§ 13F · FUND PROFILE
Hudson Value Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $323M (13F)Positions · 113Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 46K | $22M | 6.6% | +4% |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 74K | $21M | 6.3% | ±0% |
| 3 | AAPL | APPLE INC COM | 63K | $16M | 4.8% | −2% |
| 4 | MSFT | MICROSOFT CORP COM | 35K | $13M | 3.9% | +12% |
| 5 | GLW | CORNING INC COM | 88K | $12M | 3.6% | −2% |
| 6 | ECG | EVERUS CONSTR GROUP COM | 77K | $9M | 2.7% | −4% |
| 7 | ASML | ASML HLDG NV N Y REGISTRY SHS | 7K | $9M | 2.7% | −12% |
| 8 | JNJ | JOHNSON & JOHNSON COM | 36K | $9M | 2.6% | −1% |
| 9 | FNV | FRANCO NEV CORP COM | 34K | $8M | 2.5% | +5% |
| 10 | NVDA | NVIDIA CORPORATION COM | 44K | $8M | 2.3% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUDSON SIGNAL
AC read
Hudson Value Partners, LLC is a Other fund managing $323 million in assets. The fund runs a portfolio of 113 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed