Hudson Way Capital Management LLC
Net buyer this quarter
$1.12B
18
+$51.9M
72.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 KKR | $155M | 13.82% | 0.19% | +8.8% | Q3 2018 |
 V | $114M | 10.14% | 0.02% | -0.5% | Q1 2019 |
 SGI | $94.5M | 8.43% | 0.57% | -6.0% | Q1 2023 |
 SPGI | $90.2M | 8.04% | 0.08% | +30.5% | Q1 2022 |
 WWD | $82M | 7.31% | 0.32% | +59.4% | Q1 2026 |
 TDG | $67.1M | 5.99% | 0.09% | +2.1% | Q2 2022 |
 TYL | $53.7M | 4.79% | 0.38% | +38.7% | Q4 2018 |
 SPOT | $52.7M | 4.70% | 0.06% | -26.5% | Q3 2023 |
 CTAS | $51.2M | 4.57% | 0.08% | +15.5% | Q2 2020 |
 TXN | $50.7M | 4.52% | 0.02% | New | Q2 2026 |
 WCN | $49.9M | 4.45% | 0.12% | New | Q2 2026 |
 HLT | $48.1M | 4.28% | 0.06% | -44.9% | Q1 2024 |
 CHRW | $42.5M | 3.79% | 0.19% | New | Q2 2026 |
 GWRE | $41.1M | 3.66% | 0.40% | -19.7% | Q3 2024 |
 SSNC | $35.2M | 3.14% | 0.24% | -12.9% | Q3 2019 |
 GIL | $34.3M | 3.06% | 0.36% | -22.0% | Q4 2019 |
 CHDN | $33M | 2.94% | 0.53% | -57.7% | Q3 2018 |
 RKT | $26.6M | 2.37% | Not reported | +7.6% | Q4 2025 |
| Q1 2026 | |||||
| KKR | $144M | 13.72% | 0.17% | +20.8% | Q3 2018 |
| V | $101M | 9.63% | 0.02% | +21.8% | Q1 2019 |
| SGI | $94.9M | 9.07% | 0.61% | +16.0% | Q1 2023 |
| HLT | $80.2M | 7.67% | 0.12% | -22.1% | Q1 2024 |
| CHDN | $78.2M | 7.47% | 1.25% | -16.1% | Q3 2018 |
| SPOT | $75.7M | 7.24% | 0.08% | +162.1% | Q3 2023 |
| SPGI | $72.2M | 6.90% | 0.06% | +8.4% | Q1 2022 |
| GWRE | $62.2M | 5.94% | 0.49% | +33.3% | Q3 2024 |
| TDG | $57.2M | 5.47% | 0.09% | -32.7% | Q2 2022 |
| GIL | $47.4M | 4.53% | 0.46% | -38.7% | Q4 2019 |
| TYL | $45.3M | 4.33% | 0.27% | +34.1% | Q4 2018 |
| CTAS | $44.1M | 4.22% | 0.07% | Not reported | Q2 2020 |
| SSNC | $44M | 4.20% | 0.27% | -45.7% | Q3 2019 |
| WWD | $43.3M | 4.14% | 0.20% | New | Q1 2026 |
 AXON | $34.8M | 3.32% | 0.10% | -11.1% | Q1 2025 |
| RKT | $22.4M | 2.14% | Not reported | -21.1% | Q4 2025 |
| Q4 2025 | |||||
| KKR | $164M | 13.01% | 0.14% | -8.5% | Q3 2018 |
| CHDN | $118M | 9.39% | 1.49% | -9.0% | Q3 2018 |
| SSNC | $105M | 8.33% | 0.50% | -1.1% | Q3 2019 |
| SGI | $98.8M | 7.85% | 0.53% | -2.9% | Q1 2023 |
| TDG | $97.5M | 7.75% | 0.13% | +6.6% | Q2 2022 |
| HLT | $97.2M | 7.73% | 0.15% | +8.3% | Q1 2024 |
| V | $95.9M | 7.62% | 0.01% | +13.2% | Q1 2019 |
| GIL | $86.9M | 6.91% | 0.75% | +39.7% | Q4 2019 |
| SPGI | $81.8M | 6.50% | 0.05% | +25.0% | Q1 2022 |
| GWRE | $62.7M | 4.98% | 0.37% | +23.3% | Q3 2024 |
| AXON | $52.3M | 4.16% | 0.11% | +92.6% | Q1 2025 |
 APPF | $47.2M | 3.75% | Not reported | +4.8% | Q3 2025 |
| TYL | $44.8M | 3.56% | 0.20% | -2.5% | Q4 2018 |
| RKT | $38.6M | 3.07% | Not reported | New | Q4 2025 |
| SPOT | $34.6M | 2.75% | 0.03% | +50.2% | Q3 2023 |
 LKQ | $23.1M | 1.83% | 0.30% | -47.3% | Q3 2018 |
 IBKR | $10.1M | 0.80% | 0.06% | -72.4% | Q4 2016 |
| Q3 2025 | |||||
| KKR | $182M | 15.46% | 0.16% | +19.3% | Q3 2018 |
| CHDN | $111M | 9.38% | 1.63% | +14.3% | Q3 2018 |
| SSNC | $108M | 9.13% | 0.50% | +25.6% | Q3 2019 |
| SGI | $96.1M | 8.15% | 0.54% | -29.1% | Q1 2023 |
| TDG | $90.7M | 7.69% | 0.12% | +8.3% | Q2 2022 |
| V | $82.4M | 6.99% | 0.01% | -2.5% | Q1 2019 |
| HLT | $81.1M | 6.88% | 0.13% | -14.5% | Q1 2024 |
| SPGI | $60.9M | 5.17% | 0.04% | +20.2% | Q1 2022 |
| GWRE | $58.2M | 4.93% | 0.30% | +7.3% | Q3 2024 |
| GIL | $57.5M | 4.88% | 0.65% | Not reported | Q4 2019 |
| APPF | $53.4M | 4.53% | Not reported | New | Q3 2025 |
| TYL | $53M | 4.49% | 0.21% | -12.6% | Q4 2018 |
| LKQ | $44.3M | 3.76% | 0.57% | -23.0% | Q3 2018 |
| IBKR | $39.1M | 3.31% | 0.22% | -17.0% | Q4 2016 |
| AXON | $34.3M | 2.91% | 0.06% | +44.4% | Q1 2025 |
| SPOT | $27.7M | 2.35% | 0.02% | -4.8% | Q3 2023 |