Q1 2026 · 13F-HR
Hudson Way Capital Management LLCholdings as filed
Filed 2026-05-15 · accession 0001697597-26-000006
$1.05B
Reported value
16
Positions
2026-03-31
Period end
The Brief · Hudson Way Capital Management LLC · Q1 2026
AI · grounded in 13F
Hudson Way Capital Management LLC closed its position in AppFolio Inc, reducing exposure by $47.19M. The fund established new positions in CTAS for $44.11M and WWD for $43.29M. Additionally, the manager increased its holdings in SPOT by 162.13% and TYL by 34.06%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 48251W104 | KKR | KKR & CO INC | $143.5M | 13.7% | 1,551,801 | Common | SOLE |
| 92826C839 | V | VISA INC | $100.7M | 9.63% | 333,128 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $94.9M | 9.07% | 1,283,302 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $80.2M | 7.67% | 263,698 | Common | SOLE |
| 171484108 | CHDN | CHURCHILL DOWNS INC | $78.2M | 7.47% | 870,362 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $75.7M | 7.24% | 156,161 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $72.2M | 6.90% | 169,675 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $62.2M | 5.94% | 415,635 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $57.2M | 5.47% | 49,367 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $47.4M | 4.53% | 852,092 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $45.3M | 4.33% | 132,292 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $44.1M | 4.22% | 260,796 | Common | SOLE |
| 78467J100 | SSNC | SS&C TECH HLDGS | $44.0M | 4.20% | 650,776 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $43.3M | 4.14% | 120,961 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $34.8M | 3.32% | 81,875 | Common | SOLE |
| 77311W101 | RKT | ROCKET COS INC | $22.4M | 2.14% | 1,571,634 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.