Holdings
Hudson Way Capital Management LLC
As of Jun 30, 2026, Hudson Way Capital Management LLC reported 17 positions worth US$1.07B. Largest: Kkr & Co. Inc., Visa Inc. and Somnigroup International Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kkr & Co. Inc. | 1.69M | US$155M | +137K | Jun 30, 2026 |
| Visa Inc. | 331K | US$114M | −1,747 | Jun 30, 2026 |
| Somnigroup International Inc. | 1.21M | US$94.5M | −77,495 | Jun 30, 2026 |
| S&p Global Inc. | 221K | US$90.2M | +51,802 | Jun 30, 2026 |
| Woodward, Inc. | 193K | US$82M | +71,800 | Jun 30, 2026 |
| Transdigm Group Inc. | 50,410 | US$67.1M | +1,043 | Jun 30, 2026 |
| Tyler Technologies, Inc. | 184K | US$53.7M | +51,243 | Jun 30, 2026 |
| Cintas Corporation | 301K | US$51.2M | +40,523 | Jun 30, 2026 |
| Texas Instruments Incorporated | 170K | US$50.7M | new | Jun 30, 2026 |
| Waste Connections, Inc. | 300K | US$49.9M | new | Jun 30, 2026 |