Hudson Way Capital Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.2T
Holdings
16
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,402,895 | $182.3B | 15.46% | |
| 2 | CHRCHURCHILL DOWNS INC | 1,140,312 | $110.6B | 9.38% | |
| 3 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,212,308 | $107.6B | 9.13% | |
| 4 | TPDSOMNIGROUP INTERNATIONAL INC | 1,140,008 | $96.1B | 8.15% | |
| 5 | T7DTRANSDIGM GROUP INC | 68,793 | $90.7B | 7.69% | |
| 6 | VVISA INC | 241,519 | $82.4B | 6.99% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 312,478 | $81.1B | 6.88% | |
| 8 | SPGIS&P GLOBAL INC | 125,200 | $60.9B | 5.17% | |
| 9 | GWREGUIDEWIRE SOFTWARE INC | 252,986 | $58.2B | 4.93% | |
| 10 | GILGILDAN ACTIVEWEAR INC | 995,325 | $57.5B | 4.88% | |
| 11 | APPFAPPFOLIO INC | 193,596 | $53.4B | 4.53% | |
| 12 | TYLTYLER TECHNOLOGIES INC | 101,252 | $53.0B | 4.49% | |
| 13 | LKQ1LKQ CORP | 1,449,969 | $44.3B | 3.76% | |
| 14 | IBKRINTERACTIVE BROKERS GROUP IN | 567,819 | $39.1B | 3.31% | |
| 15 | AXONAXON ENTERPRISE INC | 47,790 | $34.3B | 2.91% | |
| 16 | SPOTSPOTIFY TECHNOLOGY S A | 39,665 | $27.7B | 2.35% |