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Hudson Value Partners, LLC
Period ended Jun 30, 2026 · Latest filing Jul 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $398,501,590
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC CAP STK CL A · Stock · 02079K305 · shares: $25,713,840
- BERKSHIRE HATHAWAY INC DEL CL B NEW · Stock · 084670702 · shares: $23,504,181
- CORNING INC COM · Stock · 219350105 · shares: $20,085,490
- APPLE INC COM · Stock · 037833100 · shares: $17,876,439
- MICROSOFT CORP COM · Stock · 594918104 · shares: $14,252,929
- DELL TECHNOLOGIES INC CL C · Stock · 24703L202 · shares: $12,988,672
- ASML HLDG NV N Y REGISTRY SHS · ADR · N07059210 · shares: $12,667,891
- EVERUS CONSTR GROUP COM · Stock · 300426103 · shares: $12,369,734
- VANGUARD TOTAL STOCK MARKET ETF · ETF · 922908769 · shares: $10,034,363
- JOHNSON & JOHNSON COM · Stock · 478160104 · shares: $9,828,175
Reported holdings
113 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 850 shares | $267,402 |
| LENNAR CORP CL A | Stock | 526057104 | — | 2,752 shares | $249,028 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 2,135 shares | $245,760 |
| THOR INDS INC COM | Stock | 885160101 | — | 3,176 shares | $238,708 |
| RENAISSANCE IPO ETF | ETF | 759937204 | — | 3,910 shares | $232,332 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 508 shares | $220,132 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 78467X109 | — | 420 shares | $219,404 |
| PPG INDS INC COM | Stock | 693506107 | — | 1,800 shares | $218,322 |
| NVIDIA CORP COM EXP [email protected] | Option | 99QBBMP75 | CALL | 1,000 shares | $199,945 |
| CORNING CORP COM EXP 07-17-26 @170.000 | Option | 219350955 | PUT | 300 shares | $76,576 |
| DELL COM EXP 07-17-26 @230.000 | Option | 24703L952 | PUT | 100 shares | $43,146 |
| QUALCOMM 07-17-26 @175.000 | Option | 747525953 | PUT | 200 shares | $36,972 |
| MCDONALDS 07-17-26 @285.000 | Option | 580135901 | CALL | 100 shares | $27,031 |