SEC 13F Intelligence

Hudson Value Partners, LLC / DELL

Hudson Value Partners, LLC’s Dell Technologies Inc Position

Does Hudson Value Partners, LLC own Dell Technologies Inc (DELL)? Yes — 44.7K shares worth $7M (+2.19% of its 13F portfolio) as of Q1 2026, up from 44.3K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
44.7K
% of Portfolio
+2.19%
Quarters Held
5
currently held

Position History DELL

Reported value by quarter
Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.7K$7M+2.19%
Q4 202544.3K$6M+1.68%
Q3 202544.1K$6M+1.93%
Q2 202544.2K$5M+1.87%
Q1 202544.9K$4M+1.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hudson Value Partners, LLC’s full portfolio or all institutional holders of DELL.