Hudson Way Capital Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Hudson Way Capital Management LLC reported 15 stock positions worth $885.0 million. Its top holding was KKR (KKR) at 14.3% of the portfolio, followed by Churchill Downs (CHDN, 13.8%) and Ss&c Technologies (SSNC, 8.8%). Compared with Q3 2024, it added to 9 and reduced 6. The biggest buy was KBR (KBR, shares +128%) and the biggest sale Churchill Downs (CHDN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001697597
- Portfolio Value
- $885.0M (Q4 2024)
- SEC Filing
- 0001085146-25-001523 ↗ filed Feb 14, 2025
Holdings Value
Holdings 15 stocks · $885.0M
| KKR KKR & Co. Inc. | 14.32% | 856,925 | $126.7M | Reduce -11.8% |
| CHDN Churchill Downs Inc. | 13.77% | 912,881 | $121.9M | Reduce -1.2% |
| SSNC Ss&c Technologies Holdings | 8.80% | 1,027,741 | $77.9M | Add +24.1% |
| TDG Transdigm Group Inc. | 8.09% | 56,465 | $71.6M | Add +21.6% |
| HLT Hilton Worldwide Holdings Inc. | 7.00% | 250,633 | $61.9M | Add +44.1% |
| KBR KBR Inc. | 6.90% | 1,053,710 | $61.0M | Add +128.3% |
| GWRE Guidewire Software Inc. | 6.19% | 325,054 | $54.8M | Add +54.2% |
| IBKR Interactive Brokers Gro Class A | 5.92% | 296,502 | $52.4M | Reduce -30.2% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 5.35% | 834,859 | $47.3M | Reduce -8.3% |
| SPGI S&P Global Inc. | 4.86% | 86,334 | $43.0M | Reduce -6.0% |
| TYL Tyler Technologies Inc. | 4.63% | 71,094 | $41.0M | Add +2.1% |
| PGR Progressive Corp. | 4.44% | 164,177 | $39.3M | Add +2.4% |
| V Visa Inc. Class A | 4.35% | 121,855 | $38.5M | Add +49.4% |
| SPOT Spotify Technology SA | 3.28% | 64,795 | $29.0M | Add +1.1% |
| GIL Gildan Activewear Inc. | 2.10% | 395,338 | $18.6M | Reduce -24.2% |
Portfolio Sells Q3 2024 → Q4 2024
| CHDN Churchill Downs Inc. | Reduce -1.2% | 13.77% | −1.91 |
| KKR KKR & Co. Inc. | Reduce -11.8% | 14.32% | −1.61 |
| IBKR Interactive Brokers Gro Class A | Reduce -30.2% | 5.92% | −1.51 |
| SPGI S&P Global Inc. | Reduce -6.0% | 4.86% | −1.10 |
| GIL Gildan Activewear Inc. | Reduce -24.2% | 2.10% | −0.98 |
| SGI Somnigroup International Inc. | Reduce -8.3% | 5.35% | −0.90 |
Portfolio Buys Q3 2024 → Q4 2024
| KBR KBR Inc. | Add +128.3% | 6.90% | +3.12 |
| HLT Hilton Worldwide Holdings Inc. | Add +44.1% | 7.00% | +1.97 |
| V Visa Inc. Class A | Add +49.4% | 4.35% | +1.54 |
| GWRE Guidewire Software Inc. | Add +54.2% | 6.19% | +1.35 |
| SSNC Ss&c Technologies Holdings | Add +24.1% | 8.80% | +1.08 |
| SPOT Spotify Technology SA | Add +1.1% | 3.28% | +0.31 |
| TDG Transdigm Group Inc. | Add +21.6% | 8.09% | −0.23 |
| TYL Tyler Technologies Inc. | Add +2.1% | 4.63% | −0.47 |
| PGR Progressive Corp. | Add +2.4% | 4.44% | −0.66 |
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 |