Hudson Way Capital Management as of March 31, 2026
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 | 1.6M | 92.50 | |
| Visa Com Cl A (V) | 9.6 | $101M | 333k | 302.24 | |
| Tempur-Pedic International (SGI) | 9.1 | $95M | 1.3M | 73.92 | |
| Hilton Worldwide Holdings (HLT) | 7.7 | $80M | 264k | 304.08 | |
| Churchill Downs (CHDN) | 7.5 | $78M | 870k | 89.83 | |
| Spotify Technology S A SHS (SPOT) | 7.2 | $76M | 156k | 484.91 | |
| S&p Global (SPGI) | 6.9 | $72M | 170k | 425.34 | |
| Guidewire Software (GWRE) | 5.9 | $62M | 416k | 149.56 | |
| TransDigm Group Incorporated (TDG) | 5.5 | $57M | 49k | 1158.96 | |
| Gildan Activewear Inc Com Cad (GIL) | 4.5 | $47M | 852k | 55.65 | |
| Tyler Technologies (TYL) | 4.3 | $45M | 132k | 342.38 | |
| Cintas Corporation (CTAS) | 4.2 | $44M | 261k | 169.14 | |
| Ss&c Technologies Holding (SSNC) | 4.2 | $44M | 651k | 67.57 | |
| Woodward Governor Company (WWD) | 4.1 | $43M | 121k | 357.92 | |
| Axon Enterprise (AXON) | 3.3 | $35M | 82k | 424.69 | |
| Rocket Cos Com Cl A (RKT) | 2.1 | $22M | 1.6M | 14.25 |
