Filed: 5/15/2026ACC: 0001697597-26-000006
📋 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 $1.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$1.05B
Total AUM (reported)
8.76M
Total Shares
Allocation by class
COM$847.18M81.0%
COM CL A$123.08M11.8%
SHS$75.72M7.2%
Portfolio Concentration
Top 3$339.09M32.4%
4–10$473.06M45.2%
11–25$233.84M22.4%
Top 3 weight
32.4%
Top 10 weight
77.6%
Voting Authority Distribution
Total shares with voting rights: 8.76M
Sole
Full voting authority
8.76M
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
SOLEShares1.55M
TypeSH
Market value$143.54M
13.72%
Sole
1.55M
Shared
0.00
None
0.00
VISA INC
SOLEShares333.13K
TypeSH
Market value$100.68M
9.63%
Sole
333.13K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.28M
TypeSH
Market value$94.86M
9.07%
Sole
1.28M
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares263.70K
TypeSH
Market value$80.19M
7.67%
Sole
263.70K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares870.36K
TypeSH
Market value$78.18M
7.47%
Sole
870.36K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares156.16K
TypeSH
Market value$75.72M
7.24%
Sole
156.16K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares169.68K
TypeSH
Market value$72.17M
6.90%
Sole
169.68K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares415.63K
TypeSH
Market value$62.16M
5.94%
Sole
415.63K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares49.37K
TypeSH
Market value$57.21M
5.47%
Sole
49.37K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares852.09K
TypeSH
Market value$47.42M
4.53%
Sole
852.09K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares132.29K
TypeSH
Market value$45.29M
4.33%
Sole
132.29K
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares260.80K
TypeSH
Market value$44.11M
4.22%
Sole
260.80K
Shared
0.00
None
0.00
SS&C TECH HLDGS
SOLEShares650.78K
TypeSH
Market value$43.97M
4.20%
Sole
650.78K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares120.96K
TypeSH
Market value$43.29M
4.14%
Sole
120.96K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares81.88K
TypeSH
Market value$34.77M
3.32%
Sole
81.88K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares1.57M
TypeSH
Market value$22.40M
2.14%
Sole
1.57M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KKR & CO INCSOLE | COM | 1.55M | SH | $143.54M 13.72% | 1.55M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 333.13K | SH | $100.68M 9.63% | 333.13K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.28M | SH | $94.86M 9.07% | 1.28M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 263.70K | SH | $80.19M 7.67% | 263.70K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 870.36K | SH | $78.18M 7.47% | 870.36K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 156.16K | SH | $75.72M 7.24% | 156.16K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 169.68K | SH | $72.17M 6.90% | 169.68K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 415.63K | SH | $62.16M 5.94% | 415.63K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 49.37K | SH | $57.21M 5.47% | 49.37K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 852.09K | SH | $47.42M 4.53% | 852.09K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 132.29K | SH | $45.29M 4.33% | 132.29K | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 260.80K | SH | $44.11M 4.22% | 260.80K | 0.00 | 0.00 |
SS&C TECH HLDGSSOLE | COM | 650.78K | SH | $43.97M 4.20% | 650.78K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 120.96K | SH | $43.29M 4.14% | 120.96K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 81.88K | SH | $34.77M 3.32% | 81.88K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 1.57M | SH | $22.40M 2.14% | 1.57M | 0.00 | 0.00 |