HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDU | 341K | $6.72M |
 | AMTM | 188K | $5.50M |
 | FNF | 105K | $5.82M |
 | QXO | 100K | $2.06M |
 | BATRA | 90K | $3.85M |
 | GLW | 89K | $7.93M |
 | ECG | 80K | $6.98M |
 | GOOGL | 74K | $23.15M |
 | ET | 65K | $1.07M |
 | AAPL | 64K | $17.55M |
 | BLDR | 60K | $6.15M |
 | MRK | 58K | $6.18M |
 | KNF | 54K | $3.88M |
 | ESAB | 50K | $5.66M |
 | CP | 48K | $3.59M |
 | NVDA | 48K | $8.94M |
 | DELL | 44K | $5.65M |
 | BRK-B | 44K | $22.30M |
 | OKE | 42K | $3.06M |
 | NCDL | 38K | $503.19K |
MDU Resources Group, Inc.
MDU
Shares Held
341K
Value
$6.72M
Amentum Holdings, Inc.
AMTM
Shares Held
188K
Value
$5.50M
Fidelity National Financial, Inc.
FNF
Shares Held
105K
Value
$5.82M
QXO, Inc.
QXO
Shares Held
100K
Value
$2.06M
Atlanta Braves Holdings, Inc.
BATRA
Shares Held
90K
Value
$3.85M
Corning Incorporated
GLW
Shares Held
89K
Value
$7.93M
Everus Construction Group, Inc.
ECG
Shares Held
80K
Value
$6.98M
Alphabet Inc.
GOOGL
Shares Held
74K
Value
$23.15M
Energy Transfer LP
ET
Shares Held
65K
Value
$1.07M
Apple Inc.
AAPL
Shares Held
64K
Value
$17.55M
Builders FirstSource, Inc.
BLDR
Shares Held
60K
Value
$6.15M
Merck & Co., Inc.
MRK
Shares Held
58K
Value
$6.18M
Knife River Corporation
KNF
Shares Held
54K
Value
$3.88M
ESAB Corporation
ESAB
Shares Held
50K
Value
$5.66M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
48K
Value
$3.59M
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$8.94M
Dell Technologies Inc.
DELL
Shares Held
44K
Value
$5.65M
Berkshire Hathaway Inc.
BRK-B
Shares Held
44K
Value
$22.30M
ONEOK, Inc.
OKE
Shares Held
42K
Value
$3.06M
Nuveen Churchill Direct Lending Corp.
NCDL
Shares Held
38K
Value
$503.19K