§ 13F · FUND PROFILE
Hudson Way Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 16Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$87M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | KKR | KKR & CO INC | 1.55M | $144M | 13.7% | +21% |
| 2 | V | VISA INC | 333K | $101M | 9.6% | +22% |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | 1.28M | $95M | 9.1% | +16% |
| 4 | HLT | HILTON WORLDWIDE HLDGS INC | 264K | $80M | 7.7% | −22% |
| 5 | CHDN | CHURCHILL DOWNS INC | 870K | $78M | 7.5% | −16% |
| 6 | SPOT | SPOTIFY TECHNOLOGY S A | 156K | $76M | 7.2% | +162% |
| 7 | SPGI | S&P GLOBAL INC | 170K | $72M | 6.9% | +8% |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 416K | $62M | 5.9% | +33% |
| 9 | TDG | TRANSDIGM GROUP INC | 49K | $57M | 5.5% | −33% |
| 10 | GIL | GILDAN ACTIVEWEAR INC | 852K | $47M | 4.5% | −39% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUDSON SIGNAL
AC read
Hudson Way Capital Management LLC is a Other fund managing $1.2 billion in assets. The fund runs a focused portfolio of just 16 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed