Hudson Value Partners Activity in Q2 2026
This analysis details observable purchases and sales by Hudson Value Partners during the second quarter of 2026, based solely on disclosed data.
According to filings available through InsiderSet, Hudson Value Partners, a private investment firm, made several notable changes to its portfolio holdings during the second quarter of 2026.
The investor significantly increased their stake in QXO INC COM NEW (QXO), acquiring an additional 100,856 shares. This substantial increase of over 87% suggests strong confidence in this Technology sector holding.
Another major purchase was observed in AMENTUM HOLDINGS INC COM (AMTM), with the investor adding approximately 46,275 shares. This represented an increase of nearly a quarter and pushed its portfolio allocation to over 1%.
Additionally, Hudson Value Partners made a significant investment in ACCESS TREASURY 0-1 YEAR ETF (GBIL), acquiring all of the newly issued shares. This move increased their allocation to this fixed income holding by over one full percentage point.
On the other side, the investor reduced positions in several Technology stocks including DELL TECHNOLOGIES INC CL C (DELL), which saw a nearly 33% reduction in shares held. Similarly, holdings in CORNING INC COM (GLW) and NVIDIA CORPORATION COM (NVDA) were decreased by over 10% each.
The investor also sold shares in other Technology holdings like UBER TECHNOLOGIES INC COM (UBER), which experienced a nearly 24% reduction. Furthermore, they added to their position in ESAB CORPORATION COM (ESAB) within the Industrials sector.
In summary, Hudson Value Partners focused on adding new positions and increasing stakes during Q2 2026. Key additions included substantial increases in AQXO, a significant investment in AMTM, and a full position takeout of GBIL. Reductions were noted across several Technology stocks.