Hudson Way Capital Management LLC Top Holdings and 13F Report (2025) About Hudson Way Capital Management LLCInvestment ActivityHudson Way Capital Management LLC has $1.11 billion in total holdings as of June 30, 2025.Hudson Way Capital Management LLC owns shares of 16 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 15.58% of the portfolio was purchased this quarter.About 12.99% of the portfolio was sold this quarter.This quarter, Hudson Way Capital Management LLC has purchased 16 new stocks and bought additional shares in 7 stocks.Hudson Way Capital Management LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings KKR & Co. Inc. $156,465,629Tempur Sealy International $109,445,836Churchill Downs $100,757,398Hilton Worldwide $97,322,500Transdigm Group $96,630,589 Largest Purchases this Quarter LKQ 875,821 shares (about $32.41M)Interactive Brokers Group 546,429 shares (about $30.28M)Visa 75,619 shares (about $26.85M)S&P Global 50,784 shares (about $26.78M)Hilton Worldwide 97,785 shares (about $26.04M) Largest Sales this Quarter KBR 663,709 shares (about $31.82M)KKR & Co. Inc. 184,700 shares (about $24.57M)Spotify Technology 26,844 shares (about $20.60M)Axon Enterprise 24,136 shares (about $19.98M)Guidewire Software 74,289 shares (about $17.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHudson Way Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKKRKKR & Co. Inc.$156,465,629$24,570,641 ▼-13.6%1,176,16814.1%FinanceTPXTempur Sealy International$109,445,836$20,691,964 ▲23.3%1,608,3159.9%Retail/WholesaleCHDNChurchill Downs$100,757,398$8,150,700 ▼-7.5%997,5989.1%Consumer DiscretionaryHLTHilton Worldwide$97,322,500$26,044,057 ▲36.5%365,4078.8%Consumer DiscretionaryTDGTransdigm Group$96,630,589$7,954,468 ▼-7.6%63,5468.7%AerospaceVVisa$87,966,478$26,848,526 ▲43.9%247,7588.0%Business ServicesSSNCSS&C Technologies$79,904,732$8,200,926 ▼-9.3%965,0337.2%Computer and TechnologyLKQLKQ$69,703,524$32,414,135 ▲86.9%1,883,3706.3%Auto/Tires/TrucksTYLTyler Technologies$68,711,342$9,309,367 ▲15.7%115,9026.2%Computer and TechnologyGWREGuidewire Software$55,536,769$17,491,345 ▼-24.0%235,8755.0%Computer and TechnologySPGIS&P Global$54,927,799$26,777,895 ▲95.1%104,1705.0%FinanceIBKRInteractive Brokers Group$37,904,540$30,277,631 ▲397.0%684,0743.4%FinanceSPOTSpotify Technology$31,958,944$20,598,475 ▼-39.2%41,6492.9%Computer and TechnologyAXONAxon Enterprise$27,411,438$19,983,160 ▼-42.2%33,1082.5%AerospaceKBRKBR$18,042,363$31,818,210 ▼-63.8%376,3531.6%ConstructionPGRProgressive$13,676,842$4,911,558 ▼-26.4%51,2511.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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