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, V, SGI, SPGI, WWD, and represent 47.74% of Hudson Way Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: TXN (+$51M), WCN (+$50M), CHRW (+$43M), WWD (+$31M), SPGI (+$21M), TYL (+$15M), KKR (+$13M), CTAS (+$6.9M), RKT, TDG.
  • Started 3 new stock positions in TXN, CHRW, WCN.
  • Reduced shares in these 9 stocks: CHDN (-$45M), HLT (-$39M), AXON (-$35M), SPOT (-$19M), GWRE (-$10M), GIL (-$9.7M), SGI (-$6.1M), SSNC (-$5.2M), V.
  • Sold out of its position in AXON.
  • Hudson Way Capital Management was a net buyer of stock by $63M.
  • Hudson Way Capital Management has $1.1B in assets under management (AUM), dropping by 7.23%.
  • Central Index Key (CIK): 0001697597

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Portfolio Holdings for Hudson Way Capital Management

Hudson Way Capital Management holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kkr & Co (KKR) 13.8 $155M +8% 1.7M 91.78
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Visa Com Cl A (V) 10.1 $114M 331k 343.09
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Tempur-Pedic International (SGI) 8.4 $95M -6% 1.2M 78.40
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S&p Global (SPGI) 8.0 $90M +30% 222k 407.26
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Woodward Governor Company (WWD) 7.3 $82M +59% 193k 425.44
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TransDigm Group Incorporated (TDG) 6.0 $67M +2% 50k 1332.04
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Tyler Technologies (TYL) 4.8 $54M +38% 184k 292.46
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Spotify Technology S A SHS (SPOT) 4.7 $53M -26% 115k 459.13
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Cintas Corporation (CTAS) 4.6 $51M +15% 301k 170.08
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Texas Instruments Incorporated (TXN) 4.5 $51M NEW 170k 298.07
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Waste Connections (WCN) 4.5 $50M NEW 300k 166.69
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Hilton Worldwide Holdings (HLT) 4.3 $48M -44% 145k 330.46
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C H Robinson Worldwide In Com New (CHRW) 3.8 $43M NEW 226k 188.34
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Guidewire Software (GWRE) 3.7 $41M -19% 334k 123.05
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Ss&c Technologies Holding (SSNC) 3.1 $35M -12% 567k 62.05
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Gildan Activewear Inc Com Cad (GIL) 3.1 $34M -21% 665k 51.60
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Churchill Downs (CHDN) 2.9 $33M -57% 368k 89.64
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Rocket Cos Com Cl A (RKT) 2.4 $27M +7% 1.7M 15.75
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Past Filings by Hudson Way Capital Management

SEC 13F filings are viewable for Hudson Way Capital Management going back to 2016

View all past filings