Hudson Way Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CINTAS CORP(CTAS) | 0 | 260,796 | +260,796 | 0 | 44,111,035 | 4.22% | +44,111,035 |
| WOODWARD INC(WWD) | 0 | 120,961 | +120,961 | 0 | 43,294,361 | 4.14% | +43,294,361 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 59,575 | 156,161 | +96,586 | 34,595,798 | 75,724,031 | 7.24% | +41,128,233 |
| VISA INC(V) | 273,431 | 333,128 | +59,697 | 95,894,986 | 100,684,607 | 9.63% | +4,789,621 |
| TYLER TECHNOLOGIES INC(TYL) | 98,678 | 132,292 | +33,614 | 44,794,878 | 45,294,135 | 4.33% | +499,257 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 311,912 | 415,635 | +103,723 | 62,697,431 | 62,162,371 | 5.94% | -535,060 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 1,106,515 | 1,283,302 | +176,787 | 98,789,659 | 94,861,684 | 9.07% | -3,927,975 |
| S&P GLOBAL INC(SPGI) | 156,498 | 169,675 | +13,177 | 81,784,290 | 72,169,565 | 6.90% | -9,614,725 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 156,775 | 0 | -156,775 | 10,082,200 | 0 | — | -10,082,200 |
| ROCKET COS INC(RKT) | 1,991,696 | 1,571,634 | -420,062 | 38,559,235 | 22,395,785 | 2.14% | -16,163,450 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 338,510 | 263,698 | -74,812 | 97,236,998 | 80,185,288 | 7.67% | -17,051,710 |
| AXON ENTERPRISE INC(AXON) | 92,060 | 81,875 | -10,185 | 52,283,636 | 34,771,494 | 3.32% | -17,512,142 |
| KKR & CO INC(KKR) | 1,284,168 | 1,551,801 | +267,633 | 163,705,737 | 143,541,593 | 13.72% | -20,164,144 |
| LKQ CORP(LKQ) | 764,297 | 0 | -764,297 | 23,081,769 | 0 | — | -23,081,769 |
| GILDAN ACTIVEWEAR INC(GIL) | 1,390,893 | 852,092 | -538,801 | 86,875,177 | 47,418,920 | 4.53% | -39,456,257 |
| CHURCHILL DOWNS INC(CHDN) | 1,037,822 | 870,362 | -167,460 | 118,083,387 | 78,184,618 | 7.47% | -39,898,769 |
| TRANSDIGM GROUP INC(TDG) | 73,303 | 49,367 | -23,936 | 97,481,995 | 57,214,378 | 5.47% | -40,267,617 |
| APPFOLIO INC(APPF) | 202,853 | 0 | -202,853 | 47,193,750 | 0 | — | -47,193,750 |
| SS&C TECH HLDGS(SSNC) | 1,199,215 | 650,776 | -548,439 | 104,835,375 | 43,972,934 | 4.20% | -60,862,441 |