Hudson Way Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Hudson Way Capital Management LLC reported 18 stock positions worth $1.1 billion. Its top holding was KKR (KKR) at 13.8% of the portfolio, followed by Visa Class A (V, 10.1%) and Somnigroup International (SGI, 8.4%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 7 and reduced 8. The biggest buy was a new position in Texas Instruments (TXN) and the biggest sale Churchill Downs (CHDN, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001697597
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001697597-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 18 stocks · $1.1B
| KKR KKR & Co. Inc. | 13.82% | 1,688,872 | $155.0M | Add +8.8% |
| V Visa Inc. Class A | 10.14% | 331,381 | $113.7M | Reduce -0.5% |
| SGI Somnigroup International Inc. | 8.43% | 1,205,807 | $94.5M | Reduce -6.0% |
| SPGI S&P Global Inc. | 8.04% | 221,477 | $90.2M | Add +30.5% |
| WWD Woodward Inc. | 7.31% | 192,761 | $82.0M | Add +59.4% |
| TDG Transdigm Group Inc. | 5.99% | 50,410 | $67.1M | Add +2.1% |
| TYL Tyler Technologies Inc. | 4.79% | 183,535 | $53.7M | Add +38.7% |
| SPOT Spotify Technology SA | 4.70% | 114,768 | $52.7M | Reduce -26.5% |
| CTAS Cintas Corp. | 4.57% | 301,319 | $51.2M | Add +15.5% |
| TXN Texas Instruments Inc. | 4.52% | 170,203 | $50.7M | New |
| WCN Waste Connections Inc. | 4.45% | 299,501 | $49.9M | New |
| HLT Hilton Worldwide Holdings Inc. | 4.28% | 145,410 | $48.1M | Reduce -44.9% |
| CHRW C.H. Robinson Worldwide Inc. | 3.79% | 225,708 | $42.5M | New |
| GWRE Guidewire Software Inc. | 3.66% | 333,982 | $41.1M | Reduce -19.6% |
| SSNC Ss&c Technologies Holdings | 3.14% | 566,770 | $35.2M | Reduce -12.9% |
| GIL Gildan Activewear Inc. | 3.06% | 664,834 | $34.3M | Reduce -22.0% |
| CHDN Churchill Downs Inc. | 2.94% | 368,054 | $33.0M | Reduce -57.7% |
| RKT Rocket Cos Inc. Class A | 2.37% | 1,691,098 | $26.6M | Add +7.6% |
Portfolio Sells Q1 2026 → Q2 2026
| CHDN Churchill Downs Inc. | Reduce -57.7% | 2.94% | −4.53 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -44.9% | 4.28% | −3.38 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −3.32 |
| SPOT Spotify Technology SA | Reduce -26.5% | 4.70% | −2.54 |
| GWRE Guidewire Software Inc. | Reduce -19.6% | 3.66% | −2.28 |
| GIL Gildan Activewear Inc. | Reduce -22.0% | 3.06% | −1.47 |
| SSNC Ss&c Technologies Holdings | Reduce -12.9% | 3.14% | −1.07 |
| SGI Somnigroup International Inc. | Reduce -6.0% | 8.43% | −0.64 |
| V Visa Inc. Class A | Reduce -0.5% | 10.14% | +0.51 |
Portfolio Buys Q1 2026 → Q2 2026
| TXN Texas Instruments Inc. | New | 4.52% | +4.52 |
| WCN Waste Connections Inc. | New | 4.45% | +4.45 |
| CHRW C.H. Robinson Worldwide Inc. | New | 3.79% | +3.79 |
| WWD Woodward Inc. | Add +59.4% | 7.31% | +3.17 |
| SPGI S&P Global Inc. | Add +30.5% | 8.04% | +1.14 |
| TDG Transdigm Group Inc. | Add +2.1% | 5.99% | +0.52 |
| TYL Tyler Technologies Inc. | Add +38.7% | 4.79% | +0.46 |
| CTAS Cintas Corp. | Add +15.5% | 4.57% | +0.35 |
| RKT Rocket Cos Inc. Class A | Add +7.6% | 2.37% | +0.23 |
| KKR KKR & Co. Inc. | Add +8.8% | 13.82% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $1.1B | KKR, V, SGI, SPGI, WWD |
| Q1 2026 | 16 | $1.0B | KKR, V, SGI, HLT, CHDN |
| Q4 2025 | 17 | $1.3B | KKR, CHDN, SSNC, SGI, TDG |
| Q3 2025 | 16 | $1.2B | KKR, CHDN, SSNC, SGI, TDG |
| Q2 2025 | 16 | $1.1B | KKR, SGI, CHDN, HLT, TDG |
| Q1 2025 | 16 | $1.0B | KKR, CHDN, TDG, SSNC, SGI |
| Q4 2024 | 15 | $885.0M | KKR, CHDN, SSNC, TDG, HLT |
| Q3 2024 | 15 | $796.7M | KKR, CHDN, TDG, SSNC, IBKR |
| Q2 2024 | 14 | $724.3M | KKR, CHDN, TDG, IBKR, SGI |
| Q1 2024 | 14 | $547.8M | KKR, CHDN, TDG, SGI, IBKR |