HUDSON WAY CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKT | 1.99M | $38.56M |
 | GIL | 1.39M | $86.88M |
 | KKR | 1.28M | $163.71M |
 | SSNC | 1.20M | $104.84M |
 | SGI | 1.11M | $98.79M |
 | CHDN | 1.04M | $118.08M |
 | LKQ | 764K | $23.08M |
 | HLT | 339K | $97.24M |
 | GWRE | 312K | $62.70M |
 | V | 273K | $95.89M |
 | APPF | 203K | $47.19M |
 | IBKR | 157K | $10.08M |
 | SPGI | 156K | $81.78M |
 | TYL | 99K | $44.79M |
 | AXON | 92K | $52.28M |
 | TDG | 73K | $97.48M |
 | SPOT | 60K | $34.60M |
Rocket Companies, Inc.
RKT
Shares Held
1.99M
Value
$38.56M
Gildan Activewear Inc.
GIL
Shares Held
1.39M
Value
$86.88M
KKR & Co. Inc.
KKR
Shares Held
1.28M
Value
$163.71M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
1.20M
Value
$104.84M
Somnigroup International Inc
SGI
Shares Held
1.11M
Value
$98.79M
Churchill Downs Incorporated
CHDN
Shares Held
1.04M
Value
$118.08M
LKQ Corporation
LKQ
Shares Held
764K
Value
$23.08M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
339K
Value
$97.24M
Guidewire Software, Inc.
GWRE
Shares Held
312K
Value
$62.70M
Visa Inc.
V
Shares Held
273K
Value
$95.89M
AppFolio, Inc.
APPF
Shares Held
203K
Value
$47.19M
Interactive Brokers Group, Inc.
IBKR
Shares Held
157K
Value
$10.08M
S&P Global Inc.
SPGI
Shares Held
156K
Value
$81.78M
Tyler Technologies, Inc.
TYL
Shares Held
99K
Value
$44.79M
Axon Enterprise, Inc.
AXON
Shares Held
92K
Value
$52.28M
TransDigm Group Incorporated
TDG
Shares Held
73K
Value
$97.48M
Spotify Technology S.A.
SPOT
Shares Held
60K
Value
$34.60M