Hudson Way Capital Management LLC
18 holdingsFiling period: 2026-06-30Current AUM: $1.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KKR | KKR & CO INC | 1.69M | $155.0M | $168.9M | 15.24% | +137.1K | 2026-06-30 |
| 2 | V | VISA INC | 331.4K | $113.7M | $124.5M | 11.23% | -1,747 | 2026-06-30 |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | 1.21M | $94.5M | $78.8M | 7.11% | -77,495 | 2026-06-30 |
| 4 | SPGI | S&P GLOBAL INC | 221.5K | $90.2M | $91.4M | 8.24% | +51.8K | 2026-06-30 |
| 5 | WWD | WOODWARD INC | 192.8K | $82.0M | $61.6M | 5.56% | +71.8K | 2026-06-30 |
| 6 | TDG | TRANSDIGM GROUP INC | 50.4K | $67.1M | $54.7M | 4.93% | +1.0K | 2026-06-30 |
| 7 | TYL | TYLER TECHNOLOGIES INC | 183.5K | $53.7M | $64.8M | 5.85% | +51.2K | 2026-06-30 |
| 8 | — | SPOTIFY TECHNOLOGY S A | 114.8K | $52.7M | $52.7M | 4.75% | -41,393 | 2026-06-30 |
| 9 | CTAS | CINTAS CORP | 301.3K | $51.2M | $59.9M | 5.41% | +40.5K | 2026-06-30 |
| 10 | TXN | TEXAS INSTRS INC | 170.2K | $50.7M | $44.8M | 4.04% | -- | 2026-06-30 |
| 11 | WCN | WASTE CONNECTIONS INC | 299.5K | $49.9M | $47.8M | 4.31% | -- | 2026-06-30 |
| 12 | HLT | HILTON WORLDWIDE HLDGS INC | 145.4K | $48.1M | $44.8M | 4.04% | -118,288 | 2026-06-30 |
| 13 | CHRW | C H ROBINSON WORLDWIDE IN | 225.7K | $42.5M | $35.6M | 3.21% | -- | 2026-06-30 |
| 14 | GWRE | GUIDEWIRE SOFTWARE INC | 334.0K | $41.1M | $49.7M | 4.49% | -81,653 | 2026-06-30 |
| 15 | SSNC | SS&C TECH HLDGS | 566.8K | $35.2M | $46.1M | 4.16% | -84,006 | 2026-06-30 |
| 16 | GIL | GILDAN ACTIVEWEAR INC | 664.8K | $34.3M | $30.5M | 2.75% | -187,258 | 2026-06-30 |
| 17 | CHDN | CHURCHILL DOWNS INC | 368.1K | $33.0M | $29.7M | 2.68% | -502,308 | 2026-06-30 |
| 18 | RKT | ROCKET COS INC | 1.69M | $26.6M | $22.3M | 2.01% | +119.5K | 2026-06-30 |
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