Hudson Way Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.3T
Holdings
17
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,284,168 | $163.7B | 13.01% | |
| 2 | CHRCHURCHILL DOWNS INC | 1,037,822 | $118.1B | 9.39% | |
| 3 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,199,215 | $104.8B | 8.33% | |
| 4 | TPDSOMNIGROUP INTERNATIONAL INC | 1,106,515 | $98.8B | 7.85% | |
| 5 | T7DTRANSDIGM GROUP INC | 73,303 | $97.5B | 7.75% | |
| 6 | HLTHILTON WORLDWIDE HLDGS INC | 338,510 | $97.2B | 7.73% | |
| 7 | VVISA INC | 273,431 | $95.9B | 7.62% | |
| 8 | GILGILDAN ACTIVEWEAR INC | 1,390,893 | $86.9B | 6.91% | |
| 9 | SPGIS&P GLOBAL INC | 156,498 | $81.8B | 6.50% | |
| 10 | GWREGUIDEWIRE SOFTWARE INC | 311,912 | $62.7B | 4.98% | |
| 11 | AXONAXON ENTERPRISE INC | 92,060 | $52.3B | 4.16% | |
| 12 | APPFAPPFOLIO INC | 202,853 | $47.2B | 3.75% | |
| 13 | TYLTYLER TECHNOLOGIES INC | 98,678 | $44.8B | 3.56% | |
| 14 | RKTROCKET COS INC | 1,991,696 | $38.6B | 3.07% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 59,575 | $34.6B | 2.75% | |
| 16 | LKQ1LKQ CORP | 764,297 | $23.1B | 1.83% | |
| 17 | IBKRINTERACTIVE BROKERS GROUP IN | 156,775 | $10.1B | 0.80% |