Universe · entity
Hudson Way Capital Management LLC
Institutional manager (13F) · CIK 1697597
13F holdings · as of 2026-03-31 · top 16 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | KKR & CO INC | $144M | 1,551,801 |
| 2 | VISA INC | $101M | 333,128 |
| 3 | SOMNIGROUP INTERNATIONAL INC | $95M | 1,283,302 |
| 4 | HILTON WORLDWIDE HLDGS INC | $80M | 263,698 |
| 5 | CHURCHILL DOWNS INC | $78M | 870,362 |
| 6 | SPOTIFY TECHNOLOGY S A | $76M | 156,161 |
| 7 | S&P GLOBAL INC | $72M | 169,675 |
| 8 | GUIDEWIRE SOFTWARE INC | $62M | 415,635 |
| 9 | TRANSDIGM GROUP INC | $57M | 49,367 |
| 10 | GILDAN ACTIVEWEAR INC | $47M | 852,092 |
| 11 | TYLER TECHNOLOGIES INC | $45M | 132,292 |
| 12 | CINTAS CORP | $44M | 260,796 |
| 13 | SS&C TECH HLDGS | $44M | 650,776 |
| 14 | WOODWARD INC | $43M | 120,961 |
| 15 | AXON ENTERPRISE INC | $35M | 81,875 |
| 16 | ROCKET COS INC | $22M | 1,571,634 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.