Hudson Value Partners, LLC: 13F holdings
CIK 18405012026Q2
| Positions | 113 |
|---|
| Reported value | $398.5m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 113 (+12 vs prior quarter) |
|---|
| Reported value | $398.5m (+18.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC CAP STK CL A | 71,952 | $25.7m | 6.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 46,971 | $23.5m | 5.9% |
| GLW CORNING INC COM | 78,634 | $20.1m | 5.0% |
| AAPL APPLE INC COM | 61,779 | $17.9m | 4.5% |
| MSFT MICROSOFT CORP COM | 38,209 | $14.3m | 3.6% |
| DELL DELL TECHNOLOGIES INC CL C | 30,104 | $13.0m | 3.3% |
| ASML HLDG NV N Y REGISTRY SHS | 6,367 | $12.7m | 3.2% |
| ECG EVERUS CONSTR GROUP COM | 74,538 | $12.4m | 3.1% |
| VTI VANGUARD TOTAL STOCK MARKET ETF | 27,116 | $10.0m | 2.5% |
| JNJ JOHNSON & JOHNSON COM | 38,698 | $9.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840501")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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