Institutions / Hudson Way Capital Management LLC
Hudson Way Capital Management LLC
CIK 1697597 · Institution · as of Dec 31, 2025
Portfolio value
$1.26B
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| KKR & Co. Inc. | $163.71M | 13.0% |
| Churchill Downs Inc | $118.08M | 9.4% |
| SS&C Technologies Holdings, Inc. | $104.84M | 8.3% |
| Somnigroup International Inc | $98.79M | 7.9% |
| TransDigm Group Inc. | $97.48M | 7.7% |
| Hilton Worldwide Holdings Inc. | $97.24M | 7.7% |
| Visa Inc | $95.89M | 7.6% |
| Gildan Activewear Inc | $86.88M | 6.9% |
| S&P Global Inc. | $81.78M | 6.5% |
| Guidewire Software, Inc. | $62.70M | 5.0% |
| Axon Enterprise Inc | $52.28M | 4.2% |
| Appfolio Inc | $47.19M | 3.8% |
| Tyler Technologies, Inc. | $44.79M | 3.6% |
| Rocket Companies, Inc. | $38.56M | 3.1% |
| Spotify Technology S a | $34.60M | 2.8% |
| LKQ Corp | $23.08M | 1.8% |
| Interactive Brokers Group Inc | $10.08M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.