Hudson Value Partners
Hudson Value Partners reported 108 stocks worth $398M in its 13F filing for Q2 2026, filed Jul 10, 2026. Its largest holdings are GOOGL (6.5%), BRK.B (5.9%) and GLW (5.0%). Compared with Q1 2026, the fund opened new positions in GBIL, ARW and MGA, added to BRK.B, MSFT and VTI, trimmed GOOGL, GLW and AAPL and sold out of XLC, DHR and ABT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $25.7M | 6.5% | 72K | −1,970 (−3%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $23.5M | 5.9% | 47K | +1,098 (+2%) | 8 of 8 | |
| 3 |  GLW Corning Inc | $20.1M | 5.0% | 79K | −9,331 (−11%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $17.9M | 4.5% | 62K | −1,588 (−3%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $14.3M | 3.6% | 38K | +2,722 (+8%) | 8 of 8 | |
| 6 |  DELL Dell Technologies Inc | $13M | 3.3% | 30K | −15K (−33%) | 6 of 8 | |
| 7 |  ASML Asml Holding N V | $12.7M | 3.2% | 6,367 | −398 (−6%) | 8 of 8 | |
| 8 |  ECG Everus Constr Group | $12.4M | 3.1% | 75K | −2,277 (−3%) | 7 of 8 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $10M | 2.5% | 27K | +4,374 (+19%) | 8 of 8 | |
| 10 |  JNJ Johnson & Johnson | $9.8M | 2.5% | 39K | +3,045 (+9%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hudson Value Partners 13F FAQ
What does Hudson Value Partners own?
Hudson Value Partners reported 108 stocks worth $398M in its 13F filing for Q2 2026, filed Jul 10, 2026. Its largest holdings are GOOGL (6.5%), BRK.B (5.9%) and GLW (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Hudson Value Partners buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 39 added to, 40 trimmed and 5 sold out. New positions include GBIL, ARW and MGA. It sold all of XLC, DHR and ABT.
When will Hudson Value Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hudson Value Partners's portfolio worth?
The Q2 2026 filing reports $398M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.