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) | 0 | 156,161 | +156,161 | 0 | 75,724,031 | 7.24% | +75,724,031 |
| VISA INC(V) | 0 | 333,128 | +333,128 | 0 | 100,684,607 | 9.63% | +100,684,607 |
| TYLER TECHNOLOGIES INC(TYL) | 0 | 132,292 | +132,292 | 0 | 45,294,135 | 4.33% | +45,294,135 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 0 | 415,635 | +415,635 | 0 | 62,162,371 | 5.94% | +62,162,371 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 0 | 1,283,302 | +1,283,302 | 0 | 94,861,684 | 9.07% | +94,861,684 |
| S&P GLOBAL INC(SPGI) | 0 | 169,675 | +169,675 | 0 | 72,169,565 | 6.90% | +72,169,565 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ROCKET COS INC(RKT) | 0 | 1,571,634 | +1,571,634 | 0 | 22,395,785 | 2.14% | +22,395,785 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 0 | 263,698 | +263,698 | 0 | 80,185,288 | 7.67% | +80,185,288 |
| AXON ENTERPRISE INC(AXON) | 0 | 81,875 | +81,875 | 0 | 34,771,494 | 3.32% | +34,771,494 |
| KKR & CO INC(KKR) | 0 | 1,551,801 | +1,551,801 | 0 | 143,541,593 | 13.72% | +143,541,593 |
| LKQ CORP(LKQ) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GILDAN ACTIVEWEAR INC(GIL) | 0 | 852,092 | +852,092 | 0 | 47,418,920 | 4.53% | +47,418,920 |
| CHURCHILL DOWNS INC(CHDN) | 0 | 870,362 | +870,362 | 0 | 78,184,618 | 7.47% | +78,184,618 |
| TRANSDIGM GROUP INC(TDG) | 0 | 49,367 | +49,367 | 0 | 57,214,378 | 5.47% | +57,214,378 |
| APPFOLIO INC(APPF) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SS&C TECH HLDGS(SSNC) | 0 | 650,776 | +650,776 | 0 | 43,972,934 | 4.20% | +43,972,934 |