Filed: 1/28/2026ACC: 0001840501-26-000001
📋 What this filing means
HUDSON VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $335.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$335.83M
Total AUM (reported)
2.54M
Total Shares
Allocation by class
STOCK$293.07M87.3%
ETF$29.92M8.9%
ADR$11.69M3.5%
CALL$652.9K0.2%
CEF$503.2K0.1%
Portfolio Concentration
Top 3$63.00M18.8%
4–10$66.17M19.7%
11–25$95.23M28.4%
Rest$111.43M33.2%
Top 3 weight
18.8%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
2.54M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole109
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings109
Rows:
ALPHABET INC CAP STK CL A
SOLEShares73.81K
TypeSH
Market value$23.15M
6.89%
Sole
73.81K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares44.30K
TypeSH
Market value$22.30M
6.64%
Sole
44.30K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares64.34K
TypeSH
Market value$17.55M
5.23%
Sole
64.34K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares31.76K
TypeSH
Market value$15.44M
4.60%
Sole
31.76K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares31.15K
TypeSH
Market value$9.80M
2.92%
Sole
31.15K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares47.89K
TypeSH
Market value$8.94M
2.66%
Sole
47.89K
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares7.70K
TypeSH
Market value$8.25M
2.46%
Sole
7.70K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares23.16K
TypeSH
Market value$8.18M
2.43%
Sole
23.16K
Shared
0.00
None
0.00
CORNING INC COM
SOLEShares89.39K
TypeSH
Market value$7.93M
2.36%
Sole
89.39K
Shared
0.00
None
0.00
MARKEL GROUP INC COM
SOLEShares3.52K
TypeSH
Market value$7.63M
2.27%
Sole
3.52K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares22.27K
TypeSH
Market value$7.47M
2.22%
Sole
22.27K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares36.04K
TypeSH
Market value$7.46M
2.22%
Sole
36.04K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP COM
SOLEShares79.76K
TypeSH
Market value$6.98M
2.08%
Sole
79.76K
Shared
0.00
None
0.00
MDU RES GROUP INC COM
SOLEShares341.05K
TypeSH
Market value$6.72M
2.00%
Sole
341.05K
Shared
0.00
None
0.00
FRANCO NEV CORP COM
SOLEShares32.20K
TypeSH
Market value$6.70M
2.00%
Sole
32.20K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares20.15K
TypeSH
Market value$6.62M
1.97%
Sole
20.15K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares7.41K
TypeSH
Market value$6.41M
1.91%
Sole
7.41K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares10.62K
TypeSH
Market value$6.19M
1.84%
Sole
10.62K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares58.34K
TypeSH
Market value$6.18M
1.84%
Sole
58.34K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC COM
SOLEShares59.66K
TypeSH
Market value$6.15M
1.83%
Sole
59.66K
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL IN COM SHS
SOLEShares105.47K
TypeSH
Market value$5.82M
1.73%
Sole
105.47K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares32.88K
TypeSH
Market value$5.71M
1.70%
Sole
32.88K
Shared
0.00
None
0.00
ESAB CORPORATION COM
SOLEShares50.07K
TypeSH
Market value$5.66M
1.69%
Sole
50.07K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC CL C
SOLEShares44.32K
TypeSH
Market value$5.65M
1.68%
Sole
44.32K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC COM
SOLEShares187.99K
TypeSH
Market value$5.50M
1.64%
Sole
187.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STK CL ASOLE | Stock | 73.81K | SH | $23.15M 6.89% | 73.81K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 44.30K | SH | $22.30M 6.64% | 44.30K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 64.34K | SH | $17.55M 5.23% | 64.34K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 31.76K | SH | $15.44M 4.60% | 31.76K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 31.15K | SH | $9.80M 2.92% | 31.15K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 47.89K | SH | $8.94M 2.66% | 47.89K | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHSSOLE | ADR | 7.70K | SH | $8.25M 2.46% | 7.70K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 23.16K | SH | $8.18M 2.43% | 23.16K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 89.39K | SH | $7.93M 2.36% | 89.39K | 0.00 | 0.00 |
MARKEL GROUP INC COMSOLE | Stock | 3.52K | SH | $7.63M 2.27% | 3.52K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 22.27K | SH | $7.47M 2.22% | 22.27K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 36.04K | SH | $7.46M 2.22% | 36.04K | 0.00 | 0.00 |
EVERUS CONSTR GROUP COMSOLE | Stock | 79.76K | SH | $6.98M 2.08% | 79.76K | 0.00 | 0.00 |
MDU RES GROUP INC COMSOLE | Stock | 341.05K | SH | $6.72M 2.00% | 341.05K | 0.00 | 0.00 |
FRANCO NEV CORP COMSOLE | Stock | 32.20K | SH | $6.70M 2.00% | 32.20K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 20.15K | SH | $6.62M 1.97% | 20.15K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 7.41K | SH | $6.41M 1.91% | 7.41K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 10.62K | SH | $6.19M 1.84% | 10.62K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 58.34K | SH | $6.18M 1.84% | 58.34K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INC COMSOLE | Stock | 59.66K | SH | $6.15M 1.83% | 59.66K | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIAL IN COM SHSSOLE | Stock | 105.47K | SH | $5.82M 1.73% | 105.47K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | Stock | 32.88K | SH | $5.71M 1.70% | 32.88K | 0.00 | 0.00 |
ESAB CORPORATION COMSOLE | Stock | 50.07K | SH | $5.66M 1.69% | 50.07K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 44.32K | SH | $5.65M 1.68% | 44.32K | 0.00 | 0.00 |
AMENTUM HOLDINGS INC COMSOLE | Stock | 187.99K | SH | $5.50M 1.64% | 187.99K | 0.00 | 0.00 |
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