Hudson Way Capital Management as of Sept. 30, 2025
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 15.5 | $182M | 1.4M | 129.95 | |
| Churchill Downs (CHDN) | 9.4 | $111M | 1.1M | 97.01 | |
| Ss&c Technologies Holding (SSNC) | 9.1 | $108M | 1.2M | 88.76 | |
| Tempur-Pedic International (SGI) | 8.2 | $96M | 1.1M | 84.33 | |
| TransDigm Group Incorporated (TDG) | 7.7 | $91M | 69k | 1318.02 | |
| Visa Com Cl A (V) | 7.0 | $82M | 242k | 341.38 | |
| Hilton Worldwide Holdings (HLT) | 6.9 | $81M | 313k | 259.44 | |
| S&p Global (SPGI) | 5.2 | $61M | 125k | 486.71 | |
| Guidewire Software (GWRE) | 4.9 | $58M | 253k | 229.86 | |
| Gildan Activewear Inc Com Cad (GIL) | 4.9 | $58M | 995k | 57.80 | |
| Appfolio Com Cl A (APPF) | 4.5 | $53M | 194k | 275.66 | |
| Tyler Technologies (TYL) | 4.5 | $53M | 101k | 523.16 | |
| LKQ Corporation (LKQ) | 3.8 | $44M | 1.4M | 30.54 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 3.3 | $39M | 568k | 68.81 | |
| Axon Enterprise (AXON) | 2.9 | $34M | 48k | 717.64 | |
| Spotify Technology S A SHS (SPOT) | 2.3 | $28M | 40k | 698.00 |
