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Hudson Way Capital Management LLC

CIK 1697597 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Hudson Way Capital Management LLC reported 18 US-listed holdings worth $1.12 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: KKR & Co. Inc. (13.8%), Visa Inc. (10.1%) and Somnigroup International Inc. (8.4%). Against the quarter before, it opened 3 positions, added to 7, trimmed 8 and sold out of 1.

Reported holdings$1.12B+7.2% on Q1 2026
Positions18+2 on Q1 2026
The largest ten72.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
KKR13.8%V10.1%SGI8.4%SPGI8.0%WWD7.3%TDG6.0%TYL4.8%SPOT4.7%CTAS4.6%TXN4.5%WCN4.5%HLT4.3%CHRW3.8%GWRE3.7%4 more11.5%

The 14 largest of its 18 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $796.7 million in 15 positions$797MQ3 24Q4 2024: $885.0 million in 15 positions$885MQ4 24Q1 2025: $1.01 billion in 16 positions$1.01BQ1 25Q2 2025: $1.11 billion in 16 positions$1.11BQ2 25Q3 2025: $1.18 billion in 16 positions$1.18BQ3 25Q4 2025: $1.26 billion in 17 positions$1.26BQ4 25Q1 2026: $1.05 billion in 16 positions$1.05BQ1 26Q2 2026: $1.12 billion in 18 positions$1.12BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 3Added 7Trimmed 8Sold out 1
Opened: 3Added: 7Trimmed: 8Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Texas Instruments Inc. TXN$50.7 million
  2. Waste Connections Inc. WCN$49.9 million
  3. C. H. Robinson Worldwide, Inc. CHRW$42.5 million

Added to 7

  1. Woodward, Inc. WWD+71,800 shares · +59%
  2. S&P Global Inc. SPGI+51,802 shares · +31%
  3. Tyler Technologies Inc. TYL+51,243 shares · +39%
  4. KKR & Co. Inc. KKR+137,071 shares · +9%
  5. Cintas Corp. CTAS+40,523 shares · +16%
  6. Rocket Cos Inc. RKT+119,464 shares · +8%
  7. TransDigm Group Inc. TDG+1,043 shares · +2%

Trimmed 8

  1. Churchill Downs Inc. CHDN-502,308 shares · -58%
  2. Hilton Worldwide Holdings Inc. HLT-118,288 shares · -45%
  3. Spotify Technology S.A. SPOT-41,393 shares · -27%
  4. Guidewire Software, Inc. GWRE-81,653 shares · -20%
  5. Gildan Activewear Inc. GIL-187,258 shares · -22%
  6. Somnigroup International Inc. SGI-77,495 shares · -6%
  7. Ss&c Technologies Hldgs Inc. SSNC-84,006 shares · -13%
  8. Visa Inc. V-1,747 shares · -1%

Sold out of 1

  1. Axon Enterprise, Inc. AXON$34.8 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
KKR & Co. Inc. KKR1,688,872$155.0 million13.82%+137,071
Visa Inc. V331,381$113.7 million10.14%-1,747
Somnigroup International Inc. SGI1,205,807$94.5 million8.43%-77,495
S&P Global Inc. SPGI221,477$90.2 million8.04%+51,802
Woodward, Inc. WWD192,761$82.0 million7.31%+71,800
TransDigm Group Inc. TDG50,410$67.1 million5.99%+1,043
Tyler Technologies Inc. TYL183,535$53.7 million4.79%+51,243
Spotify Technology S.A. SPOT114,768$52.7 million4.70%-41,393
Cintas Corp. CTAS301,319$51.2 million4.57%+40,523
Texas Instruments Inc. TXN170,203$50.7 million4.52%new
Waste Connections Inc. WCN299,501$49.9 million4.45%new
Hilton Worldwide Holdings Inc. HLT145,410$48.1 million4.28%-118,288
C. H. Robinson Worldwide, Inc. CHRW225,708$42.5 million3.79%new
Guidewire Software, Inc. GWRE333,982$41.1 million3.66%-81,653
Ss&c Technologies Hldgs Inc. SSNC566,770$35.2 million3.14%-84,006
Gildan Activewear Inc. GIL664,834$34.3 million3.06%-187,258
Churchill Downs Inc. CHDN368,054$33.0 million2.94%-502,308
Rocket Cos Inc. RKT1,691,098$26.6 million2.37%+119,464
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.