Stock Taper 
HUDSON WAY CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rocket Companies, Inc. | RKT | 1.69M | $26.63M |
 KKR & Co. Inc. | KKR | 1.69M | $155M |
 Somnigroup International Inc | SGI | 1.21M | $94.54M |
 Gildan Activewear Inc. | GIL | 664.83K | $34.31M |
 SS&C Technologies Holdings, Inc. | SSNC | 566.77K | $35.17M |
 Churchill Downs Incorporated | CHDN | 368.05K | $32.99M |
 Guidewire Software, Inc. | GWRE | 333.98K | $41.1M |
 Visa Inc. | V | 331.38K | $113.69M |
 Cintas Corporation | CTAS | 301.32K | $51.25M |
 Waste Connections, Inc. | WCN | 299.5K | $49.92M |
 C.H. Robinson Worldwide, Inc. | CHRW | 225.71K | $42.51M |
 S&P Global Inc. | SPGI | 221.48K | $90.2M |
 Woodward, Inc. | WWD | 192.76K | $82.01M |
 Tyler Technologies, Inc. | TYL | 183.53K | $53.68M |
 Texas Instruments Incorporated | TXN | 170.2K | $50.73M |
 Hilton Worldwide Holdings Inc. | HLT | 145.41K | $48.05M |
 Spotify Technology S.A. | SPOT | 114.77K | $52.69M |
 TransDigm Group Incorporated | TDG | 50.41K | $67.15M |