Hudson Way Capital Management as of June 30, 2026
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 13.8 | $155M | 1.7M | 91.78 | |
| Visa Com Cl A (V) | 10.1 | $114M | 331k | 343.09 | |
| Tempur-Pedic International (SGI) | 8.4 | $95M | 1.2M | 78.40 | |
| S&p Global (SPGI) | 8.0 | $90M | 222k | 407.26 | |
| Woodward Governor Company (WWD) | 7.3 | $82M | 193k | 425.44 | |
| TransDigm Group Incorporated (TDG) | 6.0 | $67M | 50k | 1332.04 | |
| Tyler Technologies (TYL) | 4.8 | $54M | 184k | 292.46 | |
| Spotify Technology S A SHS (SPOT) | 4.7 | $53M | 115k | 459.13 | |
| Cintas Corporation (CTAS) | 4.6 | $51M | 301k | 170.08 | |
| Texas Instruments Incorporated (TXN) | 4.5 | $51M | 170k | 298.07 | |
| Waste Connections (WCN) | 4.5 | $50M | 300k | 166.69 | |
| Hilton Worldwide Holdings (HLT) | 4.3 | $48M | 145k | 330.46 | |
| C H Robinson Worldwide In Com New (CHRW) | 3.8 | $43M | 226k | 188.34 | |
| Guidewire Software (GWRE) | 3.7 | $41M | 334k | 123.05 | |
| Ss&c Technologies Holding (SSNC) | 3.1 | $35M | 567k | 62.05 | |
| Gildan Activewear Inc Com Cad (GIL) | 3.1 | $34M | 665k | 51.60 | |
| Churchill Downs (CHDN) | 2.9 | $33M | 368k | 89.64 | |
| Rocket Cos Com Cl A (RKT) | 2.4 | $27M | 1.7M | 15.75 |
