13F-HR filed by Hudson Way Capital Management LLC
Hudson Way Capital Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 16 holding rows worth $1,106,366,723.
- Accession
- 0001085146-25-005093
- Filer
- CIK 1697597
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 16 entries on the cover page, a total value of $1,106,366,723 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,106,366,723 with VALUE read as dollars as filed, 13F file number 028-17824. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| KKR & CO INC | 48251W104 | COM | 1,176,168 | $156,465,629 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 1,608,315 | $109,445,836 | dollars as filed | |
| CHURCHILL DOWNS INC | 171484108 | COM | 997,598 | $100,757,398 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 365,407 | $97,322,500 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 63,546 | $96,630,589 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 247,758 | $87,966,478 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 965,033 | $79,904,732 | dollars as filed | |
| LKQ CORP COM | 501889208 | Stock | 1,883,370 | $69,703,524 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 115,902 | $68,711,342 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 235,875 | $55,536,769 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 104,170 | $54,927,799 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 684,074 | $37,904,540 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 41,649 | $31,958,944 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 33,108 | $27,411,438 | dollars as filed | |
| KBR INC COM | 48242W106 | Stock | 376,353 | $18,042,363 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 51,251 | $13,676,842 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-005093 | this filing | 2025-08-14 | acceptance time not in the bulk data set |