13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001697597-26-000002
Total Value
$1.26B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 1,284,168 | $163.7M | 13.01% |
| 2 | CHURCHILL DOWNS INC | CHDN | 1,037,822 | $118.1M | 9.39% |
| 3 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 1,199,215 | $104.8M | 8.33% |
| 4 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,106,515 | $98.8M | 7.85% |
| 5 | TRANSDIGM GROUP INC | TDG | 73,303 | $97.5M | 7.75% |
| 6 | HILTON WORLDWIDE HLDGS INC | HLT | 338,510 | $97.2M | 7.73% |
| 7 | VISA INC | V | 273,431 | $95.9M | 7.62% |
| 8 | GILDAN ACTIVEWEAR INC | GIL | 1,390,893 | $86.9M | 6.91% |
| 9 | S&P GLOBAL INC | SPGI | 156,498 | $81.8M | 6.50% |
| 10 | GUIDEWIRE SOFTWARE INC | GWRE | 311,912 | $62.7M | 4.98% |
| 11 | AXON ENTERPRISE INC | AXON | 92,060 | $52.3M | 4.16% |
| 12 | APPFOLIO INC | APPF | 202,853 | $47.2M | 3.75% |
| 13 | TYLER TECHNOLOGIES INC | TYL | 98,678 | $44.8M | 3.56% |
| 14 | ROCKET COS INC | 77311W101 | 1,991,696 | $38.6M | 3.07% |
| 15 | SPOTIFY TECHNOLOGY S A | SPOT | 59,575 | $34.6M | 2.75% |
| 16 | LKQ CORP | LKQ | 764,297 | $23.1M | 1.83% |
| 17 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 156,775 | $10.1M | 0.80% |