Hudson Value Partners, LLC
Hudson Value Partners, LLC reported 113 holdings worth US$399M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Hudson Value Partners, LLC reported 113 holdings worth US$399M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Corning Incorporated. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 113
- Value as reported
- US$399M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 97,115 | US$34.7M | 8.7% |
| Berkshire Hathaway Inc. | 46,971 | US$23.5M | 5.9% |
| Corning Incorporated | 78,634 | US$20.1M | 5.0% |
| Apple Inc | 61,779 | US$17.9M | 4.5% |
| Microsoft Corp. | 38,209 | US$14.3M | 3.6% |
| Dell Technologies Inc. | 30,104 | US$13M | 3.3% |
| Asml Holding Nv | 6,367 | US$12.7M | 3.2% |
| Everus Construction Group, Inc. | 74,538 | US$12.4M | 3.1% |
| Johnson & Johnson | 38,698 | US$9.83M | 2.5% |
| Nvidia Corporation | 49,009 | US$9.81M | 2.5% |
| Visa Inc. | 24,902 | US$8.54M | 2.1% |
| Thermo Fisher Scientific Inc | 16,653 | US$8.35M | 2.1% |
| Markel Group Inc. | 3,940 | US$7.69M | 1.9% |
| Amgen Inc. | 21,171 | US$7.67M | 1.9% |
| Mdu Resources Group, Inc. | 348K | US$7.38M | 1.9% |
| Merck & Company, Inc. | 57,439 | US$7.38M | 1.9% |
| Franco-nevada Corporation | 33,589 | US$7M | 1.8% |
| Esab Corporation | 65,729 | US$6.48M | 1.6% |
| Costco Wholesale Corporation | 6,866 | US$6.42M | 1.6% |
| Qualcomm Incorporated | 34,418 | US$6.36M | 1.6% |
| Advanced Micro Devices Inc | 10,591 | US$6.15M | 1.5% |
| Oneok, Inc. | 67,843 | US$5.9M | 1.5% |
| Deere & Company | 9,130 | US$5.79M | 1.5% |
| Jp Morgan Chase & Co. | 17,496 | US$5.73M | 1.4% |
| Builders Firstsource, Inc. | 60,904 | US$5.45M | 1.4% |
| Atlanta Braves Holdings, Inc. - Series A | 105K | US$5.45M | 1.4% |
| Amentum Holdings, Inc. | 250K | US$5.17M | 1.3% |
| Fidelity National Financial, Inc. | 100K | US$4.74M | 1.2% |
| Knife Riv Holding Co. | 55,618 | US$4.65M | 1.2% |
| Canadian Pacific Kansas City Limited | 50,029 | US$4.34M | 1.1% |
| Mcdonald's Corporation | 15,790 | US$4.27M | 1.1% |
| Amazon.com, Inc. | 16,722 | US$3.99M | 1.0% |
| Meta Platforms, Inc. | 6,829 | US$3.85M | 0.97% |
| Crowdstrike Holdings, Inc. | 5,000 | US$3.82M | 0.96% |
| Qxo, Inc. | 216K | US$3.73M | 0.94% |
| Walmart Inc. | 31,745 | US$3.6M | 0.90% |
| Eli Lilly And Company | 2,587 | US$3.1M | 0.78% |
| United Rentals, Inc. | 1,933 | US$2.19M | 0.55% |
| Fedex Corporation | 5,776 | US$1.81M | 0.45% |
| Servicenow, Inc. | 16,420 | US$1.63M | 0.41% |
| Marriott International | 4,360 | US$1.62M | 0.41% |
| Emerson Electric Company | 10,795 | US$1.55M | 0.39% |
| Uber Technologies, Inc. | 21,165 | US$1.53M | 0.38% |
| Canadian Imperial Bank Of Commerce | 11,900 | US$1.37M | 0.34% |
| Martin Marietta Materials, Inc. | 2,270 | US$1.31M | 0.33% |
| Energy Transfer Lp | 67,275 | US$1.29M | 0.32% |
| Netflix, Inc. | 17,810 | US$1.27M | 0.32% |
| Coca-cola Company (the) | 15,465 | US$1.26M | 0.32% |
| Chevron Corporation | 6,940 | US$1.15M | 0.29% |
| Arrow Electronics, Inc. | 4,437 | US$947K | 0.24% |
| Kkr & Co. Inc. | 9,655 | US$886K | 0.22% |
| Broadcom Inc. | 2,250 | US$850K | 0.21% |
| Applied Materials, Inc. | 1,090 | US$788K | 0.20% |
| Home Depot, Inc. (the) | 2,082 | US$734K | 0.18% |
| Walt Disney Company (the) | 7,039 | US$678K | 0.17% |
| Pepsico, Inc. | 4,755 | US$644K | 0.16% |
| Exxon Mobil Corporation | 4,700 | US$643K | 0.16% |
| Magna International Inc. | 9,273 | US$609K | 0.15% |
| Boeing Company (the) | 2,810 | US$608K | 0.15% |
| Citigroup, Inc. | 4,285 | US$600K | 0.15% |
| Automatic Data Processing, Inc. | 2,500 | US$560K | 0.14% |
| Caterpillar, Inc. | 503 | US$536K | 0.13% |
| Nuveen Churchill Direct Lending Corp. | 37,720 | US$468K | 0.12% |
| Leidos Holdings, Inc. | 4,515 | US$465K | 0.12% |
| General Motors Company | 5,734 | US$442K | 0.11% |
| White Mountains Insurance Group, Ltd. | 206 | US$427K | 0.11% |
| Cisco Systems, Inc. | 3,352 | US$394K | 0.10% |
| Zscaler Inc | 2,787 | US$393K | 0.10% |
| Dt Midstream, Inc. | 2,651 | US$389K | 0.10% |
| Parker-hannifin Corporation | 385 | US$377K | 0.09% |
| Regeneron Pharmaceuticals, Inc. | 547 | US$341K | 0.09% |
| International Business Machines Corporation | 1,175 | US$330K | 0.08% |
| Tjx Companies, Inc. (the) | 2,160 | US$327K | 0.08% |
| Enterprise Products Partners L.p. | 8,203 | US$302K | 0.08% |
| The Travelers Companies, Inc. | 856 | US$283K | 0.07% |
| Elevance Health, Inc. | 725 | US$280K | 0.07% |
| Norfolk Southern Corporation | 850 | US$267K | 0.07% |
| Lennar Corporation | 2,752 | US$249K | 0.06% |
| Dollar General Corporation | 2,135 | US$246K | 0.06% |
| Thor Industries, Inc. | 3,176 | US$239K | 0.06% |
| Lam Research Corporation | 508 | US$220K | 0.06% |
| Ppg Industries, Inc. | 1,800 | US$218K | 0.05% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Airbnb, Inc. | 0 | US$0 | 0.00% |
| Danaher Corporation | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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