Hudson Way Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Hudson Way Capital Management LLC disclosed 18 US equity positions worth $1.1bn in its Q2 2026 13F filing. The largest position was KKR at 13.8% of the reported book, followed by V and SGI. Against the Q1 2026 filing, it opened 3 new positions, added to 7 and reduced 8 among the top 18 holdings.
What did Hudson Way Capital Management LLC own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | KKR KKR & CO INC | Financial Services | 13.8% | $155.0m | 1,688,872 | 9% | added |
| 2 | V VISA INC | Financial Services | 10.1% | $113.7m | 331,381 | -1% | reduced |
| 3 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 8.4% | $94.5m | 1,205,807 | -6% | reduced |
| 4 | SPGI S&P GLOBAL INC | Financial Services | 8.0% | $90.2m | 221,477 | 31% | added |
| 5 | WWD WOODWARD INC | Industrials | 7.3% | $82.0m | 192,761 | 59% | added |
| 6 | TDG TRANSDIGM GROUP INC | Industrials | 6.0% | $67.1m | 50,410 | 2% | added |
| 7 | TYL TYLER TECHNOLOGIES INC | Technology | 4.8% | $53.7m | 183,535 | 39% | added |
| 8 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 4.7% | $52.7m | 114,768 | -27% | reduced |
| 9 | CTAS CINTAS CORP | Industrials | 4.6% | $51.2m | 301,319 | 16% | added |
| 10 | TXN TEXAS INSTRS INC | Technology | 4.5% | $50.7m | 170,203 | – | new |
| 11 | WCN WASTE CONNECTIONS INC | Industrials | 4.5% | $49.9m | 299,501 | – | new |
| 12 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 4.3% | $48.1m | 145,410 | -45% | reduced |
| 13 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 3.8% | $42.5m | 225,708 | – | new |
| 14 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 3.7% | $41.1m | 333,982 | -20% | reduced |
| 15 | SSNC SS&C TECH HLDGS | Technology | 3.1% | $35.2m | 566,770 | -13% | reduced |
| 16 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 3.1% | $34.3m | 664,834 | -22% | reduced |
| 17 | CHDN CHURCHILL DOWNS INC | Consumer Cyclical | 2.9% | $33.0m | 368,054 | -58% | reduced |
| 18 | RKT ROCKET COS INC | Financial Services | 2.4% | $26.6m | 1,691,098 | 8% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.