Hudson Value Partners’s Amentum Holdings AMTM Stock Holding History

Hudson Value Partners’s Portfolio AMTM Stock Details AMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.17M	Buy	250,185 +46,275	+23%	+$1.12M	1.3%	29
2026 Q1	$5.32M	Buy	203,910 +15,917	+8%	+$499K	1.59%	22
2025 Q4	$5.5M	Buy	187,993 +2,168	+1%	+$55.4K	1.64%	25
2025 Q3	$4.45M	Buy	185,825 +124	+0.1%	+$3.02K	1.38%	26
2025 Q2	$4.38M	Sell	185,701 -2,582	-1%	-$54K	1.51%	25
2025 Q1	$3.43M	Buy	+188,283	New	+$3.83M	1.29%	28

Other funds holding AMTM

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hudson Value Partners's AMTM Position: Q2 2026 in Review

Hudson Value Partners increased its Amentum Holdings (AMTM) stake by 23% in Q2 2026, buying an estimated $1.12M and bringing the position to 250,185 shares worth $5.17M. The position accounts for 1.3% of the portfolio, ranked #29.

Hudson Value Partners first reported a position in AMTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.5M in Q4 2025. 102 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

Hudson Value Partners held 250,185 shares of Amentum Holdings worth $5.17M as of Q2 2026.
Hudson Value Partners bought 46,275 Amentum Holdings shares in Q2 2026, an estimated $1.12M.
Amentum Holdings made up 1.3% of Hudson Value Partners's portfolio in Q2 2026, its #29 holding.
Hudson Value Partners first reported a position in Amentum Holdings in Q1 2025 and has held it in 6 quarters since.
Hudson Value Partners's Amentum Holdings position peaked at $5.5M in Q4 2025.
102 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.