account_balance
Investment manager · 13F filer · SEC CIK 1697597
Hudson Way Capital Management LLC
Reported value$1.12Bas of Jun 30, 2026
Positions18 3 new, 1 sold out
Top 10 weight72.3%KKR alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KKRKKR & Co. Inc.
13.8%Added +9%
VVisa Inc.
10.1%
SGISomnigroup International Inc.
8.4%Trimmed −6%
SPGIS&P Global Inc.
8.0%Added +31%
WWDWoodward, Inc.
7.3%Added +59%
TDGTransDigm Group INC
6.0%Added +2%
TYLTyler Technologies Inc
4.8%Added +39%
SPOTSpotify Technology S.A.
4.7%Trimmed −27%
CTASCintas Corp
4.6%Added +16%
TXNTexas Instruments Inc
4.5%New
WCNWaste Connections, Inc.
4.5%New
HLTHilton Worldwide Holdings Inc.
4.3%Trimmed −45%
KKRKKR & Co. Inc.
13.8%Added +9%
VVisa Inc.
10.1%
SGISomnigroup International Inc.
8.4%Trimmed −6%
SPGIS&P Global Inc.
8.0%Added +31%
WWDWoodward, Inc.
7.3%Added +59%
TDGTransDigm Group INC
6.0%
TYLTyler Technologies Inc
4.8%
SPOTSpotify Technology S.A.
4.7%
CTASCintas Corp
4.6%
TXN4.5%WCN4.5%HLT4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KKR KKR & Co. Inc. 13.8% Added +9%V Visa Inc. 10.1% HeldSGI Somnigroup International Inc. 8.4% Trimmed −6%SPGI S&P Global Inc. 8.0% Added +31%WWD Woodward, Inc. 7.3% Added +59%TDG TransDigm Group INC 6.0% Added +2%TYL Tyler Technologies Inc 4.8% Added +39%SPOT Spotify Technology S.A. 4.7% Trimmed −27%CTAS Cintas Corp 4.6% Added +16%TXN Texas Instruments Inc 4.5% NewWCN Waste Connections, Inc. 4.5% NewHLT Hilton Worldwide Holdings Inc. 4.3% Trimmed −45%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.