Hudson Way Capital Management
Latest statistics and disclosures from Hudson Way Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KKR, CHDN, SSNC, TDG, HLT, and represent 51.98% of Hudson Way Capital Management's stock portfolio.
- Added to shares of these 9 stocks: KBR (+$34M), GWRE (+$19M), HLT (+$19M), SSNC (+$15M), V (+$13M), TDG (+$13M), PGR, TYL, SPOT.
- Reduced shares in these 6 stocks: IBKR (-$23M), KKR (-$17M), GIL (-$5.9M), TPX, SPGI, CHDN.
- Hudson Way Capital Management was a net buyer of stock by $61M.
- Hudson Way Capital Management has $885M in assets under management (AUM), dropping by 11.09%.
- Central Index Key (CIK): 0001697597
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Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 15 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kkr & Co (KKR) | 14.3 | $127M | -11% | 857k | 147.91 |
|
| Churchill Downs (CHDN) | 13.8 | $122M | 913k | 133.54 |
|
|
| Ss&c Technologies Holding (SSNC) | 8.8 | $78M | +24% | 1.0M | 75.78 |
|
| TransDigm Group Incorporated (TDG) | 8.1 | $72M | +21% | 57k | 1267.28 |
|
| Hilton Worldwide Holdings (HLT) | 7.0 | $62M | +44% | 251k | 247.16 |
|
| KBR (KBR) | 6.9 | $61M | +128% | 1.1M | 57.93 |
|
| Guidewire Software (GWRE) | 6.2 | $55M | +54% | 325k | 168.58 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 5.9 | $52M | -30% | 297k | 176.67 |
|
| Tempur-Pedic International (TPX) | 5.3 | $47M | -8% | 835k | 56.69 |
|
| S&p Global (SPGI) | 4.9 | $43M | -5% | 86k | 498.03 |
|
| Tyler Technologies (TYL) | 4.6 | $41M | +2% | 71k | 576.64 |
|
| Progressive Corporation (PGR) | 4.4 | $39M | +2% | 164k | 239.61 |
|
| Visa Com Cl A (V) | 4.4 | $39M | +49% | 122k | 316.04 |
|
| Spotify Technology S A SHS (SPOT) | 3.3 | $29M | 65k | 447.38 |
|
|
| Gildan Activewear Inc Com Cad (GIL) | 2.1 | $19M | -24% | 395k | 47.05 |
|
Past Filings by Hudson Way Capital Management
SEC 13F filings are viewable for Hudson Way Capital Management going back to 2016
- Hudson Way Capital Management 2024 Q4 filed Feb. 14, 2025
- Hudson Way Capital Management 2024 Q3 filed Nov. 14, 2024
- Hudson Way Capital Management 2024 Q2 filed Aug. 14, 2024
- Hudson Way Capital Management 2024 Q1 filed May 15, 2024
- Hudson Way Capital Management 2023 Q4 filed Feb. 14, 2024
- Hudson Way Capital Management 2023 Q3 filed Nov. 14, 2023
- Hudson Way Capital Management 2023 Q2 filed Aug. 14, 2023
- Hudson Way Capital Management 2023 Q1 filed May 15, 2023
- Hudson Way Capital Management 2022 Q4 filed Feb. 14, 2023
- Hudson Way Capital Management 2022 Q3 filed Nov. 14, 2022
- Hudson Way Capital Management 2022 Q2 filed Aug. 15, 2022
- Hudson Way Capital Management 2022 Q1 filed May 16, 2022
- Hudson Way Capital Management 2021 Q4 filed Feb. 14, 2022
- Hudson Way Capital Management 2021 Q3 filed Nov. 15, 2021
- Hudson Way Capital Management 2021 Q2 filed Aug. 16, 2021
- Hudson Way Capital Management 2021 Q1 filed May 17, 2021