Ownership history in Hudson Value Partners, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Hudson Value Partners, LLC reported a position in ESAB CORPORATION COM (ESAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Hudson Value Partners, LLC outperformed the S&P 500 by +14.2% annually on this ESAB position. Timing score: 43% (6/14 decisions correct). Average cost basis: $53.74. Maximum drawdown during holding period: β23.6%.
π₯ Exceptional β beat the S&P 500 by 14.2% per year on this position.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $43.23 (2022 Q2) Β· Worst: $120.24 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 6 trims. Bought during 1 of 4 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.69% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size