Holdings of Hudson Way Capital Management LLC
14 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 84.3 % of the equity sleeve
Sector breakdown
- Financials 34.3 %
- Industrials 18.7 %
- Consumer discretionary 8.7 %
- Unattributed 38.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 14 | 922.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | KKR & Co Inc | 1,551,801 | 143.5M $ | |
| 2 | Visa Inc | 333,128 | 100.7M $ | |
| 3 | Somnigroup International Inc | 1,283,302 | 94.9M $ | |
| 4 | Hilton Worldwide Holdings Inc | 263,698 | 80.2M $ | |
| 5 | Churchill Downs Inc | 870,362 | 78.2M $ | |
| 6 | S&P Global Inc | 169,675 | 72.2M $ | |
| 7 | Guidewire Software Inc | 415,635 | 62.2M $ | |
| 8 | TransDigm Group Inc | 49,367 | 57.2M $ | |
| 9 | Tyler Technologies Inc | 132,292 | 45.3M $ | |
| 10 | Cintas Corp | 260,796 | 44.1M $ | |
| 11 | SS&C Technologies Holdings Inc | 650,776 | 44M $ | |
| 12 | Woodward Inc | 120,961 | 43.3M $ | |
| 13 | Axon Enterprise Inc | 81,875 | 34.8M $ | |
| 14 | Rocket Cos Inc | 1,571,634 | 22.4M $ |