Hudson Way Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Hudson Way Capital Management LLC reported 16 stock positions worth $1.1 billion. Its top holding was KKR (KKR) at 14.1% of the portfolio, followed by Somnigroup International (SGI, 9.9%) and Churchill Downs (CHDN, 9.1%). Compared with Q1 2025, it added to 7 and reduced 9. The biggest buy was Hilton Worldwide (HLT, shares +37%) and the biggest sale KBR (KBR, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001697597
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001085146-25-005093 ↗ filed Aug 14, 2025
Holdings Value
Holdings 16 stocks · $1.1B
| KKR KKR & Co. Inc. | 14.14% | 1,176,168 | $156.5M | Reduce -13.6% |
| SGI Somnigroup International Inc. | 9.89% | 1,608,315 | $109.4M | Add +23.3% |
| CHDN Churchill Downs Inc. | 9.11% | 997,598 | $100.8M | Reduce -7.5% |
| HLT Hilton Worldwide Holdings Inc. | 8.80% | 365,407 | $97.3M | Add +36.5% |
| TDG Transdigm Group Inc. | 8.73% | 63,546 | $96.6M | Reduce -7.6% |
| V Visa Inc. Class A | 7.95% | 247,758 | $88.0M | Add +43.9% |
| SSNC Ss&c Technologies Holdings | 7.22% | 965,033 | $79.9M | Reduce -9.3% |
| LKQ LKQ Corp. | 6.30% | 1,883,370 | $69.7M | Add +86.9% |
| TYL Tyler Technologies Inc. | 6.21% | 115,902 | $68.7M | Add +15.7% |
| GWRE Guidewire Software Inc. | 5.02% | 235,875 | $55.5M | Reduce -23.9% |
| SPGI S&P Global Inc. | 4.96% | 104,170 | $54.9M | Add +95.1% |
| IBKR Interactive Brokers Gro Class A | 3.43% | 684,074 | $37.9M | Add +24.3% |
| SPOT Spotify Technology SA | 2.89% | 41,649 | $32.0M | Reduce -39.2% |
| AXON Axon Enterprise Inc. | 2.48% | 33,108 | $27.4M | Reduce -42.2% |
| KBR KBR Inc. | 1.63% | 376,353 | $18.0M | Reduce -63.8% |
| PGR Progressive Corp. | 1.24% | 51,251 | $13.7M | Reduce -26.4% |
Portfolio Sells Q1 2025 → Q2 2025
| KBR KBR Inc. | Reduce -63.8% | 1.63% | −3.50 |
| CHDN Churchill Downs Inc. | Reduce -7.5% | 9.11% | −2.76 |
| SSNC Ss&c Technologies Holdings | Reduce -9.3% | 7.22% | −1.59 |
| KKR KKR & Co. Inc. | Reduce -13.6% | 14.14% | −1.45 |
| SPOT Spotify Technology SA | Reduce -39.2% | 2.89% | −0.85 |
| GWRE Guidewire Software Inc. | Reduce -23.9% | 5.02% | −0.74 |
| PGR Progressive Corp. | Reduce -26.4% | 1.24% | −0.72 |
| TDG Transdigm Group Inc. | Reduce -7.6% | 8.73% | −0.70 |
| AXON Axon Enterprise Inc. | Reduce -42.2% | 2.48% | −0.51 |
Portfolio Buys Q1 2025 → Q2 2025
| HLT Hilton Worldwide Holdings Inc. | Add +36.5% | 8.80% | +2.76 |
| SPGI S&P Global Inc. | Add +95.1% | 4.96% | +2.28 |
| SGI Somnigroup International Inc. | Add +23.3% | 9.89% | +2.15 |
| LKQ LKQ Corp. | Add +86.9% | 6.30% | +2.05 |
| V Visa Inc. Class A | Add +43.9% | 7.95% | +1.97 |
| IBKR Interactive Brokers Gro Class A | Add +24.3% | 3.43% | +1.17 |
| TYL Tyler Technologies Inc. | Add +15.7% | 6.21% | +0.44 |
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 |