Hudson Way Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.05B
Q ending 2026-03-31
Prior quarter
$1.26B
Q ending 2025-12-31
Change
-16.9% QoQ · +3.7% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Kkr & Co Inc | KKR | Shares | $143.5M | 1.6M |
| Visa Inc | V | Shares | $100.7M | 333K |
| Somnigroup International Inc | SGI | Shares | $94.9M | 1.3M |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $80.2M | 264K |
| Churchill Downs Inc | CHDN | Shares | $78.2M | 870K |
| Spotify Technology S A | Shares | $75.7M | 156K | |
| S&P Global Inc | SPGI | Shares | $72.2M | 170K |
| Guidewire Software Inc | GWRE | Shares | $62.2M | 416K |
| Transdigm Group Inc | TDG | Shares | $57.2M | 49K |
| Gildan Activewear Inc | GIL | Shares | $47.4M | 852K |
| Tyler Technologies Inc | TYL | Shares | $45.3M | 132K |
| Cintas Corp | CTAS | Shares | $44.1M | 261K |
| Ss&C Tech Hldgs | SSNC | Shares | $44.0M | 651K |
| Woodward Inc | WWD | Shares | $43.3M | 121K |
| Axon Enterprise Inc | AXON | Shares | $34.8M | 82K |
| Rocket Cos Inc | RKT | Shares | $22.4M | 1.6M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.