Hudson Way Capital Management LLC
16 holdingsFiling period: 2026-03-31Current AUM: $1.09Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KKR | KKR & CO INC | 1.55M | $143.5M | $157.4M | 14.43% | +267.6K | 2026-03-31 |
| 2 | V | VISA INC | 333.1K | $100.7M | $122.0M | 11.18% | +59.7K | 2026-03-31 |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | 1.28M | $94.9M | $83.8M | 7.69% | +176.8K | 2026-03-31 |
| 4 | HLT | HILTON WORLDWIDE HLDGS INC | 263.7K | $80.2M | $84.5M | 7.75% | -74,812 | 2026-03-31 |
| 5 | CHDN | CHURCHILL DOWNS INC | 870.4K | $78.2M | $73.4M | 6.73% | -167,460 | 2026-03-31 |
| 6 | — | SPOTIFY TECHNOLOGY S A | 156.2K | $75.7M | $75.7M | 6.94% | +96.6K | 2026-03-31 |
| 7 | SPGI | S&P GLOBAL INC | 169.7K | $72.2M | $69.9M | 6.41% | +13.2K | 2026-03-31 |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 415.6K | $62.2M | $63.2M | 5.79% | +103.7K | 2026-03-31 |
| 9 | TDG | TRANSDIGM GROUP INC | 49.4K | $57.2M | $61.9M | 5.68% | -23,936 | 2026-03-31 |
| 10 | GIL | GILDAN ACTIVEWEAR INC | 852.1K | $47.4M | $47.2M | 4.33% | -538,801 | 2026-03-31 |
| 11 | TYL | TYLER TECHNOLOGIES INC | 132.3K | $45.3M | $41.0M | 3.76% | +33.6K | 2026-03-31 |
| 12 | CTAS | CINTAS CORP | 260.8K | $44.1M | $53.4M | 4.89% | -- | 2026-03-31 |
| 13 | SSNC | SS&C TECH HLDGS | 650.8K | $44.0M | $50.1M | 4.60% | -548,439 | 2026-03-31 |
| 14 | WWD | WOODWARD INC | 121.0K | $43.3M | $43.6M | 4.00% | -- | 2026-03-31 |
| 15 | AXON | AXON ENTERPRISE INC | 81.9K | $34.8M | $43.2M | 3.96% | -10,185 | 2026-03-31 |
| 16 | RKT | ROCKET COS INC | 1.57M | $22.4M | $20.3M | 1.86% | -420,062 | 2026-03-31 |
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