Filed: 4/14/2026ACC: 0001840501-26-000002
📋 What this filing means
HUDSON VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $335.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$335.09M
Total AUM (reported)
2.65M
Total Shares
Allocation by class
STOCK$292.66M87.3%
ETF$29.88M8.9%
ADR$11.90M3.6%
CEF$479.8K0.1%
OPTION$174.4K0.1%
Portfolio Concentration
Top 3$59.32M17.7%
4–10$67.93M20.3%
11–25$97.35M29.1%
Rest$110.49M33.0%
Top 3 weight
17.7%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 2.65M
Sole
Full voting authority
2.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares45.87K
TypeSH
Market value$21.98M
6.56%
Sole
45.87K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares73.92K
TypeSH
Market value$21.26M
6.34%
Sole
73.92K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares63.37K
TypeSH
Market value$16.08M
4.80%
Sole
63.37K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares35.49K
TypeSH
Market value$13.14M
3.92%
Sole
35.49K
Shared
0.00
None
0.00
CORNING INC COM
SOLEShares87.97K
TypeSH
Market value$11.96M
3.57%
Sole
87.97K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP COM
SOLEShares76.81K
TypeSH
Market value$9.07M
2.71%
Sole
76.81K
Shared
0.00
None
0.00
ASML HLDG NV N Y REGISTRY SHS
SOLEShares6.76K
TypeSH
Market value$8.94M
2.67%
Sole
6.76K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares35.65K
TypeSH
Market value$8.72M
2.60%
Sole
35.65K
Shared
0.00
None
0.00
FRANCO NEV CORP COM
SOLEShares33.88K
TypeSH
Market value$8.37M
2.50%
Sole
33.88K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares44.43K
TypeSH
Market value$7.75M
2.31%
Sole
44.43K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares26.77K
TypeSH
Market value$7.68M
2.29%
Sole
26.77K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC CL C
SOLEShares44.71K
TypeSH
Market value$7.34M
2.19%
Sole
44.71K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares22.74K
TypeSH
Market value$7.30M
2.18%
Sole
22.74K
Shared
0.00
None
0.00
MDU RES GROUP INC COM
SOLEShares350.71K
TypeSH
Market value$7.27M
2.17%
Sole
350.71K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares23.82K
TypeSH
Market value$7.20M
2.15%
Sole
23.82K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares20.32K
TypeSH
Market value$7.15M
2.13%
Sole
20.32K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares59.20K
TypeSH
Market value$7.12M
2.13%
Sole
59.20K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION COM
SOLEShares6.98K
TypeSH
Market value$6.95M
2.07%
Sole
6.98K
Shared
0.00
None
0.00
MARKEL GROUP INC COM
SOLEShares3.56K
TypeSH
Market value$6.82M
2.03%
Sole
3.56K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares13.34K
TypeSH
Market value$6.55M
1.96%
Sole
13.34K
Shared
0.00
None
0.00
ONEOK INC NEW COM
SOLEShares64.55K
TypeSH
Market value$5.83M
1.74%
Sole
64.55K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC COM
SOLEShares203.91K
TypeSH
Market value$5.32M
1.59%
Sole
203.91K
Shared
0.00
None
0.00
ESAB CORPORATION COM
SOLEShares54.81K
TypeSH
Market value$5.30M
1.58%
Sole
54.81K
Shared
0.00
None
0.00
FIDELITY NATL FINL INC COM SHS
SOLEShares103.34K
TypeSH
Market value$4.79M
1.43%
Sole
103.34K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares16.08K
TypeSH
Market value$4.73M
1.41%
Sole
16.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 45.87K | SH | $21.98M 6.56% | 45.87K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 73.92K | SH | $21.26M 6.34% | 73.92K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 63.37K | SH | $16.08M 4.80% | 63.37K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 35.49K | SH | $13.14M 3.92% | 35.49K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 87.97K | SH | $11.96M 3.57% | 87.97K | 0.00 | 0.00 |
EVERUS CONSTR GROUP COMSOLE | Stock | 76.81K | SH | $9.07M 2.71% | 76.81K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 6.76K | SH | $8.94M 2.67% | 6.76K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 35.65K | SH | $8.72M 2.60% | 35.65K | 0.00 | 0.00 |
FRANCO NEV CORP COMSOLE | Stock | 33.88K | SH | $8.37M 2.50% | 33.88K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 44.43K | SH | $7.75M 2.31% | 44.43K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 26.77K | SH | $7.68M 2.29% | 26.77K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 44.71K | SH | $7.34M 2.19% | 44.71K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 22.74K | SH | $7.30M 2.18% | 22.74K | 0.00 | 0.00 |
MDU RES GROUP INC COMSOLE | Stock | 350.71K | SH | $7.27M 2.17% | 350.71K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 23.82K | SH | $7.20M 2.15% | 23.82K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 20.32K | SH | $7.15M 2.13% | 20.32K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 59.20K | SH | $7.12M 2.13% | 59.20K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 6.98K | SH | $6.95M 2.07% | 6.98K | 0.00 | 0.00 |
MARKEL GROUP INC COMSOLE | Stock | 3.56K | SH | $6.82M 2.03% | 3.56K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 13.34K | SH | $6.55M 1.96% | 13.34K | 0.00 | 0.00 |
ONEOK INC NEW COMSOLE | Stock | 64.55K | SH | $5.83M 1.74% | 64.55K | 0.00 | 0.00 |
AMENTUM HOLDINGS INC COMSOLE | Stock | 203.91K | SH | $5.32M 1.59% | 203.91K | 0.00 | 0.00 |
ESAB CORPORATION COMSOLE | Stock | 54.81K | SH | $5.30M 1.58% | 54.81K | 0.00 | 0.00 |
FIDELITY NATL FINL INC COM SHSSOLE | Stock | 103.34K | SH | $4.79M 1.43% | 103.34K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 16.08K | SH | $4.73M 1.41% | 16.08K | 0.00 | 0.00 |
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