HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDU | 339K | $6.04M |
 | AMTM | 186K | $4.45M |
 | FNF | 104K | $6.31M |
 | QXO | 100K | $1.91M |
 | GLW | 89K | $7.26M |
 | BATRA | 88K | $4.00M |
 | ECG | 79K | $6.78M |
 | GOOGL | 75K | $18.23M |
 | AAPL | 66K | $16.90M |
 | ET | 65K | $1.11M |
 | BLDR | 59K | $7.17M |
 | MRK | 59K | $4.94M |
 | KNF | 54K | $4.15M |
 | NVDA | 51K | $9.56M |
 | ESAB | 49K | $5.45M |
 | CP | 46K | $3.45M |
 | DELL | 44K | $6.25M |
 | BRK-B | 43K | $21.63M |
 | NCDL | 38K | $520.54K |
 | JNJ | 35K | $6.47M |
MDU Resources Group, Inc.
MDU
Shares Held
339K
Value
$6.04M
Amentum Holdings, Inc.
AMTM
Shares Held
186K
Value
$4.45M
Fidelity National Financial, Inc.
FNF
Shares Held
104K
Value
$6.31M
QXO Inc
QXO
Shares Held
100K
Value
$1.91M
Corning Incorporated
GLW
Shares Held
89K
Value
$7.26M
Atlanta Braves Holdings, Inc.
BATRA
Shares Held
88K
Value
$4.00M
Everus Construction Group, Inc.
ECG
Shares Held
79K
Value
$6.78M
Alphabet Inc.
GOOGL
Shares Held
75K
Value
$18.23M
Apple Inc.
AAPL
Shares Held
66K
Value
$16.90M
Energy Transfer LP
ET
Shares Held
65K
Value
$1.11M
Builders FirstSource, Inc.
BLDR
Shares Held
59K
Value
$7.17M
Merck & Co., Inc.
MRK
Shares Held
59K
Value
$4.94M
Knife River Corporation
KNF
Shares Held
54K
Value
$4.15M
NVIDIA Corporation
NVDA
Shares Held
51K
Value
$9.56M
ESAB Corporation
ESAB
Shares Held
49K
Value
$5.45M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
46K
Value
$3.45M
Dell Technologies Inc.
DELL
Shares Held
44K
Value
$6.25M
Berkshire Hathaway Inc.
BRK-B
Shares Held
43K
Value
$21.63M
Nuveen Churchill Direct Lending Corp.
NCDL
Shares Held
38K
Value
$520.54K
Johnson & Johnson
JNJ
Shares Held
35K
Value
$6.47M