Hudson Way Capital Management
$1.1B 13F equity value
19 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Hudson Way Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KKR | KKR & CO INC | 1,688,872 | $155M | 13.8% |
| V | VISA INC | 331,381 | $114M | 10.1% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 1,205,807 | $95M | 8.4% |
| SPGI | S&P GLOBAL INC | 221,477 | $90M | 8.0% |
| WWD | WOODWARD INC | 192,761 | $82M | 7.3% |
| TDG | TRANSDIGM GROUP INC | 50,410 | $67M | 6.0% |
| TYL | TYLER TECHNOLOGIES INC | 183,535 | $54M | 4.8% |
| SPOT | SPOTIFY TECHNOLOGY S A | 114,768 | $53M | 4.7% |
| CTAS | CINTAS CORP | 301,319 | $51M | 4.6% |
| TXN | TEXAS INSTRS INC | 170,203 | $51M | 4.5% |
Track Hudson Way Capital Management's 13F portfolio: $1.1B in reported holdings, 19 positions. Top holdings and quarterly changes on SentiSense.
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