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Hudson Value Partners, LLC — 13F Holdings & Portfolio

CIK 1840501 · latest 13F-HR filed 2026-07-10

Backtest portfolio

Hudson Value Partners, LLC manages $398.5M in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (6.45%), BRK.B (5.90%), GLW (5.04%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions and exited 5; 59 existing positions rose in reported value and 21 fell.

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
$398.5M

Long-equity book

Holdings
113

Distinct positions

Period
2026-06-30

Filed 2026-07-10

Q/Q Activity
+13 / −5 / ↑59 / ↓21

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
GOOGL6.5% · -3%BRK.B5.9% · +2%GLW5.0% · -11%AAPL4.5% · -2%MSFT3.6% · +8%DELL3.3% · -33%ASML3.2% · -6%ECG3.1% · -3%VTI2.5% · +19%JNJ2.5% · +8%NVDA2.5% · +10%GOOG2.3% · -5%V2.1% · +4%TMO2.1% · +25%MKL1.9% · +11%AMGN1.9% · +4%MDU1.9% · -1%MRK1.9% · -3%FNV1.8% · -1%ESAB1.6% · +20%COST1.6% · -2%QCOM1.6% · +6%AMD1.5% · -31%OKE1.5% · +5%DE1.5% · +9%JPM1.4% · +9%BLDR1.4% · +10%BATRA1.4% · +7%AMTM1.3% · +23%FNF1.2% · -3%KNF1.2% · +0%GVIP1.1% · +50%XLK1.1% · +0%CP1.1% · +3%MCD1.1% · +22%AMZN1.0% · -5%META1.0% · -2%CRWD1.0% · -0%QXO0.9% · +88%WMT0.9% · -1%LLY0.8% · -0%BABA0.7% · +24%DFSV0.7% · +1%URI0.6% · -0%GBIL0.5% · newVBIL0.5% · +638%FDX0.5% · +33%NVT0.4% · -13%SPY0.4% · +1%NOW0.4% · 0%MAR0.4% · -1%EMR0.4% · -0%UBER0.4% · -24%CM0.3% · -5%XLI0.3% · +1%MLM0.3% · -0%ET0.3% · -2%NFLX0.3% · -1%KO0.3% · -14%VHT0.3% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 40%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 31, 2026.

Assets Under Management
$678.3M
Discretionary
$501.1M
Employees
5
Accounts
547
Address
2875 SOUTH OCEAN BLVD.
SUITE 200-26
PALM BEACH, FL 33480
Phone
(646) 343-9772
Website
Name Title / Status Ownership Type
DAVIS, CHRISTOPHER, PAUL ControlCHIEF COMPLIANCE OFFICER, MANAGING MEMBER
since May 2019
50–75%Individual
DAVIS, PAUL, WILLIAM ControlMANAGING MEMBER
since May 2019
50–75%Individual
MCGRATH III, JOSEPH, PATRICKDIRECTOR OF INVESTOR RELATIONS
since Jul 2026
Less than 5%Individual
Ownership & leadership changes · 4 filings with changes since Apr 1, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 5, 2026 filing
  • AddedMCGRATH III, JOSEPH, PATRICK · DIRECTOR OF INVESTOR RELATIONS · Less than 5%
Mar 28, 2024 filing
  • ChangedDAVIS, CHRISTOPHER, PAUL · title CHIEF COMPLIANCE OFFICER, MEMBER → CHIEF COMPLIANCE OFFICER, MANAGING MEMBER
May 16, 2019 filing
  • No longer listedKURLANDER, JOHN, ROBERT · CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER · 75% or more · control person · listed since Mar 2019
  • AddedDAVIS, CHRISTOPHER, PAUL · CHIEF COMPLIANCE OFFICER, MEMBER · 50–75% · control person
  • AddedDAVIS, PAUL, WILLIAM · MANAGING MEMBER · 50–75% · control person
May 7, 2019 filing
  • ChangedKURLANDER, JOHN, ROBERT · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER
Apr 1, 2019 filing (earliest on record)
  • ListedKURLANDER, JOHN, ROBERT · CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Hudson Value Partners, LLC Holdings (2026-06-30)

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 ALPHABET INC CAP STK CL A GOOGL 02079K305 $25.7M 6.45% 71,952 SH
2 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $23.5M 5.90% 46,971 SH
3 CORNING INC COM GLW 219350105 $20.1M 5.04% 78,634 SH
4 APPLE INC COM AAPL 037833100 $17.9M 4.49% 61,779 SH
5 MICROSOFT CORP COM MSFT 594918104 $14.3M 3.58% 38,209 SH
6 DELL TECHNOLOGIES INC CL C DELL 24703L202 $13.0M 3.26% 30,104 SH
7 ASML HLDG NV N Y REGISTRY SHS ASML N07059210 $12.7M 3.18% 6,367 SH
8 EVERUS CONSTR GROUP COM ECG 300426103 $12.4M 3.10% 74,538 SH
9 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $10.0M 2.52% 27,116 SH
10 JOHNSON & JOHNSON COM JNJ 478160104 $9.8M 2.47% 38,698 SH
11 NVIDIA CORPORATION COM NVDA 67066G104 $9.8M 2.46% 49,009 SH
12 ALPHABET INC CAP STK CL C GOOG 02079K107 $9.0M 2.26% 25,451 SH
13 VISA INC COM CL A V 92826C839 $8.5M 2.14% 24,902 SH
14 THERMO FISHER SCIENTIFIC INC COM TMO 883556102 $8.3M 2.10% 16,653 SH
15 MARKEL GROUP INC COM MKL 570535104 $7.7M 1.93% 3,940 SH
16 AMGEN INC COM AMGN 031162100 $7.7M 1.92% 21,171 SH
17 MDU RES GROUP INC COM MDU 552690109 $7.4M 1.85% 348,073 SH
18 MERCK & CO INC COM MRK 58933Y105 $7.4M 1.85% 57,439 SH
19 FRANCO NEV CORP COM FNV 351858105 $7.0M 1.76% 33,589 SH
20 ESAB CORPORATION COM ESAB 29605J106 $6.5M 1.63% 65,729 SH
21 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $6.4M 1.61% 6,866 SH
22 QUALCOMM INC COM QCOM 747525103 $6.4M 1.60% 34,418 SH
23 ADVANCED MICRO DEVICES INC COM AMD 007903107 $6.2M 1.54% 10,591 SH
24 ONEOK INC NEW COM OKE 682680103 $5.9M 1.48% 67,843 SH
25 DEERE & CO COM DE 244199105 $5.8M 1.45% 9,130 SH
26 JPMORGAN CHASE & CO COM JPM 46625H100 $5.7M 1.44% 17,496 SH
27 BUILDERS FIRSTSOURCE INC COM BLDR 12008R107 $5.4M 1.37% 60,904 SH
28 ATLANTA BRAVES HLDGS INC COM SER A BATRA 047726104 $5.4M 1.37% 96,702 SH
29 AMENTUM HOLDINGS INC COM AMTM 023939101 $5.2M 1.30% 250,185 SH
30 FIDELITY NATL FINL INC COM SHS FNF 31620R303 $4.7M 1.19% 100,489 SH
31 KNIFE RIVER CORP COMMON STOCK KNF 498894104 $4.7M 1.17% 55,618 SH
32 GOLDMAN SACHS HEDGE INDUSTRY VIP ETF GVIP 381430545 $4.6M 1.14% 24,163 SH
33 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $4.5M 1.12% 23,460 SH
34 CANADIAN PACIFIC KANSAS CITY COM CP 13646K108 $4.3M 1.09% 50,029 SH
35 MCDONALDS CORP COM MCD 580135101 $4.3M 1.07% 15,790 SH
36 AMAZON COM INC COM AMZN 023135106 $4.0M 1.00% 16,722 SH
37 META PLATFORMS INC CL A META 30303M102 $3.8M 0.97% 6,829 SH
38 CROWDSTRIKE HLDGS INC CL A CRWD 22788C105 $3.8M 0.96% 5,000 SH
39 QXO INC COM NEW QXO 82846H405 $3.7M 0.94% 215,998 SH
40 WALMART INC COM WMT 931142103 $3.6M 0.90% 31,745 SH
41 ELI LILLY & CO COM LLY 532457108 $3.1M 0.78% 2,587 SH
42 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA 01609W102 $2.8M 0.71% 29,344 SH
43 DIMENSIONAL US SMALL CAP VALUE ETF DFSV 25434V815 $2.6M 0.66% 67,407 SH
44 UNITED RENTALS INC COM URI 911363109 $2.2M 0.55% 1,933 SH
45 ACCESS TREASURY 0-1 YEAR ETF GBIL 381430529 $2.0M 0.50% 20,023 SH
46 VANGUARD 0-3 MONTH TREASURY BILL ETF VBIL 922040845 $1.9M 0.47% 24,783 SH
47 FEDEX CORP COM FDX 31428X106 $1.8M 0.45% 5,776 SH
48 NVENT ELEC PLC SHS NVT G6700G107 $1.7M 0.43% 10,070 SH
49 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $1.7M 0.42% 2,239 SH
50 SERVICENOW INC COM NOW 81762P102 $1.6M 0.41% 16,420 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-10 $398.5M 113 0001840501-26-000004
2026-03-31 2026-04-14 $335.1M 101 0001840501-26-000002
2025-12-31 2026-01-28 $335.8M 111 0001840501-26-000001
Filer Information
Address
2875 SOUTH OCEAN BLVD
SUITE 200-26
PALM BEACH, FL 33480
Phone
(646) 343-9773
Filing Manager
Hudson Value Partners, LLC
PALM BEACH, FL
Signatory
Christopher Davis
CCO and Managing Member