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Hudson Value Partners, LLC — 13F Holdings & Portfolio

CIK 1840501 · latest 13F-HR filed 2026-04-14

Backtest portfolio

Hudson Value Partners, LLC manages $335.1M in 13F-reported U.S. long-equity assets across 101 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (6.56%), GOOGL (6.34%), AAPL (4.80%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 13, added to 39, and trimmed 37.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$335.1M

Long-equity book

Holdings

101

Distinct positions

Period

2026-03-31

Filed 2026-04-14

Q/Q Activity

+5 / −13 / ↑39 / ↓37

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC COM$4.0M +50.8%
  • ONEOK INC NEW COM$2.8M +90.5%
  • EVERUS CONSTR GROUP COM$2.1M +30.0%
  • DELL TECHNOLOGIES INC CL C$1.7M +29.8%
  • FRANCO NEV CORP COM$1.7M +24.9%
Show all 39 →

Top Trims

  • MICROSOFT CORP COM-$2.3M -14.9%
  • ALPHABET INC CAP STK CL C-$2.1M -21.6%
  • ALPHABET INC CAP STK CL A-$1.9M -8.2%
  • BUILDERS FIRSTSOURCE INC COM-$1.6M -26.0%
  • QUALCOMM INC COM-$1.5M -26.5%
Show all 37 →

New Positions

  • DIMENSIONAL US SMALL CAP VALUE ETF$2.3M
  • LEIDOS HOLDINGS INC COM$1.4M
  • VANGUARD HEALTH CARE ETF$1.1M
  • AKRE FOCUS ETF$377.5K
  • VANGUARD 0-3 MONTH TREASURY BILL ETF$254.0K
Show all 5 →

Exited Positions

  • CHART INDS INC COM$1.4M
  • VANGUARD RUSSELL 2000 ETF$1.4M
  • ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF$971.5K
  • BITWISE BITCOIN ETF TRUST$606.6K
  • DUKE ENERGY CORP NEW COM NEW$544.3K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $22.0M 6.56% 45,873 SH
2 ALPHABET INC CAP STK CL A GOOGL 02079K305 $21.3M 6.34% 73,922 SH
3 APPLE INC COM AAPL 037833100 $16.1M 4.80% 63,367 SH
4 MICROSOFT CORP COM MSFT 594918104 $13.1M 3.92% 35,487 SH
5 CORNING INC COM GLW 219350105 $12.0M 3.57% 87,965 SH
6 EVERUS CONSTR GROUP COM ECG 300426103 $9.1M 2.71% 76,815 SH
7 ASML HLDG NV N Y REGISTRY SHS ASML N07059210 $8.9M 2.67% 6,765 SH
8 JOHNSON & JOHNSON COM JNJ 478160104 $8.7M 2.60% 35,653 SH
9 FRANCO NEV CORP COM FNV 351858105 $8.4M 2.50% 33,878 SH
10 NVIDIA CORPORATION COM NVDA 67066G104 $7.7M 2.31% 44,430 SH
11 ALPHABET INC CAP STK CL C GOOG 02079K107 $7.7M 2.29% 26,768 SH
12 DELL TECHNOLOGIES INC CL C DELL 24703L202 $7.3M 2.19% 44,709 SH
13 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $7.3M 2.18% 22,742 SH
14 MDU RES GROUP INC COM MDU 552690109 $7.3M 2.17% 350,713 SH
15 VISA INC COM CL A V 92826C839 $7.2M 2.15% 23,821 SH
16 AMGEN INC COM AMGN 031162100 $7.2M 2.13% 20,322 SH
17 MERCK & CO INC COM MRK 58933Y105 $7.1M 2.13% 59,197 SH
18 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $7.0M 2.07% 6,978 SH
19 MARKEL GROUP INC COM MKL 570535104 $6.8M 2.03% 3,562 SH
20 THERMO FISHER SCIENTIFIC INC COM TMO 883556102 $6.6M 1.96% 13,336 SH
21 ONEOK INC NEW COM OKE 682680103 $5.8M 1.74% 64,551 SH
22 AMENTUM HOLDINGS INC COM AMTM 023939101 $5.3M 1.59% 203,910 SH
23 ESAB CORPORATION COM ESAB 29605J106 $5.3M 1.58% 54,814 SH
24 FIDELITY NATL FINL INC COM SHS FNF 31620R303 $4.8M 1.43% 103,338 SH
25 JPMORGAN CHASE & CO COM JPM 46625H100 $4.7M 1.41% 16,083 SH
26 DEERE & CO COM DE 244199105 $4.7M 1.40% 8,357 SH
27 BUILDERS FIRSTSOURCE INC COM BLDR 12008R107 $4.6M 1.36% 55,284 SH
28 KNIFE RIVER CORP COMMON STOCK KNF 498894104 $4.5M 1.35% 55,524 SH
29 ATLANTA BRAVES HLDGS INC COM SER A BATRA 047726104 $4.3M 1.27% 90,177 SH
30 QUALCOMM INC COM QCOM 747525103 $4.2M 1.25% 32,554 SH
31 MCDONALDS CORP COM MCD 580135101 $4.0M 1.20% 12,928 SH
32 META PLATFORMS INC CL A META 30303M102 $4.0M 1.19% 6,987 SH
33 WALMART INC COM WMT 931142103 $4.0M 1.19% 31,970 SH
34 CANADIAN PACIFIC KANSAS CITY COM CP 13646K108 $3.8M 1.13% 48,390 SH
35 AMAZON COM INC COM AMZN 023135106 $3.7M 1.09% 17,608 SH
36 ADVANCED MICRO DEVICES INC COM AMD 007903107 $3.1M 0.93% 15,393 SH
37 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $3.1M 0.93% 23,350 SH
38 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA 01609W102 $3.0M 0.88% 23,613 SH
39 STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF XLC 81369Y852 $2.9M 0.85% 25,783 SH
40 ELI LILLY & CO COM LLY 532457108 $2.4M 0.71% 2,601 SH
41 GOLDMAN SACHS HEDGE INDUSTRY VIP ETF GVIP 381430545 $2.4M 0.70% 16,151 SH
42 DIMENSIONAL US SMALL CAP VALUE ETF DFSV 25434V815 $2.3M 0.70% 66,770 SH
43 QXO INC COM NEW QXO 82846H405 $2.2M 0.67% 115,142 SH
44 UBER TECHNOLOGIES INC COM UBER 90353T100 $2.0M 0.60% 27,786 SH
45 CROWDSTRIKE HLDGS INC CL A CRWD 22788C105 $2.0M 0.58% 5,020 SH
46 NETFLIX INC. COM NFLX 64110L106 $1.7M 0.52% 18,060 SH
47 SERVICENOW INC COM NOW 81762P102 $1.7M 0.51% 16,420 SH
48 FEDEX CORP COM FDX 31428X106 $1.6M 0.46% 4,354 SH
49 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $1.4M 0.43% 2,224 SH
50 MARRIOTT INTL INC NEW CL A MAR 571903202 $1.4M 0.43% 4,400 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-14 $335.1M 101 0001840501-26-000002
2025-12-31 2026-01-28 $335.8M 111 0001840501-26-000001