Hudson Way Capital Management LLC
Hudson Way Capital Management LLC reported 18 positions worth $1.12B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: KKR (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | KKR | SH | $155.0M | 13.82% | 1,688,872 | — | — | |
| ▸ 2 | V | SH | $113.7M | 10.14% | 331,381 | — | — | |
| ▸ 3 | SGI | SH | $94.5M | 8.43% | 1,205,807 | — | — | |
| ▸ 4 | SPGI | SH | $90.2M | 8.04% | 221,477 | — | — | |
| ▸ 5 | WWD | SH | $82.0M | 7.31% | 192,761 | — | — | |
| ▸ 6 | TDG | SH | $67.1M | 5.99% | 50,410 | — | — | |
| ▸ 7 | TYL | SH | $53.7M | 4.79% | 183,535 | — | — | |
| ▸ 8 | SPOT | SH | $52.7M | 4.70% | 114,768 | — | — | |
| ▸ 9 | CTAS | SH | $51.2M | 4.57% | 301,319 | — | — | |
| ▸ 10 | TXN | SH | $50.7M | 4.52% | 170,203 | — | — |
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Frequently Asked Questions
What stocks does Hudson Way Capital Management LLC hold as of Q2 2026?
Hudson Way Capital Management LLC reported 18 positions worth $1.12B in its Q2 2026 13F filing. Largest positions: KKR (13.8%), V (10.1%), SGI (8.4%), SPGI (8.0%) and WWD (7.3%).
What did Hudson Way Capital Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Hudson Way Capital Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.