Holdings
Hudson Value Partners, LLC
As of Jun 30, 2026, Hudson Value Partners, LLC reported 82 positions worth US$355M. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Corning Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 97,115 | US$34.7M | −3,510 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 46,971 | US$23.5M | +1,098 | Jun 30, 2026 |
| Corning Incorporated | 78,634 | US$20.1M | −9,331 | Jun 30, 2026 |
| Apple Inc | 61,779 | US$17.9M | −1,588 | Jun 30, 2026 |
| Microsoft Corp. | 38,209 | US$14.3M | +2,722 | Jun 30, 2026 |
| Dell Technologies Inc. | 30,104 | US$13M | −14,605 | Jun 30, 2026 |
| Asml Holding Nv | 6,367 | US$12.7M | −398 | Jun 30, 2026 |
| Everus Construction Group, Inc. | 74,538 | US$12.4M | −2,277 | Jun 30, 2026 |
| Johnson & Johnson | 38,698 | US$9.83M | +3,045 | Jun 30, 2026 |
| Nvidia Corporation | 49,009 | US$9.81M | +4,579 | Jun 30, 2026 |