Hudson Way Capital Management LLC
Hudson Way Capital Management LLC reported 18 holdings worth US$1.12B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Hudson Way Capital Management LLC reported 18 holdings worth US$1.12B as of Jun 30, 2026. Largest: Kkr & Co. Inc., Visa Inc. and Somnigroup International Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$1.12B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Kkr & Co. Inc. | 1.69M | US$155M | 13.8% |
| Visa Inc. | 331K | US$114M | 10.1% |
| Somnigroup International Inc. | 1.21M | US$94.5M | 8.4% |
| S&p Global Inc. | 221K | US$90.2M | 8.0% |
| Woodward, Inc. | 193K | US$82M | 7.3% |
| Transdigm Group Inc. | 50,410 | US$67.1M | 6.0% |
| Tyler Technologies, Inc. | 184K | US$53.7M | 4.8% |
| Cintas Corporation | 301K | US$51.2M | 4.6% |
| Texas Instruments Incorporated | 170K | US$50.7M | 4.5% |
| Waste Connections, Inc. | 300K | US$49.9M | 4.5% |
| Hilton Worldwide Holdings Inc. | 145K | US$48.1M | 4.3% |
| C.h. Robinson Worldwide, Inc. | 226K | US$42.5M | 3.8% |
| Guidewire Software, Inc. | 334K | US$41.1M | 3.7% |
| Ss&c Technologies Holdings, Inc. | 567K | US$35.2M | 3.1% |
| Gildan Activewear Inc. | 665K | US$34.3M | 3.1% |
| Churchill Downs, Incorporated | 368K | US$33M | 2.9% |
| Rocket Companies, Inc. | 1.69M | US$26.6M | 2.4% |
| Axon Enterprise, Inc. | 0 | US$0 | 0.00% |