Institutional Fund
Hudson Value Partners, LLC
Palm Beach, FLCIK 18405015 filings on record
Portfolio Value
$334.92M
Q1 2026
Holdings
100
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.1%
from $335.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del6.6%
- Alphabet Inc6.3%
- Apple Inc4.8%
- Microsoft Corp3.9%
- Corning Inc3.6%
- Everus Constr Group2.7%
- Other72.1%
Portfolio Holdings
100 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 45.9K | $21.98M | 6.6% | +1.6K | Added |
| 2 | Alphabet Inc | 73.9K | $21.26M | 6.3% | +110 | Added |
| 3 | Apple Inc | 63.4K | $16.08M | 4.8% | −973 | Reduced |
| 4 | Microsoft Corp | 35.5K | $13.14M | 3.9% | +3.7K | Added |
| 5 | Corning Inc | 88.0K | $11.96M | 3.6% | −1.4K | Reduced |
| 6 | Everus Constr Group | 76.8K | $9.07M | 2.7% | −2.9K | Reduced |
| 7 | Asml Holding N V | 6.8K | $8.94M | 2.7% | −936 | Reduced |
| 8 | Johnson & Johnson | 35.7K | $8.72M | 2.6% | −389 | Reduced |
| 9 | Franco Nev Corp | 33.9K | $8.37M | 2.5% | +1.7K | Added |
| 10 | Nvidia Corporation | 44.4K | $7.75M | 2.3% | −3.5K | Reduced |
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