Hudson Way Capital Management LLC — 13F holdings

Hudson Way Capital Management LLC reported 18 holdings worth $1.12B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. KKR KKR & CO INC — $155M (13.8%)
2. V Visa Inc — $114M (10.1%)
3. SGI SOMNIGROUP INTERNATIONAL INC — $94.5M (8.4%)
4. SPGI S&P GLOBAL INC — $90.2M (8.0%)
5. WWD WOODWARD INC — $82.0M (7.3%)
6. TDG TRANSDIGM GROUP INC — $67.1M (6.0%)
7. TYL TYLER TECHNOLOGIES INC — $53.7M (4.8%)
8. SPOT SPOTIFY TECHNOLOGY S A — $52.7M (4.7%)
9. CTAS Cintas Corp — $51.2M (4.6%)
10. TXN TEXAS INSTRS INC — $50.7M (4.5%)