79101 | SH |  | SOLE |  | 79101 | 0 | 0 |
| ESAB CORPORATION COM | Stock | 29605J106 |  | 5449560 | 48770 | SH |  | SOLE |  | 48770 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | 293792107 |  | 294970 | 9433 | SH |  | SOLE |  | 9433 | 0 | 0 |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | 29273V100 |  | 1111539 | 64775 | SH |  | SOLE |  | 64775 | 0 | 0 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 81369Y506 |  | 521299 | 5835 | SH |  | SOLE |  | 5835 | 0 | 0 |
| EMERSON ELEC CO COM | Stock | 291011104 |  | 1425271 | 10865 | SH |  | SOLE |  | 10865 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 2113510 | 2770 | SH |  | SOLE |  | 2770 | 0 | 0 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 |  | 572344 | 4625 | SH |  | SOLE |  | 4625 | 0 | 0 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 23345M107 |  | 299722 | 2651 | SH |  | SOLE |  | 2651 | 0 | 0 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 920809 | 8042 | SH |  | SOLE |  | 8042 | 0 | 0 |
| DEXCOM INC COM | Stock | 252131107 |  | 402394 | 5980 | SH |  | SOLE |  | 5980 | 0 | 0 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 |  | 6247095 | 44065 | SH |  | SOLE |  | 44065 | 0 | 0 |
| DEERE  CO COM | Stock | 244199105 |  | 3677742 | 8043 | SH |  | SOLE |  | 8043 | 0 | 0 |
| DANAHER CORPORATION COM | Stock | 235851102 |  | 1032935 | 5210 | SH |  | SOLE |  | 5210 | 0 | 0 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 |  | 2449448 | 4995 | SH |  | SOLE |  | 4995 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 7601274 | 8212 | SH |  | SOLE |  | 8212 | 0 | 0 |
| CORNING INC COM | Stock | 219350105 |  | 7263592 | 88548 | SH |  | SOLE |  | 88548 | 0 | 0 |
| COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 81369Y852 |  | 2720351 | 22981 | SH |  | SOLE |  | 22981 | 0 | 0 |
| COCA COLA CO COM | Stock | 191216100 |  | 1206427 | 18191 | SH |  | SOLE |  | 18191 | 0 | 0 |
| CITIGROUP INC COM NEW | Stock | 172967424 |  | 200970 | 1980 | SH |  | SOLE |  | 1980 | 0 | 0 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 553609 | 3565 | SH |  | SOLE |  | 3565 | 0 | 0 |
| CHART INDS INC COM | Stock | 16115Q308 |  | 1349011 | 6740 | SH |  | SOLE |  | 6740 | 0 | 0 |
| CATERPILLAR INC COM | Stock | 149123101 |  | 238575 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 13646K108 |  | 3446817 | 46264 | SH |  | SOLE |  | 46264 | 0 | 0 |
| CANADIAN IMPERIAL BANK OF COMM COM | Stock | 136069101 |  | 1005176 | 12582 | SH |  | SOLE |  | 12582 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 |  | 7171695 | 59148 | SH |  | SOLE |  | 59148 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 742298 | 2250 | SH |  | SOLE |  | 2250 | 0 | 0 |
| BOEING CO COM | Stock | 097023105 |  | 608641 | 2820 | SH |  | SOLE |  | 2820 | 0 | 0 |
| BITWISE BITCOIN ETF TRUST | ETF | 09174C104 |  | 820472 | 13186 | SH |  | SOLE |  | 13186 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 21625238 | 43015 | SH |  | SOLE |  | 43015 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 895175 | 3050 | SH |  | SOLE |  | 3050 | 0 | 0 |
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 047726104 |  | 3996267 | 87888 | SH |  | SOLE |  | 87888 | 0 | 0 |
| ASML HOLDING N V N Y REGISTRY SHS | ADR | N07059210 |  | 7394271 | 7638 | SH |  | SOLE |  | 7638 | 0 | 0 |
| APPLIED MATLS INC COM | Stock | 038222105 |  | 229309 | 1120 | SH |  | SOLE |  | 1120 | 0 | 0 |
| APPLE INC COM | CALL | 037833900 |  | 76389 | 300 | SH | Call | SOLE |  | 0 | 0 | 300 |
| APPLE INC COM | Stock | 037833100 |  | 16904823 | 66389 | SH |  | SOLE |  | 66389 | 0 | 0 |
| AMPLIFY CYBERSECURITY ETF | ETF | 032108664 |  | 329840 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| AMGEN INC COM | Stock | 031162100 |  | 5634970 | 19968 | SH |  | SOLE |  | 19968 | 0 | 0 |
| AMENTUM HOLDINGS INC COM | Stock | 023939101 |  | 4450527 | 185825 | SH |  | SOLE |  | 185825 | 0 | 0 |
| AMAZON COM INC COM | Stock | 023135106 |  | 4019448 | 18306 | SH |  | SOLE |  | 18306 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 7869344 | 32311 | SH |  | SOLE |  | 32311 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 18226179 | 74974 | SH |  | SOLE |  | 74974 | 0 | 0 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 01609W102 |  | 2628940 | 14709 | SH |  | SOLE |  | 14709 | 0 | 0 |
| AIRBNB INC COM CL A | Stock | 009066101 |  | 450590 | 3711 | SH |  | SOLE |  | 3711 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 1625990 | 10050 | SH |  | SOLE |  | 10050 | 0 | 0 |
| ABBOTT LABS COM | Stock | 002824100 |  | 1445079 | 10789 | SH |  | SOLE |  | 10789 | 0 | 0 |

---