§ 13F · FUND PROFILE
Hudson Way Capital Management LLC.
AUM · $1.1B (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$143M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KKR | KKR & CO INC | 1.69M | $155M | 13.8% | +9% |
| 2 | V | VISA INC | 331K | $114M | 10.1% | −1% |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | 1.21M | $95M | 8.4% | −6% |
| 4 | SPGI | S&P GLOBAL INC | 221K | $90M | 8.0% | +31% |
| 5 | WWD | WOODWARD INC | 193K | $82M | 7.3% | +59% |
| 6 | TDG | TRANSDIGM GROUP INC | 50K | $67M | 6.0% | +2% |
| 7 | TYL | TYLER TECHNOLOGIES INC | 184K | $54M | 4.8% | +39% |
| 8 | SPOT | SPOTIFY TECHNOLOGY S A | 115K | $53M | 4.7% | −27% |
| 9 | CTAS | CINTAS CORP | 301K | $51M | 4.6% | +16% |
| 10 | TXN | TEXAS INSTRS INC | 170K | $51M | 4.5% | NEW |
§ 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 $1.1 billion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →