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, SGI, TDG, and represent 46.34% of Hudson Way Capital Management's stock portfolio.
- Added to shares of these 10 stocks: RKT (+$39M), AXON (+$25M), GIL (+$25M), SPGI (+$16M), GWRE (+$12M), SPOT (+$12M), V (+$11M), HLT (+$7.5M), TDG (+$6.0M), APPF.
- Started 1 new stock position in RKT.
- Reduced shares in these 7 stocks: IBKR (-$26M), LKQ (-$21M), KKR (-$15M), CHDN (-$12M), SGI, TYL, SSNC.
- Hudson Way Capital Management was a net buyer of stock by $76M.
- Hudson Way Capital Management has $1.3B in assets under management (AUM), dropping by 6.69%.
- Central Index Key (CIK): 0001697597
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Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kkr & Co (KKR) | 13.0 | $164M | -8% | 1.3M | 127.48 |
|
| Churchill Downs (CHDN) | 9.4 | $118M | -8% | 1.0M | 113.78 |
|
| Ss&c Technologies Holding (SSNC) | 8.3 | $105M | 1.2M | 87.42 |
|
|
| Tempur-Pedic International (SGI) | 7.9 | $99M | -2% | 1.1M | 89.28 |
|
| TransDigm Group Incorporated (TDG) | 7.7 | $98M | +6% | 73k | 1329.85 |
|
| Hilton Worldwide Holdings (HLT) | 7.7 | $97M | +8% | 339k | 287.25 |
|
| Visa Com Cl A (V) | 7.6 | $96M | +13% | 273k | 350.71 |
|
| Gildan Activewear Inc Com Cad (GIL) | 6.9 | $87M | +39% | 1.4M | 62.46 |
|
| S&p Global (SPGI) | 6.5 | $82M | +24% | 157k | 522.59 |
|
| Guidewire Software (GWRE) | 5.0 | $63M | +23% | 312k | 201.01 |
|
| Axon Enterprise (AXON) | 4.2 | $52M | +92% | 92k | 567.93 |
|
| Appfolio Com Cl A (APPF) | 3.8 | $47M | +4% | 203k | 232.65 |
|
| Tyler Technologies (TYL) | 3.6 | $45M | -2% | 99k | 453.95 |
|
| Rocket Cos Com Cl A (RKT) | 3.1 | $39M | NEW | 2.0M | 19.36 |
|
| Spotify Technology S A SHS (SPOT) | 2.8 | $35M | +50% | 60k | 580.71 |
|
| LKQ Corporation (LKQ) | 1.8 | $23M | -47% | 764k | 30.20 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.8 | $10M | -72% | 157k | 64.31 |
|
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 2025 Q4 filed Feb. 17, 2026
- Hudson Way Capital Management 2025 Q3 filed Nov. 14, 2025
- Hudson Way Capital Management 2025 Q2 filed Aug. 14, 2025
- Hudson Way Capital Management 2025 Q1 filed May 15, 2025
- 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