Hudson Value Partners, LLC
CIK 1840501
13F filing for Q2 2026・No. 4,496
- Holdings
- US$398.5M
- Quarter change
- +US$63.41M
- Entries
- 113
- Net bought (estimate)
- +US$4.28M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 5
- Cut 40
- Added 39
- Corporate actions 0
- Unchanged 16
Largest holdings
108 stocks worth US$398.12M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetStock | Cut | 71,952 | US$25.71M | 6.46% |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock | Added | 46,971 | US$23.5M | 5.90% |
| GLWCORNING INC COMStock | Cut | 78,634 | US$20.09M | 5.05% |
| AAPLAppleStock | Cut | 61,779 | US$17.88M | 4.49% |
| MSFTMicrosoftStock | Added | 38,209 | US$14.25M | 3.58% |
| DELLDELL TECHNOLOGIES INC CL CStock | Cut | 30,104 | US$12.99M | 3.26% |
| ASMLASML HLDG NV N Y REGISTRY SHSADR | Cut | 6,367 | US$12.67M | 3.18% |
| ECGEVERUS CONSTR GROUP COMStock | Cut | 74,538 | US$12.37M | 3.11% |
| VANGUARD TOTAL STOCK MARKET ETFETF | Added | 27,116 | US$10.03M | 2.52% |
| JNJJOHNSON & JOHNSON COMStock | Added | 38,698 | US$9.83M | 2.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.