HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDU | 348K | $7.38M |
 | AMTM | 250K | $5.17M |
 | QXO | 216K | $3.73M |
 | FNF | 100K | $4.74M |
 | BATRA | 97K | $5.45M |
 | GLW | 79K | $20.09M |
 | ECG | 75K | $12.37M |
 | GOOGL | 72K | $25.71M |
 | OKE | 68K | $5.90M |
 | ET | 67K | $1.29M |
 | ESAB | 66K | $6.48M |
 | AAPL | 62K | $17.88M |
 | BLDR | 61K | $5.45M |
 | MRK | 57K | $7.38M |
 | KNF | 56K | $4.65M |
 | CP | 50K | $4.34M |
 | NVDA | 49K | $9.81M |
 | BRK-B | 47K | $23.50M |
 | JNJ | 39K | $9.83M |
 | MSFT | 38K | $14.25M |
MDU Resources Group, Inc.
MDU
Shares Held
348K
Value
$7.38M
Amentum Holdings, Inc.
AMTM
Shares Held
250K
Value
$5.17M
QXO, Inc.
QXO
Shares Held
216K
Value
$3.73M
Fidelity National Financial, Inc.
FNF
Shares Held
100K
Value
$4.74M
Atlanta Braves Holdings, Inc.
BATRA
Shares Held
97K
Value
$5.45M
Corning Inc
GLW
Shares Held
79K
Value
$20.09M
Everus Construction Group, Inc.
ECG
Shares Held
75K
Value
$12.37M
Alphabet Inc.
GOOGL
Shares Held
72K
Value
$25.71M
ONEOK, Inc.
OKE
Shares Held
68K
Value
$5.90M
Energy Transfer LP
ET
Shares Held
67K
Value
$1.29M
ESAB Corporation
ESAB
Shares Held
66K
Value
$6.48M
Apple Inc.
AAPL
Shares Held
62K
Value
$17.88M
Builders FirstSource, Inc.
BLDR
Shares Held
61K
Value
$5.45M
Merck & Co., Inc.
MRK
Shares Held
57K
Value
$7.38M
Knife River Corporation
KNF
Shares Held
56K
Value
$4.65M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
50K
Value
$4.34M
NVIDIA Corporation
NVDA
Shares Held
49K
Value
$9.81M
Berkshire Hathaway Inc.
BRK-B
Shares Held
47K
Value
$23.50M
Johnson & Johnson
JNJ
Shares Held
39K
Value
$9.83M
Microsoft Corporation
MSFT
Shares Held
38K
Value
$14.25M