Hudson Way Capital Management as of June 30, 2025
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 16 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 14.1 | $157M | 1.2M | 133.03 | |
| Tempur-Pedic International (SGI) | 9.9 | $109M | 1.6M | 68.05 | |
| Churchill Downs (CHDN) | 9.1 | $101M | 998k | 101.00 | |
| Hilton Worldwide Holdings (HLT) | 8.8 | $97M | 365k | 266.34 | |
| TransDigm Group Incorporated (TDG) | 8.7 | $97M | 64k | 1520.64 | |
| Visa Com Cl A (V) | 8.0 | $88M | 248k | 355.05 | |
| Ss&c Technologies Holding (SSNC) | 7.2 | $80M | 965k | 82.80 | |
| LKQ Corporation (LKQ) | 6.3 | $70M | 1.9M | 37.01 | |
| Tyler Technologies (TYL) | 6.2 | $69M | 116k | 592.84 | |
| Guidewire Software (GWRE) | 5.0 | $56M | 236k | 235.45 | |
| S&p Global (SPGI) | 5.0 | $55M | 104k | 527.29 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 3.4 | $38M | 684k | 55.41 | |
| Spotify Technology S A SHS (SPOT) | 2.9 | $32M | 42k | 767.34 | |
| Axon Enterprise (AXON) | 2.5 | $27M | 33k | 827.94 | |
| KBR (KBR) | 1.6 | $18M | 376k | 47.94 | |
| Progressive Corporation (PGR) | 1.2 | $14M | 51k | 266.86 |
