Hudson Way Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GILDAN ACTIVEWEAR INC(GIL) | 0 | 995,325 | +995,325 | 0 | 57,529,785 | 4.88% | +57,529,785 |
| APPFOLIO INC(APPF) | 0 | 193,596 | +193,596 | 0 | 53,366,673 | 4.53% | +53,366,673 |
| SS&C TECHNOLOGIES HLDGS INC(SSNC) | 965,033 | 1,212,308 | +247,275 | 79,904,732 | 107,604,458 | 9.13% | +27,699,726 |
| KKR & CO INC(KKR) | 1,176,168 | 1,402,895 | +226,727 | 156,465,629 | 182,306,205 | 15.46% | +25,840,576 |
| CHURCHILL DOWNS INC(CHDN) | 997,598 | 1,140,312 | +142,714 | 100,757,398 | 110,621,667 | 9.38% | +9,864,269 |
| AXON ENTERPRISE INC(AXON) | 33,108 | 47,790 | +14,682 | 27,411,438 | 34,296,016 | 2.91% | +6,884,578 |
| S&P GLOBAL INC(SPGI) | 104,170 | 125,200 | +21,030 | 54,927,799 | 60,936,092 | 5.17% | +6,008,293 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 235,875 | 252,986 | +17,111 | 55,536,769 | 58,151,362 | 4.93% | +2,614,593 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 684,074 | 567,819 | -116,255 | 37,904,540 | 39,071,625 | 3.31% | +1,167,085 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 41,649 | 39,665 | -1,984 | 31,958,944 | 27,686,170 | 2.35% | -4,272,774 |
| VISA INC(V) | 247,758 | 241,519 | -6,239 | 87,966,478 | 82,449,756 | 6.99% | -5,516,722 |
| TRANSDIGM GROUP INC(TDG) | 63,546 | 68,793 | +5,247 | 96,630,589 | 90,670,550 | 7.69% | -5,960,039 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 1,608,315 | 1,140,008 | -468,307 | 109,445,836 | 96,136,875 | 8.15% | -13,308,961 |
| PROGRESSIVE CORP(PGR) | 51,251 | 0 | -51,251 | 13,676,842 | 0 | — | -13,676,842 |
| TYLER TECHNOLOGIES INC(TYL) | 115,902 | 101,252 | -14,650 | 68,711,342 | 52,970,996 | 4.49% | -15,740,346 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 365,407 | 312,478 | -52,929 | 97,322,500 | 81,069,292 | 6.88% | -16,253,208 |
| KBR INC(KBR) | 376,353 | 0 | -376,353 | 18,042,363 | 0 | — | -18,042,363 |
| LKQ CORP(LKQ) | 1,883,370 | 1,449,969 | -433,401 | 69,703,524 | 44,282,053 | 3.76% | -25,421,471 |