Stock Taper 
HUDSON VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MDU Resources Group, Inc. | MDU | 348.07K | $7.38M |
 Amentum Holdings, Inc. | AMTM | 250.19K | $5.17M |
 QXO, Inc. | QXO | 216K | $3.73M |
 Fidelity National Financial, Inc. | FNF | 100.49K | $4.74M |
 Atlanta Braves Holdings, Inc. | BATRA | 96.7K | $5.45M |
 Corning Inc | GLW | 78.63K | $20.09M |
 Everus Construction Group, Inc. | ECG | 74.54K | $12.37M |
 Alphabet Inc. | GOOGL | 71.95K | $25.71M |
 ONEOK, Inc. | OKE | 67.84K | $5.9M |
 Energy Transfer LP | ET | 67.28K | $1.29M |
 ESAB Corporation | ESAB | 65.73K | $6.48M |
 Apple Inc. | AAPL | 61.78K | $17.88M |
 Builders FirstSource, Inc. | BLDR | 60.9K | $5.45M |
 Merck & Co., Inc. | MRK | 57.44K | $7.38M |
 Knife River Corporation | KNF | 55.62K | $4.65M |
 Canadian Pacific Kansas City Ltd. | CP | 50.03K | $4.34M |
 NVIDIA Corporation | NVDA | 49.01K | $9.81M |
 Berkshire Hathaway Inc. | BRK-B | 46.97K | $23.5M |
 Johnson & Johnson | JNJ | 38.7K | $9.83M |
 Microsoft Corporation | MSFT | 38.21K | $14.25M |