Hudson Way Capital Management LLC 13F Holdings

CIK 0001697597 · DALLAS, TX

As of Sep 30, 2025, Hudson Way Capital Management LLC reported 16 positions worth .2B in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
KKR & CO INCKKRFinancial Services1,402,895 82.3M15.46%
CHURCHILL DOWNS INCCHDNConsumer Cyclical1,140,312 10.6M9.38%
SS&C TECHNOLOGIES HOLDINGS INCSSNCTechnology1,212,308 07.6M9.13%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical1,140,008$96.1M8.15%
TRANSDIGM GROUP INCTDGIndustrials68,793$90.7M7.69%
VISA INC-CLASS A SHARESVFinancial Services241,519$82.4M6.99%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical312,478$81.1M6.88%
S&P GLOBAL INCSPGIFinancial Services125,200$60.9M5.17%
GUIDEWIRE SOFTWARE INCGWRETechnology252,986$58.2M4.93%
GILDAN ACTIVEWEAR INCGILConsumer Cyclical995,325$57.5M4.88%
APPFOLIO INCAPPFTechnology193,596$53.4M4.53%
TYLER TECHNOLOGIES INCTYLTechnology101,252$53.0M4.49%
LKQ CORPLKQConsumer Cyclical1,449,969$44.3M3.76%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services567,819$39.1M3.31%
AXON ENTERPRISE INCAXONIndustrials47,790$34.3M2.91%
SPOTIFY TECHNOLOGY SASPOTCommunication Services39,665$27.7M2.35%