Hudson Value Partners, LLC
CIK: 1840501SEC EDGAR →
Portfolio Value
$76.4B
Holdings
113
As of
Q2 2026
New Positions
113
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MDU RES GROUP INC COM | 348,073 | $7.4B | 9.66% |
| 2 | ESAB CORPORATION COM | 65,729 | $6.5B | 8.49% |
| 3 | ONEOK INC NEW COM | 67,843 | $5.9B | 7.72% |
| 4 | BUILDERS FIRSTSOURCE INC COM | 60,904 | $5.4B | 7.13% |
| 5 | ATLANTA BRAVES HLDGS INC COM SER A | 96,702 | $5.4B | 7.13% |
| 6 | AMENTUM HOLDINGS INC COM | 250,185 | $5.2B | 6.77% |
| 7 | FIDELITY NATL FINL INC COM SHS | 100,489 | $4.7B | 6.20% |
| 8 | KNIFE RIVER CORP COMMON STOCK | 55,618 | $4.7B | 6.09% |
| 9 | CANADIAN PACIFIC KANSAS CITY COM | 50,029 | $4.3B | 5.68% |
| 10 | QXO INC COM NEW | 215,998 | $3.7B | 4.89% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 16 | $27.1B | 35.5% |
| Financial Services | 31 | $15.3B | 20.0% |
| Basic Materials | 5 | $10.1B | 13.2% |
| Energy | 6 | $7.5B | 9.8% |
| Communication Services | 6 | $7.4B | 9.7% |
| Consumer Cyclical | 11 | $4.4B | 5.7% |
| Technology | 22 | $3.3B | 4.3% |
| Consumer Defensive | 5 | $1.3B | 1.7% |
| Healthcare | 7 | $36.9M | 0.0% |
| Unknown | 4 | $25.4M | 0.0% |