HUDSON WAY CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKT | 1.57M | $22.40M |
 | KKR | 1.55M | $143.54M |
 | SGI | 1.28M | $94.86M |
 | CHDN | 870K | $78.18M |
 | GIL | 852K | $47.42M |
 | SSNC | 651K | $43.97M |
 | GWRE | 416K | $62.16M |
 | V | 333K | $100.68M |
 | HLT | 264K | $80.19M |
 | CTAS | 261K | $44.11M |
 | SPGI | 170K | $72.17M |
 | SPOT | 156K | $75.72M |
 | TYL | 132K | $45.29M |
 | WWD | 121K | $43.29M |
 | AXON | 82K | $34.77M |
 | TDG | 49K | $57.21M |
Rocket Companies, Inc.
RKT
Shares Held
1.57M
Value
$22.40M
KKR & Co. Inc.
KKR
Shares Held
1.55M
Value
$143.54M
Somnigroup International Inc
SGI
Shares Held
1.28M
Value
$94.86M
Churchill Downs Incorporated
CHDN
Shares Held
870K
Value
$78.18M
Gildan Activewear Inc.
GIL
Shares Held
852K
Value
$47.42M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
651K
Value
$43.97M
Guidewire Software, Inc.
GWRE
Shares Held
416K
Value
$62.16M
Visa Inc.
V
Shares Held
333K
Value
$100.68M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
264K
Value
$80.19M
Cintas Corporation
CTAS
Shares Held
261K
Value
$44.11M
S&P Global Inc.
SPGI
Shares Held
170K
Value
$72.17M
Spotify Technology S.A.
SPOT
Shares Held
156K
Value
$75.72M
Tyler Technologies, Inc.
TYL
Shares Held
132K
Value
$45.29M
Woodward, Inc.
WWD
Shares Held
121K
Value
$43.29M
Axon Enterprise, Inc.
AXON
Shares Held
82K
Value
$34.77M
TransDigm Group Incorporated
TDG
Shares Held
49K
Value
$57.21M