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Hudson Way Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,121,622,378
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- KKR & CO INC · COM · 48251W104 · shares: $155,004,672
- VISA INC · COM CL A · 92826C839 · shares: $113,693,507
- SOMNIGROUP INTERNATIONAL INC · COM · 88023U101 · shares: $94,535,269
- S&P GLOBAL INC · COM · 78409V104 · shares: $90,198,723
- WOODWARD INC · COM · 980745103 · shares: $82,008,240
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $67,148,136
- TYLER TECHNOLOGIES INC · COM · 902252105 · shares: $53,676,646
- SPOTIFY TECHNOLOGY S A · SHS · L8681T102 · shares: $52,693,432
- CINTAS CORP · COM · 172908105 · shares: $51,248,336
- TEXAS INSTRS INC · COM · 882508104 · shares: $50,732,408
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| KKR & CO INC | COM | 48251W104 | — | 1,688,872 shares | $155,004,672 |
| VISA INC | COM CL A | 92826C839 | — | 331,381 shares | $113,693,507 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 1,205,807 shares | $94,535,269 |
| S&P GLOBAL INC | COM | 78409V104 | — | 221,477 shares | $90,198,723 |
| WOODWARD INC | COM | 980745103 | — | 192,761 shares | $82,008,240 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 50,410 shares | $67,148,136 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 183,535 shares | $53,676,646 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 114,768 shares | $52,693,432 |
| CINTAS CORP | COM | 172908105 | — | 301,319 shares | $51,248,336 |
| TEXAS INSTRS INC | COM | 882508104 | — | 170,203 shares | $50,732,408 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 299,501 shares | $49,923,822 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 145,410 shares | $48,052,189 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 | — | 225,708 shares | $42,509,845 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 333,982 shares | $41,096,485 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 566,770 shares | $35,168,079 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 664,834 shares | $34,305,434 |
| CHURCHILL DOWNS INC | COM | 171484108 | — | 368,054 shares | $32,992,361 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 1,691,098 shares | $26,634,794 |