Hudson Value Partners, LLC Buys Jackson Financial Inc, MKS Instruments Inc, Financial Select Sector SPDR, Sells CorePoint Lodging Inc, Sherwin-Williams Co, Schrodinger Inc

Investment company Hudson Value Partners, LLC (Current Portfolio) buys Jackson Financial Inc, MKS Instruments Inc, Financial Select Sector SPDR, DT Midstream Inc, Sonos Inc, sells CorePoint Lodging Inc, Sherwin-Williams Co, Schrodinger Inc, iShares MSCI Switzerland ETF, Dow Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Hudson Value Partners, LLC. As of 2021Q4, Hudson Value Partners, LLC owns 115 stocks with a total value of $206 million. These are the details of the buys and sells.

For the details of Hudson Value Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hudson+value+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Hudson Value Partners, LLC
  1. Berkshire Hathaway Inc (BRK.B) - 33,195 shares, 4.81% of the total portfolio. Shares added by 1.26%
  2. Apple Inc (AAPL) - 49,061 shares, 4.22% of the total portfolio. Shares reduced by 4.07%
  3. Microsoft Corp (MSFT) - 21,770 shares, 3.55% of the total portfolio. Shares added by 1.14%
  4. Alphabet Inc (GOOGL) - 2,436 shares, 3.42% of the total portfolio. Shares reduced by 0.04%
  5. Zebra Technologies Corp (ZBRA) - 11,380 shares, 3.28% of the total portfolio. Shares added by 0.73%
New Purchase: Jackson Financial Inc (JXN)

Hudson Value Partners, LLC initiated holding in Jackson Financial Inc. The purchase prices were between $26.38 and $41.83, with an estimated average price of $33. The stock is now traded at around $42.650000. The impact to a portfolio due to this purchase was 2.47%. The holding were 121,570 shares as of 2021-12-31.

New Purchase: MKS Instruments Inc (MKSI)

Hudson Value Partners, LLC initiated holding in MKS Instruments Inc. The purchase prices were between $141.92 and $177.58, with an estimated average price of $156.73. The stock is now traded at around $171.480000. The impact to a portfolio due to this purchase was 0.78%. The holding were 9,280 shares as of 2021-12-31.

New Purchase: Financial Select Sector SPDR (XLF)

Hudson Value Partners, LLC initiated holding in Financial Select Sector SPDR. The purchase prices were between $37.36 and $40.43, with an estimated average price of $39.16. The stock is now traded at around $39.920000. The impact to a portfolio due to this purchase was 0.29%. The holding were 15,382 shares as of 2021-12-31.

New Purchase: DT Midstream Inc (DTM)

Hudson Value Partners, LLC initiated holding in DT Midstream Inc. The purchase prices were between $45.53 and $50.23, with an estimated average price of $47.91. The stock is now traded at around $51.650000. The impact to a portfolio due to this purchase was 0.28%. The holding were 11,856 shares as of 2021-12-31.

New Purchase: Sonos Inc (SONO)

Hudson Value Partners, LLC initiated holding in Sonos Inc. The purchase prices were between $28.85 and $34.99, with an estimated average price of $31.77. The stock is now traded at around $26.860000. The impact to a portfolio due to this purchase was 0.24%. The holding were 16,650 shares as of 2021-12-31.

New Purchase: Uber Technologies Inc (UBER)

Hudson Value Partners, LLC initiated holding in Uber Technologies Inc. The purchase prices were between $35.73 and $48.36, with an estimated average price of $43.04. The stock is now traded at around $38.410000. The impact to a portfolio due to this purchase was 0.24%. The holding were 11,625 shares as of 2021-12-31.

Added: Zimmer Biomet Holdings Inc (ZBH)

Hudson Value Partners, LLC added to a holding in Zimmer Biomet Holdings Inc by 38.09%. The purchase prices were between $118.89 and $151.03, with an estimated average price of $134.39. The stock is now traded at around $126.350000. The impact to a portfolio due to this purchase was 0.17%. The holding were 9,680 shares as of 2021-12-31.

Sold Out: CorePoint Lodging Inc (CPLG)

Hudson Value Partners, LLC sold out a holding in CorePoint Lodging Inc. The sale prices were between $15.29 and $17.76, with an estimated average price of $15.77.

Sold Out: Sherwin-Williams Co (SHW)

Hudson Value Partners, LLC sold out a holding in Sherwin-Williams Co. The sale prices were between $285.29 and $352.16, with an estimated average price of $324.02.

Sold Out: Schrodinger Inc (SDGR)

Hudson Value Partners, LLC sold out a holding in Schrodinger Inc. The sale prices were between $33.38 and $59.25, with an estimated average price of $45.27.

Sold Out: iShares MSCI Switzerland ETF (EWL)

Hudson Value Partners, LLC sold out a holding in iShares MSCI Switzerland ETF. The sale prices were between $46.84 and $53.02, with an estimated average price of $50.13.

Sold Out: Applied Materials Inc (AMAT)

Hudson Value Partners, LLC sold out a holding in Applied Materials Inc. The sale prices were between $125.2 and $162.72, with an estimated average price of $145.33.



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