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Hudson Way Capital Management LLC 13F holdings

Filed 2026-08-14 · Hudson Way Capital Management LLC · 18 positions · $1.1B

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TickerCompanySharesValue% of portfolio
KKRKKR & CO INC1.7M$155.0M13.8%
VVISA INC331.4K$113.7M10.1%
SGISOMNIGROUP INTERNATIONAL INC1.2M$94.5M8.4%
SPGIS&P GLOBAL INC221.5K$90.2M8.0%
WWDWOODWARD INC192.8K$82.0M7.3%
TDGTRANSDIGM GROUP INC50.4K$67.1M6.0%
TYLTYLER TECHNOLOGIES INC183.5K$53.7M4.8%
SPOTSPOTIFY TECHNOLOGY S A114.8K$52.7M4.7%
CTASCINTAS CORP301.3K$51.2M4.6%
TXNTEXAS INSTRS INC170.2K$50.7M4.5%
WCNWASTE CONNECTIONS INC299.5K$49.9M4.5%
HLTHILTON WORLDWIDE HLDGS INC145.4K$48.1M4.3%
CHRWC H ROBINSON WORLDWIDE IN225.7K$42.5M3.8%
GWREGUIDEWIRE SOFTWARE INC334.0K$41.1M3.7%
SSNCSS&C TECH HLDGS566.8K$35.2M3.1%
GILGILDAN ACTIVEWEAR INC664.8K$34.3M3.1%
CHDNCHURCHILL DOWNS INC368.1K$33.0M2.9%
RKTROCKET COS INC1.7M$26.6M2.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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