Hudson Way Capital Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Hudson Way Capital Management LLC reported 15 stock positions worth $796.7 million. Its top holding was KKR (KKR) at 15.9% of the portfolio, followed by Churchill Downs (CHDN, 15.7%) and Transdigm (TDG, 8.3%). Compared with Q2 2024, it opened 1 new position, added to 7 and reduced 7. The biggest buy was a new position in Guidewire Software (GWRE) and the biggest sale KBR (KBR, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001697597
- Portfolio Value
- $796.7M (Q3 2024)
- SEC Filing
- 0001085146-24-005785 ↗ filed Nov 14, 2024
Holdings Value
Holdings 15 stocks · $796.7M
| KKR KKR & Co. Inc. | 15.93% | 972,000 | $126.9M | Reduce -15.4% |
| CHDN Churchill Downs Inc. | 15.68% | 923,983 | $124.9M | Add +6.8% |
| TDG Transdigm Group Inc. | 8.32% | 46,440 | $66.3M | Reduce -12.8% |
| SSNC Ss&c Technologies Holdings | 7.72% | 828,269 | $61.5M | Add +11.9% |
| IBKR Interactive Brokers Gro Class A | 7.43% | 424,877 | $59.2M | Add +3.9% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 6.24% | 910,966 | $49.7M | Reduce -13.6% |
| SPGI S&P Global Inc. | 5.96% | 91,844 | $47.4M | Reduce -13.6% |
| PGR Progressive Corp. | 5.11% | 160,339 | $40.7M | Add +5.8% |
| TYL Tyler Technologies Inc. | 5.10% | 69,645 | $40.7M | Add +4.2% |
| HLT Hilton Worldwide Holdings Inc. | 5.03% | 173,921 | $40.1M | Add +4.4% |
| GWRE Guidewire Software Inc. | 4.84% | 210,776 | $38.6M | New |
| KBR KBR Inc. | 3.77% | 461,647 | $30.1M | Reduce -34.3% |
| GIL Gildan Activewear Inc. | 3.09% | 521,754 | $24.6M | Reduce -38.2% |
| SPOT Spotify Technology SA | 2.96% | 64,068 | $23.6M | Add +11.6% |
| V Visa Inc. Class A | 2.81% | 81,559 | $22.4M | Reduce -12.0% |
Portfolio Sells Q2 2024 → Q3 2024
| KBR KBR Inc. | Reduce -34.3% | 3.77% | −2.45 |
| GIL Gildan Activewear Inc. | Reduce -38.2% | 3.09% | −1.34 |
| TDG Transdigm Group Inc. | Reduce -12.8% | 8.32% | −1.07 |
| KKR KKR & Co. Inc. | Reduce -15.4% | 15.93% | −0.75 |
| SGI Somnigroup International Inc. | Reduce -13.6% | 6.24% | −0.64 |
| SPGI S&P Global Inc. | Reduce -13.6% | 5.96% | −0.59 |
| V Visa Inc. Class A | Reduce -12.0% | 2.81% | −0.54 |
Portfolio Buys Q2 2024 → Q3 2024
| GWRE Guidewire Software Inc. | New | 4.84% | +4.84 |
| SSNC Ss&c Technologies Holdings | Add +11.9% | 7.72% | +1.31 |
| PGR Progressive Corp. | Add +5.8% | 5.11% | +0.76 |
| IBKR Interactive Brokers Gro Class A | Add +3.9% | 7.43% | +0.51 |
| SPOT Spotify Technology SA | Add +11.6% | 2.96% | +0.48 |
| TYL Tyler Technologies Inc. | Add +4.2% | 5.10% | +0.46 |
| HLT Hilton Worldwide Holdings Inc. | Add +4.4% | 5.03% | +0.01 |
| CHDN Churchill Downs Inc. | Add +6.8% | 15.68% | −1.00 |
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 |