Hudson Value Partners, LLC
Long book
$334.9M
Q1 2026
Positions
100
Top-10 weight
38%
concentration
Last quarter
+15.7%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsHudson Value Partners, LLC is a diversified fundamental manager, running a $334.9M US long book across 100 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, ALPHABET INC-CL A, APPLE INC, MICROSOFT CORP, CORNING INC.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.6%
Q2 2024
+5.7%
Q3 2024
+0.7%
Q4 2024
-3.1%
Q1 2025
+8.1%
Q2 2025
+9.6%
Q3 2025
+3.9%
Q4 2025
-0.3%
Q1 2026
+15.7%
Sector allocation
Technology 31%
Industrials 17%
Financials 14%
Healthcare 9%
Consumer discretionary 9%
Services media 8%
Materials 7%
Utilities 3%
Long book by quarter
What does Hudson Value own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 45.9K | $22.0M | 6.6% | +3.6% |
| GOOGL ALPHABET INC-CL A | Technology | 73.9K | $21.3M | 6.3% | +0.1% |
| AAPL APPLE INC | Technology | 63.4K | $16.1M | 4.8% | -1.5% |
| MSFT MICROSOFT CORP | Technology | 35.5K | $13.1M | 3.9% | +11.7% |
| GLW CORNING INC | Industrials | 88.0K | $12.0M | 3.6% | -1.6% |
| ECG EVERUS CONSTRUCTION GROUP | Industrials | 76.8K | $9.1M | 2.7% | -3.7% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 6.8K | $8.9M | 2.7% | -12.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 35.7K | $8.7M | 2.6% | -1.1% |
| FNV FRANCO-NEVADA CORP | Materials | 33.9K | $8.4M | 2.5% | +5.2% |
| NVDA NVIDIA CORP | Technology | 44.4K | $7.7M | 2.3% | -7.2% |
| GOOG ALPHABET INC-CL C | Technology | 26.8K | $7.7M | 2.3% | -14.1% |
| DELL DELL TECHNOLOGIES -C | Technology | 44.7K | $7.3M | 2.2% | +0.9% |
| MDU MDU RESOURCES GROUP INC | Materials | 350.7K | $7.3M | 2.2% | +2.8% |
| V VISA INC-CLASS A SHARES | Services media | 23.8K | $7.2M | 2.1% | +2.8% |
| AMGN AMGEN INC | Healthcare | 20.3K | $7.2M | 2.1% | +0.9% |
| MRK MERCK & CO. INC. | Healthcare | 59.2K | $7.1M | 2.1% | +1.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 7.0K | $7.0M | 2.1% | -5.8% |
| MKL MARKEL GROUP INC | Financials | 3.6K | $6.8M | 2.0% | +1.3% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 13.3K | $6.6M | 2.0% | +25.5% |
| OKE ONEOK INC | Utilities | 64.6K | $5.8M | 1.7% | +55.5% |
| AMTM AMENTUM HOLDINGS INC | Services media | 203.9K | $5.3M | 1.6% | +8.5% |
| ESAB ESAB CORP | Industrials | 54.8K | $5.3M | 1.6% | +9.5% |
| FNF FIDELITY NATIONAL FINANCIAL | Financials | 103.3K | $4.8M | 1.4% | -2.0% |
| JPM JPMORGAN CHASE & CO | Financials | 16.1K | $4.7M | 1.4% | +6.9% |
| DE DEERE & CO | Industrials | 8.4K | $4.7M | 1.4% | 0.0% |
| BLDR BUILDERS FIRSTSOURCE INC | Consumer discretionary | 55.3K | $4.6M | 1.4% | -7.3% |
| KNF KNIFE RIVER CORP | Materials | 55.5K | $4.5M | 1.4% | +2.2% |
| BATRA ATLANTA BRAVES HOLDINGS IN-A | Services media | 90.2K | $4.3M | 1.3% | -0.3% |
| QCOM QUALCOMM INC | Technology | 32.6K | $4.2M | 1.3% | -1.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 12.9K | $4.0M | 1.2% | +0.1% |
| META META PLATFORMS INC-CLASS A | Technology | 7.0K | $4.0M | 1.2% | +12.6% |
| WMT WALMART INC | Consumer discretionary | 32.0K | $4.0M | 1.2% | -3.8% |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 48.4K | $3.8M | 1.1% | +0.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 17.6K | $3.7M | 1.1% | -2.8% |
| AMD ADVANCED MICRO DEVICES | Technology | 15.4K | $3.1M | 0.9% | +48.3% |
| LLY ELI LILLY & CO | Healthcare | 2.6K | $2.4M | 0.7% | -6.5% |
| QXO QXO INC | Consumer discretionary | 115.1K | $2.2M | 0.7% | +15.5% |
| UBER UBER TECHNOLOGIES INC | Services media | 27.8K | $2.0M | 0.6% | +6.5% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 5.0K | $2.0M | 0.6% | +6.4% |
| NFLX NETFLIX INC | Services media | 18.1K | $1.7M | 0.5% | Held |
| NOW SERVICENOW INC | Technology | 16.4K | $1.7M | 0.5% | +142.4% |
| FDX FEDEX CORP | Industrials | 4.4K | $1.6M | 0.5% | -0.6% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 4.4K | $1.4M | 0.4% | -0.6% |
| EMR EMERSON ELECTRIC CO | Industrials | 10.8K | $1.4M | 0.4% | -0.2% |
| URI UNITED RENTALS INC | Services media | 1.9K | $1.4M | 0.4% | -10.0% |
| LDOS LEIDOS HOLDINGS INC | Technology | 9.0K | $1.4M | 0.4% | New |
| NVT NVENT ELECTRIC PLC | Industrials | 11.6K | $1.4M | 0.4% | -0.9% |
| KO COCA-COLA CO/THE | Consumer staples | 18.0K | $1.4M | 0.4% | -1.3% |
| MLM MARTIN MARIETTA MATERIALS | Materials | 2.3K | $1.3M | 0.4% | -3.2% |
| ET ENERGY TRANSFER LP | Utilities | 68.3K | $1.3M | 0.4% | +5.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 14, 2026 | 101 | $335.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 111 | $335.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 113 | $323.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 110 | $289.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 22, 2025 | 100 | $266.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ANEW HOLDINGS | Feb 18, 2025 | 1 | $4.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 3, 2025 | 91 | $263.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 97 | $257.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 91 | $236.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 94 | $235.4M | canonical | SEC ↗ |
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