Hudson Way Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.1T
Holdings
16
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,176,168 | $156.5B | 14.14% | |
| 2 | TPDSOMNIGROUP INTERNATIONAL INC | 1,608,315 | $109.4B | 9.89% | |
| 3 | CHRCHURCHILL DOWNS INC | 997,598 | $100.8B | 9.11% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 365,407 | $97.3B | 8.80% | |
| 5 | T7DTRANSDIGM GROUP INC | 63,546 | $96.6B | 8.73% | |
| 6 | VVISA INC | 247,758 | $88.0B | 7.95% | |
| 7 | SSNCSS&C TECHNOLOGIES HLDGS INC | 965,033 | $79.9B | 7.22% | |
| 8 | LKQ1LKQ CORP | 1,883,370 | $69.7B | 6.30% | |
| 9 | TYLTYLER TECHNOLOGIES INC | 115,902 | $68.7B | 6.21% | |
| 10 | GWREGUIDEWIRE SOFTWARE INC | 235,875 | $55.5B | 5.02% | |
| 11 | SPGIS&P GLOBAL INC | 104,170 | $54.9B | 4.96% | |
| 12 | IBKRINTERACTIVE BROKERS GROUP IN | 684,074 | $37.9B | 3.43% | |
| 13 | SPOTSPOTIFY TECHNOLOGY S A | 41,649 | $32.0B | 2.89% | |
| 14 | AXONAXON ENTERPRISE INC | 33,108 | $27.4B | 2.48% | |
| 15 | K6BKBR INC | 376,353 | $18.0B | 1.63% | |
| 16 | PGRPROGRESSIVE CORP | 51,251 | $13.7B | 1.24% |