Filed: 7/10/2026ACC: 0001840501-26-000004
📋 What this filing means
HUDSON VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $398.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$398.50M
Total AUM (reported)
2.85M
Total Shares
Allocation by class
STOCK$343.35M86.2%
ETF$38.81M9.7%
ADR$15.48M3.9%
CEF$468.5K0.1%
OPTION$383.7K0.1%
Portfolio Concentration
Top 3$69.30M17.4%
4–10$90.02M22.6%
11–25$109.93M27.6%
Rest$129.25M32.4%
Top 3 weight
17.4%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 2.85M
Sole
Full voting authority
2.85M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.70K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings113
Rows:
ALPHABET INC CAP STK CL A
SOLEShares71.95K
TypeSH
Market value$25.71M
6.45%
Sole
71.95K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares46.97K
TypeSH
Market value$23.50M
5.90%
Sole
46.97K
Shared
0.00
None
0.00
CORNING INC COM
SOLEShares78.63K
TypeSH
Market value$20.09M
5.04%
Sole
78.63K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares61.78K
TypeSH
Market value$17.88M
4.49%
Sole
61.78K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares38.21K
TypeSH
Market value$14.25M
3.58%
Sole
38.21K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC CL C
SOLEShares30.10K
TypeSH
Market value$12.99M
3.26%
Sole
30.10K
Shared
0.00
None
0.00
ASML HLDG NV N Y REGISTRY SHS
SOLEShares6.37K
TypeSH
Market value$12.67M
3.18%
Sole
6.37K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP COM
SOLEShares74.54K
TypeSH
Market value$12.37M
3.10%
Sole
74.54K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares27.12K
TypeSH
Market value$10.03M
2.52%
Sole
27.12K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares38.70K
TypeSH
Market value$9.83M
2.47%
Sole
38.70K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares49.01K
TypeSH
Market value$9.81M
2.46%
Sole
49.01K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares25.45K
TypeSH
Market value$8.99M
2.26%
Sole
25.45K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares24.90K
TypeSH
Market value$8.54M
2.14%
Sole
24.90K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares16.65K
TypeSH
Market value$8.35M
2.10%
Sole
16.65K
Shared
0.00
None
0.00
MARKEL GROUP INC COM
SOLEShares3.94K
TypeSH
Market value$7.69M
1.93%
Sole
3.94K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares21.17K
TypeSH
Market value$7.67M
1.92%
Sole
21.17K
Shared
0.00
None
0.00
MDU RES GROUP INC COM
SOLEShares348.07K
TypeSH
Market value$7.38M
1.85%
Sole
348.07K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares57.44K
TypeSH
Market value$7.38M
1.85%
Sole
57.44K
Shared
0.00
None
0.00
FRANCO NEV CORP COM
SOLEShares33.59K
TypeSH
Market value$7.00M
1.76%
Sole
33.59K
Shared
0.00
None
0.00
ESAB CORPORATION COM
SOLEShares65.73K
TypeSH
Market value$6.48M
1.63%
Sole
65.73K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION COM
SOLEShares6.87K
TypeSH
Market value$6.42M
1.61%
Sole
6.87K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares34.42K
TypeSH
Market value$6.36M
1.60%
Sole
34.42K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC COM
SOLEShares10.59K
TypeSH
Market value$6.15M
1.54%
Sole
10.59K
Shared
0.00
None
0.00
ONEOK INC NEW COM
SOLEShares67.84K
TypeSH
Market value$5.90M
1.48%
Sole
67.84K
Shared
0.00
None
0.00
DEERE & CO COM
SOLEShares9.13K
TypeSH
Market value$5.79M
1.45%
Sole
9.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STK CL ASOLE | Stock | 71.95K | SH | $25.71M 6.45% | 71.95K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 46.97K | SH | $23.50M 5.90% | 46.97K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 78.63K | SH | $20.09M 5.04% | 78.63K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 61.78K | SH | $17.88M 4.49% | 61.78K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 38.21K | SH | $14.25M 3.58% | 38.21K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 30.10K | SH | $12.99M 3.26% | 30.10K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 6.37K | SH | $12.67M 3.18% | 6.37K | 0.00 | 0.00 |
EVERUS CONSTR GROUP COMSOLE | Stock | 74.54K | SH | $12.37M 3.10% | 74.54K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 27.12K | SH | $10.03M 2.52% | 27.12K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 38.70K | SH | $9.83M 2.47% | 38.70K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 49.01K | SH | $9.81M 2.46% | 49.01K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 25.45K | SH | $8.99M 2.26% | 25.45K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 24.90K | SH | $8.54M 2.14% | 24.90K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 16.65K | SH | $8.35M 2.10% | 16.65K | 0.00 | 0.00 |
MARKEL GROUP INC COMSOLE | Stock | 3.94K | SH | $7.69M 1.93% | 3.94K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 21.17K | SH | $7.67M 1.92% | 21.17K | 0.00 | 0.00 |
MDU RES GROUP INC COMSOLE | Stock | 348.07K | SH | $7.38M 1.85% | 348.07K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 57.44K | SH | $7.38M 1.85% | 57.44K | 0.00 | 0.00 |
FRANCO NEV CORP COMSOLE | Stock | 33.59K | SH | $7.00M 1.76% | 33.59K | 0.00 | 0.00 |
ESAB CORPORATION COMSOLE | Stock | 65.73K | SH | $6.48M 1.63% | 65.73K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 6.87K | SH | $6.42M 1.61% | 6.87K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | Stock | 34.42K | SH | $6.36M 1.60% | 34.42K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INC COMSOLE | Stock | 10.59K | SH | $6.15M 1.54% | 10.59K | 0.00 | 0.00 |
ONEOK INC NEW COMSOLE | Stock | 67.84K | SH | $5.90M 1.48% | 67.84K | 0.00 | 0.00 |
DEERE & CO COMSOLE | Stock | 9.13K | SH | $5.79M 1.45% | 9.13K | 0.00 | 0.00 |
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