Hudson Way Capital Management LLC
CIK 1697597
13F filing for Q2 2026・No. 2,393
- Holdings
- US$1.12B
- Quarter change
- +US$75.64M
- Entries
- 18
- Net bought (estimate)
- +US$63.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 1
- Cut 8
- Added 7
- Corporate actions 0
- Unchanged 0
Largest holdings
18 stocks worth US$1.12B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KKRKKR & CO INCCOM | Added | 1,688,872 | US$155M | 13.82% |
| VVISA INCCOM CL A | Cut | 331,381 | US$113.69M | 10.14% |
| SGISOMNIGROUP INTERNATIONAL INCCOM | Cut | 1,205,807 | US$94.54M | 8.43% |
| SPGIS&P GLOBAL INCCOM | Added | 221,477 | US$90.2M | 8.04% |
| WWDWOODWARD INCCOM | Added | 192,761 | US$82.01M | 7.31% |
| TDGTRANSDIGM GROUP INCCOM | Added | 50,410 | US$67.15M | 5.99% |
| TYLTYLER TECHNOLOGIES INCCOM | Added | 183,535 | US$53.68M | 4.79% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Cut | 114,768 | US$52.69M | 4.70% |
| CTASCINTAS CORPCOM | Added | 301,319 | US$51.25M | 4.57% |
| TXNTEXAS INSTRS INCCOM | New | 170,203 | US$50.73M | 4.52% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.