Hudson Value Partners, LLC
Hudson Value Partners, LLC reported 113 positions worth $398.5M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: GOOGL (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $25.7M | 6.45% | 71,952 | — | — | |
| ▸ 2 | BRK-B | SH | $23.5M | 5.90% | 46,971 | — | — | |
| ▸ 3 | GLW | SH | $20.1M | 5.04% | 78,634 | — | — | |
| ▸ 4 | AAPL | SH | $17.9M | 4.49% | 61,779 | — | — | |
| ▸ 5 | MSFT | SH | $14.3M | 3.58% | 38,209 | — | — | |
| ▸ 6 | DELL | SH | $13.0M | 3.26% | 30,104 | — | — | |
| ▸ 7 | ASML | SH | $12.7M | 3.18% | 6,367 | — | — | |
| ▸ 8 | ECG | SH | $12.4M | 3.10% | 74,538 | — | — | |
| ▸ 9 | VTI | SH | $10.0M | 2.52% | 27,116 | — | — | |
| ▸ 10 | JNJ | SH | $9.8M | 2.47% | 38,698 | — | — |
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Frequently Asked Questions
What stocks does Hudson Value Partners, LLC hold as of Q2 2026?
Hudson Value Partners, LLC reported 113 positions worth $398.5M in its Q2 2026 13F filing. Largest positions: GOOGL (6.5%), BRK-B (5.9%), GLW (5.0%), AAPL (4.5%) and MSFT (3.6%).
What did Hudson Value Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Hudson Value Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.