Hudson Value Partners, LLC reported 85 positions worth $359.31M for the quarter ended Jun 30, 2026, up 17.8% on the prior quarter. It opened 10 new positions, added to 26, trimmed 36 and exited 4. Its largest holding is Alphabet Inc. at 7.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| QXO QXO, Inc. | +100.9K +87.6% | $1.74M | 1.04% |
| TMO Thermo Fisher Scientific Inc. | +3,317 +24.9% | $1.66M | 2.32% |
| ESAB ESAB Corp | +10.9K +19.9% | $1.08M | 1.8% |
| MSFT Microsoft Corp | +2,722 +7.7% | $1.02M | 3.97% |
| AMTM Amentum Holdings, Inc. | +46.3K +22.7% | $956.50K | 1.44% |
| ARW Arrow Electronics, Inc. | +4,437 | $946.90K | 0.264% |
| NVDA Nvidia Corp | +4,579 +10.3% | $916.23K | 2.73% |
| MCD Mcdonalds Corp | +2,862 +22.1% | $773.65K | 1.19% |
| JNJ Johnson & Johnson | +3,045 +8.5% | $773.34K | 2.74% |
| MKL Markel Group Inc. | +378 +10.6% | $738.25K | 2.14% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| DELL Dell Technologies Inc. | -14.6K -32.7% | $6.30M | 3.61% |
| AMD Advanced Micro Devices Inc | -4,802 -31.2% | $2.79M | 1.71% |
| GLW Corning Inc | -9,331 -10.6% | $2.38M | 5.59% |
| DHR Danaher Corp | -5,063 -100.0% | $959.95K | Exited |
| ABT Abbott Laboratories | -8,950 -100.0% | $918.90K | Exited |
| ASML Asml Holding Nv | -398 -5.9% | $791.87K | 3.53% |
| GOOGL Alphabet Inc. | -1,970 -2.7% | $704.03K | 7.16% |
| ABNB Airbnb, Inc. | -4,222 -100.0% | $533.15K | Exited |
| UBER Uber Technologies, Inc | -6,621 -23.8% | $477.77K | 0.425% |
| GOOG Alphabet Inc. | -1,317 -4.9% | $465.34K | 2.5% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ARW Arrow Electronics, Inc. | +4,437 | $946.90K | 0.264% |
| MGA Magna International Inc | +9,273 | $608.87K | 0.169% |
| C Citigroup Inc | +4,285 | $599.73K | 0.167% |
| GM General Motors Co | +5,734 | $441.98K | 0.123% |
| ELV Elevance Health, Inc. | +725 | $280.38K | 0.078% |
| LEN Lennar Corp | +2,752 | $249.03K | 0.069% |
| DG Dollar General Corp | +2,135 | $245.76K | 0.068% |
| THO Thor Industries Inc | +3,176 | $238.71K | 0.066% |
| LRCX Lam Research Corp | +508 | $220.13K | 0.061% |
| PPG Ppg Industries Inc | +1,800 | $218.32K | 0.061% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 72.0K | $25.71M | 7.16% | -1,970 | -2.7% | Reduced | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 47.0K | $23.50M | 6.54% | +1,098 | +2.4% | Added | 0% |
| 3 | GLW Corning Inc | Basic Materials | 78.6K | $20.09M | 5.59% | -9,331 | -10.6% | Reduced | 0.01% |
| 4 | AAPL Apple Inc. | Technology | 61.8K | $17.88M | 4.98% | -1,588 | -2.5% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 38.2K | $14.25M | 3.97% | +2,722 | +7.7% | Added | 0% |
| 6 | DELL Dell Technologies Inc. | Technology | 30.1K | $12.99M | 3.61% | -14.6K | -32.7% | Reduced | 0.01% |
| 7 | ASML Asml Holding Nv | Technology | 6,367 | $12.67M | 3.53% | -398 | -5.9% | Reduced | 0% |
| 8 | ECG Everus Construction Group, Inc. | Industrials | 74.5K | $12.37M | 3.44% | -2,277 | -3.0% | Reduced | 0.15% |
| 9 | JNJ Johnson & Johnson | Healthcare | 38.7K | $9.83M | 2.74% | +3,045 | +8.5% | Added | 0% |
| 10 | NVDA Nvidia Corp | Technology | 49.0K | $9.81M | 2.73% | +4,579 | +10.3% | Added | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 25.5K | $8.99M | 2.5% | -1,317 | -4.9% | Reduced | 0% |
| 12 | V Visa Inc. | Financial Services | 24.9K | $8.54M | 2.38% | +1,081 | +4.5% | Added | 0% |
| 13 | TMO Thermo Fisher Scientific Inc. | Healthcare | 16.7K | $8.35M | 2.32% | +3,317 | +24.9% | Added | 0% |
| 14 | MKL Markel Group Inc. | Financial Services | 3,940 | $7.69M | 2.14% | +378 | +10.6% | Added | 0.03% |
| 15 | AMGN Amgen Inc | Healthcare | 21.2K | $7.67M | 2.13% | +849 | +4.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Hudson Value Partners.
As of its Q2 2026 13F filing, Hudson Value Partners, LLC’s five largest positions were Alphabet Inc. (GOOGL) at 7.2%, Berkshire Hathaway Inc (BRK-B) at 6.5%, Corning Inc (GLW) at 5.6%, Apple Inc. (AAPL) at 5.0%, Microsoft Corp (MSFT) at 4.0% of the reported portfolio.
Hudson Value Partners, LLC reported a 13F portfolio worth $359.31M across 85 positions for Q2 2026. That is up 17.8% from the previous quarter.
Its largest purchases by value were QXO, Inc. ($1.74M), Thermo Fisher Scientific Inc. ($1.66M), ESAB Corp ($1.08M). It opened 10 new positions.
Its largest sales by value were Dell Technologies Inc. ($6.30M), Advanced Micro Devices Inc ($2.79M), Corning Inc ($2.38M). It exited 4 positions entirely.
From the Form 13F-HR reports Hudson Value Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.