Hudson Value Partners’s Nuveen Churchill Direct Lending NCDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$468K	Hold	37,720	–	–	0.12%	84
2026 Q1	$480K	Hold	37,720	–	–	0.14%	81
2025 Q4	$503K	Hold	37,720	–	–	0.15%	83
2025 Q3	$521K	Sell	37,720 -5,234	-12%	-$83.7K	0.16%	84
2025 Q2	$695K	Hold	42,954	–	–	0.24%	74
2025 Q1	$729K	Hold	42,954	–	–	0.27%	69
2024 Q4	$721K	Buy	42,954 +21,345	+99%	+$366K	0.27%	68
2024 Q3	$376K	Buy	+21,609	New	+$378K	0.15%	82

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Hudson Value Partners held its Nuveen Churchill Direct Lending (NCDL) position steady in Q2 2026 at 37,720 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #84.

Hudson Value Partners first reported a position in NCDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $729K in Q1 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Hudson Value Partners held 37,720 shares of Nuveen Churchill Direct Lending worth $468K as of Q2 2026.
Hudson Value Partners left its Nuveen Churchill Direct Lending share count unchanged in Q2 2026.
Nuveen Churchill Direct Lending made up 0.12% of Hudson Value Partners's portfolio in Q2 2026, its #84 holding.
Hudson Value Partners first reported a position in Nuveen Churchill Direct Lending in Q3 2024 and has held it in 8 quarters since.
Hudson Value Partners's Nuveen Churchill Direct Lending position peaked at $729K in Q1 2025.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

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