Hudson Way Capital Management LLC
18 holdingsFiling period: 2026-06-30Current AUM: $1.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KKR | Kkr & Co Inc | 1.69M | $155.0M | $154.7M | 13.51% | +137.1K | 2026-06-30 |
| 2 | V | Visa Inc | 331.4K | $113.7M | $133.9M | 11.69% | -1,747 | 2026-06-30 |
| 3 | SGI | Somnigroup International Inc | 1.21M | $94.5M | $74.9M | 6.54% | -77,495 | 2026-06-30 |
| 4 | SPGI | S&P Global Inc | 221.5K | $90.2M | $99.8M | 8.71% | +51.8K | 2026-06-30 |
| 5 | WWD | Woodward Inc | 192.8K | $82.0M | $58.9M | 5.14% | +71.8K | 2026-06-30 |
| 6 | TDG | Transdigm Group Inc | 50.4K | $67.1M | $56.9M | 4.97% | +1.0K | 2026-06-30 |
| 7 | TYL | Tyler Technologies Inc | 183.5K | $53.7M | $70.9M | 6.19% | +51.2K | 2026-06-30 |
| 8 | — | Spotify Technology S A | 114.8K | $52.7M | $52.7M | 4.60% | -41,393 | 2026-06-30 |
| 9 | CTAS | Cintas Corp | 301.3K | $51.2M | $68.1M | 5.94% | +40.5K | 2026-06-30 |
| 10 | TXN | Texas Instrs Inc | 170.2K | $50.7M | $50.7M | 4.43% | -- | 2026-06-30 |
| 11 | WCN | Waste Connections Inc | 299.5K | $49.9M | $55.9M | 4.88% | -- | 2026-06-30 |
| 12 | HLT | Hilton Worldwide Hldgs Inc | 145.4K | $48.1M | $51.2M | 4.47% | -118,288 | 2026-06-30 |
| 13 | CHRW | C H Robinson Worldwide in | 225.7K | $42.5M | $31.6M | 2.76% | -- | 2026-06-30 |
| 14 | GWRE | Guidewire Software Inc | 334.0K | $41.1M | $61.4M | 5.36% | -81,653 | 2026-06-30 |
| 15 | SSNC | SS&C Tech Hldgs | 566.8K | $35.2M | $46.5M | 4.06% | -84,006 | 2026-06-30 |
| 16 | GIL | Gildan Activewear Inc | 664.8K | $34.3M | $26.8M | 2.34% | -187,258 | 2026-06-30 |
| 17 | CHDN | Churchill Downs Inc | 368.1K | $33.0M | $30.9M | 2.70% | -502,308 | 2026-06-30 |
| 18 | RKT | Rocket Cos Inc | 1.69M | $26.6M | $19.4M | 1.70% | +119.5K | 2026-06-30 |
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