Hudson Way Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Hudson Way Capital Management LLC reported 14 stock positions worth $724.3 million. Its top holding was KKR (KKR) at 16.7% of the portfolio, followed by Churchill Downs (CHDN, 16.7%) and Transdigm (TDG, 9.4%). Compared with Q1 2024, it added to 13 and reduced 1. The biggest buy was Churchill Downs (CHDN, shares +50%) and the biggest sale Gildan Activewear (GIL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001697597
- Portfolio Value
- $724.3M (Q2 2024)
- SEC Filing
- 0001085146-24-003876 ↗ filed Aug 14, 2024
Holdings Value
Holdings 14 stocks · $724.3M
| KKR KKR & Co. Inc. | 16.68% | 1,148,379 | $120.9M | Add +8.1% |
| CHDN Churchill Downs Inc. | 16.68% | 865,359 | $120.8M | Add +49.6% |
| TDG Transdigm Group Inc. | 9.39% | 53,241 | $68.0M | Add +31.0% |
| IBKR Interactive Brokers Gro Class A | 6.92% | 409,082 | $50.2M | Add +23.6% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 6.89% | 1,053,830 | $49.9M | Add +21.3% |
| SPGI S&P Global Inc. | 6.54% | 106,256 | $47.4M | Add +23.3% |
| SSNC Ss&c Technologies Holdings | 6.40% | 740,140 | $46.4M | Add +84.3% |
| KBR KBR Inc. | 6.22% | 702,493 | $45.1M | Add +49.2% |
| HLT Hilton Worldwide Holdings Inc. | 5.02% | 166,592 | $36.4M | Add +36.3% |
| TYL Tyler Technologies Inc. | 4.64% | 66,833 | $33.6M | Add +26.6% |
| GIL Gildan Activewear Inc. | 4.42% | 844,563 | $32.0M | Reduce -1.0% |
| PGR Progressive Corp. | 4.34% | 151,490 | $31.5M | Add +28.7% |
| V Visa Inc. Class A | 3.36% | 92,693 | $24.3M | Add +24.6% |
| SPOT Spotify Technology SA | 2.49% | 57,399 | $18.0M | Add +0.5% |
Portfolio Sells Q1 2024 → Q2 2024
| GIL Gildan Activewear Inc. | Reduce -1.0% | 4.42% | −1.36 |
Portfolio Buys Q1 2024 → Q2 2024
| CHDN Churchill Downs Inc. | Add +49.6% | 16.68% | +3.61 |
| SSNC Ss&c Technologies Holdings | Add +84.3% | 6.40% | +1.68 |
| KBR KBR Inc. | Add +49.2% | 6.22% | +0.75 |
| TYL Tyler Technologies Inc. | Add +26.6% | 4.64% | +0.54 |
| HLT Hilton Worldwide Holdings Inc. | Add +36.3% | 5.02% | +0.26 |
| TDG Transdigm Group Inc. | Add +31.0% | 9.39% | +0.26 |
| IBKR Interactive Brokers Gro Class A | Add +23.6% | 6.92% | +0.17 |
| PGR Progressive Corp. | Add +28.7% | 4.34% | −0.10 |
| SPGI S&P Global Inc. | Add +23.3% | 6.54% | −0.15 |
| SPOT Spotify Technology SA | Add +0.5% | 2.49% | −0.26 |
| V Visa Inc. Class A | Add +24.6% | 3.36% | −0.43 |
| SGI Somnigroup International Inc. | Add +21.3% | 6.89% | −2.12 |
| KKR KKR & Co. Inc. | Add +8.1% | 16.68% | −2.83 |
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 |