Hudson Way Capital Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Hudson Way Capital Management LLC held in its portfolio 17 assets valued at $1,257,976,301 (i.e. $1.26B).

The most valuable assets in the portfolio included: KKR & CO INC ($163.71M), CHURCHILL DOWNS INC ($118.08M), and SS&C TECHNOLOGIES HLDGS INC ($104.84M).

The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Hudson Way Capital Management LLC Portfolio

KKR & CO INC

CHURCHILL DOWNS INC

SS&C TECHNOLOGIES HLDGS INC

SOMNIGROUP INTERNATIONAL INC

TRANSDIGM GROUP INC

HILTON WORLDWIDE HLDGS INC

VISA INC

GILDAN ACTIVEWEAR INC

S&P GLOBAL INC

GUIDEWIRE SOFTWARE INC

Hudson Way Capital Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
KKR & CO INC	1284168	163705737	COM
CHURCHILL DOWNS INC	1037822	118083387	COM
SS&C TECHNOLOGIES HLDGS INC	1199215	104835375	COM
SOMNIGROUP INTERNATIONAL INC	1106515	98789659	COM
TRANSDIGM GROUP INC	73303	97481995	COM
HILTON WORLDWIDE HLDGS INC	338510	97236998	COM
VISA INC	273431	95894986	COM CL A
GILDAN ACTIVEWEAR INC	1390893	86875177	COM
S&P GLOBAL INC	156498	81784290	COM
GUIDEWIRE SOFTWARE INC	311912	62697431	COM
AXON ENTERPRISE INC	92060	52283636	COM
APPFOLIO INC	202853	47193750	COM CL A
TYLER TECHNOLOGIES INC	98678	44794878	COM
ROCKET COS INC	1991696	38559235	COM CL A
SPOTIFY TECHNOLOGY S A	59575	34595798	SHS
LKQ CORP	764297	23081769	COM
INTERACTIVE BROKERS GROUP IN	156775	10082200	COM CL A