Filed: 11/14/2025ACC: 0001697597-25-000003
📋 What this filing means
HUDSON WAY CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $1.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$1.18B
Total AUM (reported)
9.29M
Total Shares
Allocation by class
COM$976.58M82.8%
COM CL A$174.89M14.8%
SHS$27.69M2.3%
Portfolio Concentration
Top 3$400.53M34.0%
4–10$526.94M44.7%
11–25$251.67M21.3%
Top 3 weight
34.0%
Top 10 weight
78.7%
Voting Authority Distribution
Total shares with voting rights: 9.29M
Sole
Full voting authority
9.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
KKR & CO INC
SOLEShares1.40M
TypeSH
Market value$182.31M
15.46%
Sole
1.40M
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares1.14M
TypeSH
Market value$110.62M
9.38%
Sole
1.14M
Shared
0.00
None
0.00
SS&C TECHNOLOGIES HLDGS INC
SOLEShares1.21M
TypeSH
Market value$107.60M
9.13%
Sole
1.21M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.14M
TypeSH
Market value$96.14M
8.15%
Sole
1.14M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares68.79K
TypeSH
Market value$90.67M
7.69%
Sole
68.79K
Shared
0.00
None
0.00
VISA INC
SOLEShares241.52K
TypeSH
Market value$82.45M
6.99%
Sole
241.52K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares312.48K
TypeSH
Market value$81.07M
6.88%
Sole
312.48K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares125.20K
TypeSH
Market value$60.94M
5.17%
Sole
125.20K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares252.99K
TypeSH
Market value$58.15M
4.93%
Sole
252.99K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares995.33K
TypeSH
Market value$57.53M
4.88%
Sole
995.33K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares193.60K
TypeSH
Market value$53.37M
4.53%
Sole
193.60K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares101.25K
TypeSH
Market value$52.97M
4.49%
Sole
101.25K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares1.45M
TypeSH
Market value$44.28M
3.76%
Sole
1.45M
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares567.82K
TypeSH
Market value$39.07M
3.31%
Sole
567.82K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares47.79K
TypeSH
Market value$34.30M
2.91%
Sole
47.79K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares39.66K
TypeSH
Market value$27.69M
2.35%
Sole
39.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KKR & CO INCSOLE | COM | 1.40M | SH | $182.31M 15.46% | 1.40M | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 1.14M | SH | $110.62M 9.38% | 1.14M | 0.00 | 0.00 |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 1.21M | SH | $107.60M 9.13% | 1.21M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.14M | SH | $96.14M 8.15% | 1.14M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 68.79K | SH | $90.67M 7.69% | 68.79K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 241.52K | SH | $82.45M 6.99% | 241.52K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 312.48K | SH | $81.07M 6.88% | 312.48K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 125.20K | SH | $60.94M 5.17% | 125.20K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 252.99K | SH | $58.15M 4.93% | 252.99K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 995.33K | SH | $57.53M 4.88% | 995.33K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 193.60K | SH | $53.37M 4.53% | 193.60K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 101.25K | SH | $52.97M 4.49% | 101.25K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 1.45M | SH | $44.28M 3.76% | 1.45M | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 567.82K | SH | $39.07M 3.31% | 567.82K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 47.79K | SH | $34.30M 2.91% | 47.79K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 39.66K | SH | $27.69M 2.35% | 39.66K | 0.00 | 0.00 |