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, HLT, CHDN, and represent 47.56% of Hudson Way Capital Management's stock portfolio.
  • Added to shares of these 9 stocks: SPOT (+$47M), CTAS (+$44M), WWD (+$43M), KKR (+$25M), V (+$18M), GWRE (+$16M), SGI (+$13M), TYL (+$12M), SPGI (+$5.6M).
  • Started 2 new stock positions in WWD, CTAS.
  • Reduced shares in these 10 stocks: APPF (-$47M), SSNC (-$37M), GIL (-$30M), TDG (-$28M), LKQ (-$23M), HLT (-$23M), CHDN (-$15M), , RKT (-$6.0M), AXON.
  • Sold out of its positions in APPF, IBKR, LKQ.
  • Hudson Way Capital Management was a net seller of stock by $-510k.
  • Hudson Way Capital Management has $1.0B in assets under management (AUM), dropping by -16.85%.
  • Central Index Key (CIK): 0001697597

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Portfolio Holdings for Hudson Way Capital Management

Hudson Way Capital Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kkr & Co (KKR) 13.7 $144M +20% 1.6M 92.50
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Visa Com Cl A (V) 9.6 $101M +21% 333k 302.24
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Tempur-Pedic International (SGI) 9.1 $95M +15% 1.3M 73.92
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Hilton Worldwide Holdings (HLT) 7.7 $80M -22% 264k 304.08
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Churchill Downs (CHDN) 7.5 $78M -16% 870k 89.83
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Spotify Technology S A SHS (SPOT) 7.2 $76M +162% 156k 484.91
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S&p Global (SPGI) 6.9 $72M +8% 170k 425.34
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Guidewire Software (GWRE) 5.9 $62M +33% 416k 149.56
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TransDigm Group Incorporated (TDG) 5.5 $57M -32% 49k 1158.96
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Gildan Activewear Inc Com Cad (GIL) 4.5 $47M -38% 852k 55.65
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Tyler Technologies (TYL) 4.3 $45M +34% 132k 342.38
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Cintas Corporation (CTAS) 4.2 $44M NEW 261k 169.14
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Ss&c Technologies Holding (SSNC) 4.2 $44M -45% 651k 67.57
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Woodward Governor Company (WWD) 4.1 $43M NEW 121k 357.92
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Axon Enterprise (AXON) 3.3 $35M -11% 82k 424.69
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Rocket Cos Com Cl A (RKT) 2.1 $22M -21% 1.6M 14.25
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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

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