Filed: 2/17/2026ACC: 0001697597-26-000002
📋 What this filing means
HUDSON WAY CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $1.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$1.26B
Total AUM (reported)
10.54M
Total Shares
Allocation by class
COM$1.03B82.0%
COM CL A$191.73M15.2%
SHS$34.60M2.8%
Portfolio Concentration
Top 3$386.62M30.7%
4–10$620.76M49.3%
11–25$250.59M19.9%
Top 3 weight
30.7%
Top 10 weight
80.1%
Voting Authority Distribution
Total shares with voting rights: 10.54M
Sole
Full voting authority
10.54M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
KKR & CO INC
SOLEShares1.28M
TypeSH
Market value$163.71M
13.01%
Sole
1.28M
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares1.04M
TypeSH
Market value$118.08M
9.39%
Sole
1.04M
Shared
0.00
None
0.00
SS&C TECHNOLOGIES HLDGS INC
SOLEShares1.20M
TypeSH
Market value$104.84M
8.33%
Sole
1.20M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.11M
TypeSH
Market value$98.79M
7.85%
Sole
1.11M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares73.30K
TypeSH
Market value$97.48M
7.75%
Sole
73.30K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares338.51K
TypeSH
Market value$97.24M
7.73%
Sole
338.51K
Shared
0.00
None
0.00
VISA INC
SOLEShares273.43K
TypeSH
Market value$95.89M
7.62%
Sole
273.43K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares1.39M
TypeSH
Market value$86.88M
6.91%
Sole
1.39M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares156.50K
TypeSH
Market value$81.78M
6.50%
Sole
156.50K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares311.91K
TypeSH
Market value$62.70M
4.98%
Sole
311.91K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares92.06K
TypeSH
Market value$52.28M
4.16%
Sole
92.06K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares202.85K
TypeSH
Market value$47.19M
3.75%
Sole
202.85K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares98.68K
TypeSH
Market value$44.79M
3.56%
Sole
98.68K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares1.99M
TypeSH
Market value$38.56M
3.07%
Sole
1.99M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares59.58K
TypeSH
Market value$34.60M
2.75%
Sole
59.58K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares764.30K
TypeSH
Market value$23.08M
1.83%
Sole
764.30K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares156.78K
TypeSH
Market value$10.08M
0.80%
Sole
156.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KKR & CO INCSOLE | COM | 1.28M | SH | $163.71M 13.01% | 1.28M | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 1.04M | SH | $118.08M 9.39% | 1.04M | 0.00 | 0.00 |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 1.20M | SH | $104.84M 8.33% | 1.20M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.11M | SH | $98.79M 7.85% | 1.11M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 73.30K | SH | $97.48M 7.75% | 73.30K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 338.51K | SH | $97.24M 7.73% | 338.51K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 273.43K | SH | $95.89M 7.62% | 273.43K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 1.39M | SH | $86.88M 6.91% | 1.39M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 156.50K | SH | $81.78M 6.50% | 156.50K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 311.91K | SH | $62.70M 4.98% | 311.91K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 92.06K | SH | $52.28M 4.16% | 92.06K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 202.85K | SH | $47.19M 3.75% | 202.85K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 98.68K | SH | $44.79M 3.56% | 98.68K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 1.99M | SH | $38.56M 3.07% | 1.99M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 59.58K | SH | $34.60M 2.75% | 59.58K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 764.30K | SH | $23.08M 1.83% | 764.30K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 156.78K | SH | $10.08M 0.80% | 156.78K | 0.00 | 0.00 |