Q2 2026 13F · SEC CIK 1697597
Hudson Way Capital Management LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.1B
- Reported positions
- 18
- Top holdings a year, 3 yrs
- +11.6%
- Assets under management
- $1.4B
Hudson Way Capital Management LLC is a hedge fund that reported 18 positions worth $1.1B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Kkr & Co Inc (KKR, 13.8%), Visa Inc (V, 10.1%), Somnigroup International Inc (TPX, 8.4%). A portfolio copying its top holdings returned 11.6% a year over the last 3 years, against 20.4% for the S&P 500.
Hudson Way Capital Management LLC holdings all 18 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| KKRKkr & Co Inc | 13.8% | +8.8% | $155.0M |
| VVisa Inc | 10.1% | -0.5% | $113.7M |
| TPXSomnigroup International Inc | 8.4% | -6.0% | $94.5M |
| SPGIS&p Global Inc | 8.0% | +30.5% | $90.2M |
| WWDWoodward, Inc. | 7.3% | +59.4% | $82.0M |
| TDGTransdigm Group Inc | 6.0% | +2.1% | $67.1M |
| TYLTyler Technologies Inc | 4.8% | +38.7% | $53.7M |
| SPOTSpotify Technology SA | 4.7% | -26.5% | $52.7M |
| CTASCintas Corp | 4.6% | +15.5% | $51.2M |
| TXNTexas Instrs Inc | 4.5% | — | $50.7M |
| WCNWaste Connections Inc | 4.5% | — | $49.9M |
| HLTHilton Worldwide Hldgs Inc | 4.3% | -44.9% | $48.1M |
| CHRWC H Robinson Worldwide in | 3.8% | — | $42.5M |
| GWREGuidewire Software Inc | 3.7% | -19.6% | $41.1M |
| SSNCSs&c Tech Hldgs | 3.1% | -12.9% | $35.2M |
| GILGildan Activewear Inc | 3.1% | -22.0% | $34.3M |
| CHDNChurchill Downs Inc | 2.9% | -57.7% | $33.0M |
| RKTRocket Cos Inc | 2.4% | +7.6% | $26.6M |
What Hudson Way Capital Management LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- TXN Texas Instrs Inc4.5% of 13F
- WCN Waste Connections Inc4.5% of 13F
- CHRW C H Robinson Worldwide in3.8% of 13F
Added to
- WWD Woodward, Inc.+59.4% shares
- TYL Tyler Technologies Inc+38.7% shares
- SPGI S&p Global Inc+30.5% shares
- CTAS Cintas Corp+15.5% shares
- KKR Kkr & Co Inc+8.8% shares
- RKT Rocket Cos Inc+7.6% shares
Reduced
- CHDN Churchill Downs Inc-57.7% shares
- HLT Hilton Worldwide Hldgs Inc-44.9% shares
- SPOT Spotify Technology SA-26.5% shares
- GIL Gildan Activewear Inc-22.0% shares
- GWRE Guidewire Software Inc-19.6% shares
- SSNC Ss&c Tech Hldgs-12.9% shares
- TPX Somnigroup International Inc-6.0% shares
Sold out
- AXON Axon Enterprise Incwas 3.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -11.0% /yr
- S&P 500 +20.1%
- 3 years
- +11.6% /yr
- S&P 500 +20.4%
- 5 years
- +6.8% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.1B | 18 |
| Q1 2026 | $1.0B | 16 |
| Q4 2025 | $1.3B | 17 |
| Q3 2025 | $1.2B | 16 |
| Q2 2025 | $1.1B | 16 |
| Q1 2025 | $1.0B | 16 |
| Q4 2024 | $885.0M | 15 |
| Q3 2024 | $796.7M | 15 |
| Q2 2024 | $724.3M | 14 |
| Q1 2024 | $547.8M | 14 |
| Q4 2023 | $533.1M | 15 |
| Q3 2023 | $508.4M | 14 |
Questions about Hudson Way Capital Management LLC's portfolio
What stocks does Hudson Way Capital Management LLC own?
Hudson Way Capital Management LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 18 positions worth $1.1B. The largest are Kkr & Co Inc (KKR) at 13.8%, Visa Inc (V) at 10.1%, Somnigroup International Inc (TPX) at 8.4%, S&p Global Inc (SPGI) at 8.0% and Woodward, Inc. (WWD) at 7.3%.
What did Hudson Way Capital Management LLC buy last quarter?
In Q2 2026, Hudson Way Capital Management LLC added a new position in Texas Instrs Inc (TXN), a new position in Waste Connections Inc (WCN), a new position in C H Robinson Worldwide in (CHRW), Woodward, Inc. (WWD) (+59.4% shares), Tyler Technologies Inc (TYL) (+38.7% shares) and S&p Global Inc (SPGI) (+30.5% shares), compared with its Q1 2026 filing.
What did Hudson Way Capital Management LLC sell last quarter?
In Q2 2026, Hudson Way Capital Management LLC sold all of Axon Enterprise Inc (AXON), Churchill Downs Inc (CHDN) (-57.7% shares), Hilton Worldwide Hldgs Inc (HLT) (-44.9% shares) and Spotify Technology SA (SPOT) (-26.5% shares), compared with its Q1 2026 filing.
How has Hudson Way Capital Management LLC's portfolio performed?
A portfolio copying Hudson Way Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -11.0% against +20.1%. Over 5 years: +6.8% a year against +11.6%.
When is Hudson Way Capital Management LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Hudson Way Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Hudson Way Capital Management LLC manage?
Hudson Way Capital Management LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.