HUDSON WAY CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LKQ | 1.45M | $44.28M |
 | KKR | 1.40M | $182.31M |
 | SSNC | 1.21M | $107.60M |
 | CHDN | 1.14M | $110.62M |
 | GIL | 995K | $57.53M |
 | IBKR | 568K | $39.07M |
 | HLT | 312K | $81.07M |
 | GWRE | 253K | $58.15M |
 | V | 242K | $82.45M |
 | APPF | 194K | $53.37M |
 | SPGI | 125K | $60.94M |
 | TYL | 101K | $52.97M |
 | TDG | 69K | $90.67M |
 | AXON | 48K | $34.30M |
 | SPOT | 40K | $27.69M |
LKQ Corporation
LKQ
Shares Held
1.45M
Value
$44.28M
KKR & Co. Inc.
KKR
Shares Held
1.40M
Value
$182.31M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
1.21M
Value
$107.60M
Churchill Downs Incorporated
CHDN
Shares Held
1.14M
Value
$110.62M
Gildan Activewear Inc.
GIL
Shares Held
995K
Value
$57.53M
Interactive Brokers Group, Inc.
IBKR
Shares Held
568K
Value
$39.07M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
312K
Value
$81.07M
Guidewire Software, Inc.
GWRE
Shares Held
253K
Value
$58.15M
Visa Inc.
V
Shares Held
242K
Value
$82.45M
AppFolio, Inc.
APPF
Shares Held
194K
Value
$53.37M
S&P Global Inc.
SPGI
Shares Held
125K
Value
$60.94M
Tyler Technologies, Inc.
TYL
Shares Held
101K
Value
$52.97M
TransDigm Group Incorporated
TDG
Shares Held
69K
Value
$90.67M
Axon Enterprise, Inc.
AXON
Shares Held
48K
Value
$34.30M
Spotify Technology S.A.
SPOT
Shares Held
40K
Value
$27.69M