# Hudson Value Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1840501. Source: https://holderbook.com/funds/1840501-hudson-value-partners-llc/

- Reported value: $398.5M
- Positions: 113
- Weight of the ten largest: 40.0%
- Filed: 2026-07-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $25.7M | 71,952 | 6.5% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $23.5M | 46,971 | 5.9% | 23 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $20.1M | 78,634 | 5.0% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $17.9M | 61,779 | 4.5% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $14.3M | 38,209 | 3.6% | 23 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $13.0M | 30,104 | 3.3% | 6 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $12.7M | 6,367 | 3.2% | 8 |
| EVERUS CONSTR GROUP | [ECG](https://holderbook.com/stocks/ECG/) | $12.4M | 74,538 | 3.1% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $10.0M | 27,116 | 2.5% | 23 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $9.8M | 38,698 | 2.5% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $9.8M | 49,009 | 2.5% | 14 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $9.0M | 25,451 | 2.3% | 23 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $8.5M | 24,902 | 2.1% | 23 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $8.3M | 16,653 | 2.1% | 5 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $7.7M | 3,940 | 1.9% | 23 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $7.7M | 21,171 | 1.9% | 14 |
| MDU RES GROUP INC | [MDU](https://holderbook.com/stocks/MDU/) | $7.4M | 348,073 | 1.9% | 13 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $7.4M | 57,439 | 1.9% | 23 |
| FRANCO NEV CORP | [FNV](https://holderbook.com/stocks/FNV/) | $7.0M | 33,589 | 1.8% | 10 |
| ESAB CORPORATION | [ESAB](https://holderbook.com/stocks/ESAB/) | $6.5M | 65,729 | 1.6% | 17 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $6.4M | 6,866 | 1.6% | 23 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $6.4M | 34,418 | 1.6% | 23 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $6.2M | 10,591 | 1.5% | 21 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $5.9M | 67,843 | 1.5% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $5.8M | 9,130 | 1.5% | 16 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.7M | 17,496 | 1.4% | 23 |
| BUILDERS FIRSTSOURCE INC | [BLDR](https://holderbook.com/stocks/BLDR/) | $5.4M | 60,904 | 1.4% | 21 |
| ATLANTA BRAVES HLDGS INC | [BATRA](https://holderbook.com/stocks/BATRA/) | $5.4M | 96,702 | 1.4% | 6 |
| AMENTUM HOLDINGS INC | [AMTM](https://holderbook.com/stocks/AMTM/) | $5.2M | 250,185 | 1.3% | 6 |
| FIDELITY NATL FINL INC | [FNF](https://holderbook.com/stocks/FNF/) | $4.7M | 100,489 | 1.2% | 23 |
| KNIFE RIVER CORP | [KNF](https://holderbook.com/stocks/KNF/) | $4.7M | 55,618 | 1.2% | 13 |
| GOLDMAN SACHS ETF TR | [GVIP](https://holderbook.com/stocks/GVIP/) | $4.6M | 24,163 | 1.1% | 12 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $4.5M | 23,460 | 1.1% | 23 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $4.3M | 50,029 | 1.1% | 13 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $4.3M | 15,790 | 1.1% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.0M | 16,722 | 1.0% | 23 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.8M | 6,829 | 1.0% | 8 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $3.8M | 5,000 | 1.0% | 14 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $3.7M | 215,998 | 0.9% | 5 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.6M | 31,745 | 0.9% | 23 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.1M | 2,587 | 0.8% | 23 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $2.8M | 29,344 | 0.7% | 4 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $2.6M | 67,407 | 0.7% | 2 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $2.2M | 1,933 | 0.5% | 23 |
| GOLDMAN SACHS ETF TR | [GBIL](https://holderbook.com/stocks/GBIL/) | $2.0M | 20,023 | 0.5% | 1 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $1.9M | 24,783 | 0.5% | 2 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $1.8M | 5,776 | 0.5% | 23 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $1.7M | 10,070 | 0.4% | 9 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.7M | 2,239 | 0.4% | 23 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $1.6M | 16,420 | 0.4% | 9 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $1.6M | 4,360 | 0.4% | 23 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $1.5M | 10,795 | 0.4% | 10 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $1.5M | 21,165 | 0.4% | 19 |
| CANADIAN IMPERIAL BANK OF CO | [CM](https://holderbook.com/stocks/CM/) | $1.4M | 11,900 | 0.3% | 6 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $1.3M | 7,222 | 0.3% | 13 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $1.3M | 2,270 | 0.3% | 23 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $1.3M | 67,275 | 0.3% | 8 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.3M | 17,810 | 0.3% | 23 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.3M | 15,465 | 0.3% | 23 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $1.2M | 4,152 | 0.3% | 2 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.2M | 5,544 | 0.3% | 21 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.2M | 6,940 | 0.3% | 23 |
| ISHARES INC | [EWZ](https://holderbook.com/stocks/EWZ/) | $1.1M | 32,903 | 0.3% | 5 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.1M | 1,454 | 0.3% | 14 |
| KRANESHARES TRUST | [KWEB](https://holderbook.com/stocks/KWEB/) | $955.0K | 39,028 | 0.2% | 4 |
| ARROW ELECTRS INC | [ARW](https://holderbook.com/stocks/ARW/) | $946.9K | 4,437 | 0.2% | 1 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $886.1K | 9,655 | 0.2% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $849.9K | 2,250 | 0.2% | 13 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $788.1K | 1,090 | 0.2% | 5 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $734.3K | 2,082 | 0.2% | 23 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $705.7K | 15,324 | 0.2% | 5 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $677.5K | 7,039 | 0.2% | 23 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $645.0K | 8,548 | 0.2% | 8 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $643.8K | 4,755 | 0.2% | 23 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $642.6K | 4,700 | 0.2% | 22 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $609.2K | 11,470 | 0.2% | 21 |
| MAGNA INTL INC | [MGA](https://holderbook.com/stocks/MGA/) | $608.9K | 9,273 | 0.2% | 1 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $608.3K | 2,810 | 0.2% | 23 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $599.7K | 4,285 | 0.2% | 1 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $582.5K | 5,280 | 0.1% | 3 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $559.9K | 2,500 | 0.1% | 17 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $535.6K | 503 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $523.3K | 762 | 0.1% | 21 |
| NUVEEN CHURCHILL DIRECT LEND | [NCDL](https://holderbook.com/stocks/NCDL/) | $468.5K | 37,720 | 0.1% | 8 |
| LEIDOS HOLDINGS INC | [LDOS](https://holderbook.com/stocks/LDOS/) | $464.9K | 4,515 | 0.1% | 2 |
| GENERAL MTRS CO | [GM](https://holderbook.com/stocks/GM/) | $442.0K | 5,734 | 0.1% | 1 |
| WHITE MTNS INS GROUP LTD | [WTM](https://holderbook.com/stocks/WTM/) | $427.1K | 206 | 0.1% | 23 |
| AMPLIFY ETF TR | [HACK](https://holderbook.com/stocks/HACK/) | $398.7K | 3,800 | 0.1% | 8 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $393.7K | 3,352 | 0.1% | 3 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $393.4K | 2,787 | 0.1% | 23 |
| DT MIDSTREAM INC | [DTM](https://holderbook.com/stocks/DTM/) | $389.0K | 2,651 | 0.1% | 6 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $388.7K | 3,800 | 0.1% | 9 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $376.6K | 385 | 0.1% | 10 |
| PROFESIONALLY MANAGED PORTFO | [AKRE](https://holderbook.com/stocks/AKRE/) | $355.1K | 6,675 | 0.1% | 2 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $341.1K | 547 | 0.1% | 5 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $330.4K | 1,175 | 0.1% | 6 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $327.2K | 2,160 | 0.1% | 8 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $301.5K | 8,203 | 0.1% | 23 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $282.6K | 856 | 0.1% | 3 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $280.4K | 725 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +17.6% | +14.8% | +2.7% | 100% |
| Q1 2026 | -0.5% | -4.6% | +4.1% | 99% |
| Q4 2025 | +3.6% | +2.4% | +1.2% | 100% |
| Q3 2025 | +9.4% | +7.8% | +1.5% | 100% |
| Q2 2025 | +7.8% | +10.5% | -2.6% | 100% |
| Q1 2025 | -3.4% | -4.6% | +1.2% | 100% |
| Q4 2024 | -0.8% | +2.1% | -2.9% | 100% |
| Q3 2024 | +5.4% | +5.4% | -0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $398.5M | 113 |
| Q1 2026 | $335.1M | 101 |
| Q4 2025 | $335.8M | 108 |
| Q3 2025 | $323.0M | 110 |
| Q2 2025 | $289.8M | 109 |
| Q1 2025 | $266.1M | 100 |
| Q4 2024 | $268.7M | 92 |
| Q3 2024 | $257.4M | 97 |
| Q2 2024 | $236.5M | 91 |
| Q1 2024 | $235.4M | 94 |
| Q4 2023 | $215.1M | 94 |
| Q3 2023 | $190.4M | 99 |