13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001697597-25-000003
Total Value
$1.18B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 1,402,895 | $182.3M | 15.46% |
| 2 | CHURCHILL DOWNS INC | CHDN | 1,140,312 | $110.6M | 9.38% |
| 3 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 1,212,308 | $107.6M | 9.13% |
| 4 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,140,008 | $96.1M | 8.15% |
| 5 | TRANSDIGM GROUP INC | TDG | 68,793 | $90.7M | 7.69% |
| 6 | VISA INC | V | 241,519 | $82.4M | 6.99% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 312,478 | $81.1M | 6.88% |
| 8 | S&P GLOBAL INC | SPGI | 125,200 | $60.9M | 5.17% |
| 9 | GUIDEWIRE SOFTWARE INC | GWRE | 252,986 | $58.2M | 4.93% |
| 10 | GILDAN ACTIVEWEAR INC | GIL | 995,325 | $57.5M | 4.88% |
| 11 | APPFOLIO INC | APPF | 193,596 | $53.4M | 4.53% |
| 12 | TYLER TECHNOLOGIES INC | TYL | 101,252 | $53.0M | 4.49% |
| 13 | LKQ CORP | LKQ | 1,449,969 | $44.3M | 3.76% |
| 14 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 567,819 | $39.1M | 3.31% |
| 15 | AXON ENTERPRISE INC | AXON | 47,790 | $34.3M | 2.91% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 39,665 | $27.7M | 2.35% |