Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hudson Way Capital Management LLC (CIK 1697597) reported $1.05B across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KKR ($143.5M, 13.72%), V ($100.7M, 9.63%), TPX ($94.9M, 9.07%), HLT ($80.2M, 7.67%), CHDN ($78.2M, 7.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KKR | KKR & CO INC | $143.5M | 13.72% | 1.6M | Added |
| 2 | V | VISA INC | $100.7M | 9.63% | 333,128 | Added |
| 3 | TPX | SOMNIGROUP INTERNATIONAL INC | $94.9M | 9.07% | 1.3M | Added |
| 4 | HLT | HILTON WORLDWIDE HLDGS INC | $80.2M | 7.67% | 263,698 | Trimmed |
| 5 | CHDN | CHURCHILL DOWNS INC | $78.2M | 7.47% | 870,362 | Trimmed |
| 6 | SPOT | SPOTIFY TECHNOLOGY S A | $75.7M | 7.24% | 156,161 | Added |
| 7 | SPGI | S&P GLOBAL INC | $72.2M | 6.90% | 169,675 | Added |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | $62.2M | 5.94% | 415,635 | Added |
| 9 | TDG | TRANSDIGM GROUP INC | $57.2M | 5.47% | 49,367 | Trimmed |
| 10 | GIL | GILDAN ACTIVEWEAR INC | $47.4M | 4.53% | 852,092 | Trimmed |
| 11 | TYL | TYLER TECHNOLOGIES INC | $45.3M | 4.33% | 132,292 | Added |
| 12 | CTAS | CINTAS CORP | $44.1M | 4.22% | 260,796 | New |
| 13 | SSNC | SS&C TECH HLDGS | $44.0M | 4.20% | 650,776 | Trimmed |
| 14 | WWD | WOODWARD INC | $43.3M | 4.14% | 120,961 | New |
| 15 | AXON | AXON ENTERPRISE INC | $34.8M | 3.32% | 81,875 | Trimmed |
| 16 | RKT | ROCKET COS INC | $22.4M | 2.14% | 1.6M | Trimmed |
| 17 | APPF | APPFOLIO INC | $0 | 0.00% | 0 | Exited |
| 18 | IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | Exited |
| 19 | LKQ | LKQ CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31