13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005093
Total Value
$1.11B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 1,176,168 | $156.5M | 14.14% |
| 2 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,608,315 | $109.4M | 9.89% |
| 3 | CHURCHILL DOWNS INC | CHDN | 997,598 | $100.8M | 9.11% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 365,407 | $97.3M | 8.80% |
| 5 | TRANSDIGM GROUP INC | TDG | 63,546 | $96.6M | 8.73% |
| 6 | VISA INC | V | 247,758 | $88.0M | 7.95% |
| 7 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 965,033 | $79.9M | 7.22% |
| 8 | LKQ CORP | LKQ | 1,883,370 | $69.7M | 6.30% |
| 9 | TYLER TECHNOLOGIES INC | TYL | 115,902 | $68.7M | 6.21% |
| 10 | GUIDEWIRE SOFTWARE INC | GWRE | 235,875 | $55.5M | 5.02% |
| 11 | S&P GLOBAL INC | SPGI | 104,170 | $54.9M | 4.96% |
| 12 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 684,074 | $37.9M | 3.43% |
| 13 | SPOTIFY TECHNOLOGY S A | SPOT | 41,649 | $32.0M | 2.89% |
| 14 | AXON ENTERPRISE INC | AXON | 33,108 | $27.4M | 2.48% |
| 15 | KBR INC | KBR | 376,353 | $18.0M | 1.63% |
| 16 | PROGRESSIVE CORP | 743315103 | 51,251 | $13.7M | 1.24% |