Hudson Way Capital Management as of Dec. 31, 2025
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 | 1.3M | 127.48 | |
| Churchill Downs (CHDN) | 9.4 | $118M | 1.0M | 113.78 | |
| Ss&c Technologies Holding (SSNC) | 8.3 | $105M | 1.2M | 87.42 | |
| Tempur-Pedic International (SGI) | 7.9 | $99M | 1.1M | 89.28 | |
| TransDigm Group Incorporated (TDG) | 7.7 | $98M | 73k | 1329.85 | |
| Hilton Worldwide Holdings (HLT) | 7.7 | $97M | 339k | 287.25 | |
| Visa Com Cl A (V) | 7.6 | $96M | 273k | 350.71 | |
| Gildan Activewear Inc Com Cad (GIL) | 6.9 | $87M | 1.4M | 62.46 | |
| S&p Global (SPGI) | 6.5 | $82M | 157k | 522.59 | |
| Guidewire Software (GWRE) | 5.0 | $63M | 312k | 201.01 | |
| Axon Enterprise (AXON) | 4.2 | $52M | 92k | 567.93 | |
| Appfolio Com Cl A (APPF) | 3.8 | $47M | 203k | 232.65 | |
| Tyler Technologies (TYL) | 3.6 | $45M | 99k | 453.95 | |
| Rocket Cos Com Cl A (RKT) | 3.1 | $39M | 2.0M | 19.36 | |
| Spotify Technology S A SHS (SPOT) | 2.8 | $35M | 60k | 580.71 | |
| LKQ Corporation (LKQ) | 1.8 | $23M | 764k | 30.20 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.8 | $10M | 157k | 64.31 |
