Holdings of Hudson Way Capital Management LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 14 in 1 countries
- Top ten
- 84.3 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | KKR & Co Inc | 1,551,801 | 143.5M $ | |
| 2 | Visa Inc | 333,128 | 100.7M $ | |
| 3 | Somnigroup International Inc | 1,283,302 | 94.9M $ | |
| 4 | Hilton Worldwide Holdings Inc | 263,698 | 80.2M $ | |
| 5 | Churchill Downs Inc | 870,362 | 78.2M $ | |
| 6 | S&P Global Inc | 169,675 | 72.2M $ | |
| 7 | Guidewire Software Inc | 415,635 | 62.2M $ | |
| 8 | TransDigm Group Inc | 49,367 | 57.2M $ | |
| 9 | Tyler Technologies Inc | 132,292 | 45.3M $ | |
| 10 | Cintas Corp | 260,796 | 44.1M $ | |
| 11 | SS&C Technologies Holdings Inc | 650,776 | 44M $ | |
| 12 | Woodward Inc | 120,961 | 43.3M $ | |
| 13 | Axon Enterprise Inc | 81,875 | 34.8M $ | |
| 14 | Rocket Cos Inc | 1,571,634 | 22.4M $ |
Sector breakdown
- Financials 34.3 %
- Consumer staples 10.3 %
- Consumer discretionary 8.7 %
- Industrials 8.5 %
- Unattributed 38.3 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 14 | 922.8M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Hudson Way Capital Management LLC". https://titelia.com/en/funds/US13F1697597