Christopher Davis
Hudson Value Partners, Llc
Assets Managed
$398.502M
Holdings
113
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
18.93%(2Q avg: 9.36%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Hudson Value Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 113 positions.
Assets under management
The assets under management (AUM) of Hudson Value Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 398.502M in assets, with a quarterly growth rate of 18.93% and a 2-quarter average growth rate of 9.36%. The portfolio is managed by Christopher Davis, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
GOOGL Alphabet Inc-cl A
| 6.46% | $25.714M 71,952 shares@ $357.38 avg price | Decreased -2.66% |
BRK.B Berkshire Hathaway Inc-cl B
| 5.9% | $23.504M 46,971 shares@ $500.4 avg price | Increased 2.4% |
GLW Corning Inc
| 5.05% | $20.085M 78,634 shares@ $255.44 avg price | Decreased -10.6% |
AAPL Apple Inc
| 4.49% | $17.876M 61,779 shares@ $289.37 avg price | Decreased -2.5% |
MSFT Microsoft Corp
| 3.58% | $14.253M 38,209 shares@ $373.03 avg price | Increased 7.68% |
DELL Dell Technologies -c
| 3.26% | $12.989M 30,104 shares@ $431.47 avg price | Decreased -32.66% |
ASML Asml Holding Nv-ny Reg Shs
| 3.18% | $12.668M 6,367 shares@ $1989.62 avg price | Decreased -5.88% |
ECG Everus Construction Group
| 3.11% | $12.37M 74,538 shares@ $165.96 avg price | Decreased -2.96% |
VTI Vanguard Total Stock Mkt Etf
| 2.52% | $10.034M 27,116 shares@ $370.06 avg price | Increased 19.24% |
JNJ Johnson & Johnson
| 2.47% | $9.828M 38,698 shares@ $253.98 avg price | Increased 8.55% |
1-10 of 113