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Hudson Way Capital Management LLC

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13F filer, CIK 1697597, DALLAS, TX

Hudson Way Capital Management LLC reported $1,045,986,799 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 77.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697597-26-000006

Period
2026-03-31
Reported value
$1.05B
Holdings
16
Top 10 weight
77.64%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPOTadded+96,586$46.8M
CTASnew+260,796$44.1M
WWDnew+120,961$43.3M
KKRadded+267,633$24.8M
Vadded+59,697$18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
APPFexited-202,853-$47.2M
SSNCreduced-548,439-$37.1M
GILreduced-538,801-$30M
TDGreduced-23,936-$27.7M
LKQexited-764,297-$23.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001697597-26-000006, largest first. % of portfolio is the value over $1,045,986,799, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972,000 shares; 2024Q4: 856,925 shares; 2025Q1: 1,360,868 shares; 2025Q2: 1,176,168 shares; 2025Q3: 1,402,895 shares; 2025Q4: 1,284,168 shares; 2026Q1: 1,551,801 shares 1,551,801$144M13.72%+267,633Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,559 shares; 2024Q4: 121,855 shares; 2025Q1: 172,139 shares; 2025Q2: 247,758 shares; 2025Q3: 241,519 shares; 2025Q4: 273,431 shares; 2026Q1: 333,128 shares 333,128$101M9.63%+59,697Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910,966 shares; 2024Q4: 834,859 shares; 2025Q1: 1,304,245 shares; 2025Q2: 1,608,315 shares; 2025Q3: 1,140,008 shares; 2025Q4: 1,106,515 shares; 2026Q1: 1,283,302 shares 1,283,302$94.9M9.07%+176,787Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,921 shares; 2024Q4: 250,633 shares; 2025Q1: 267,622 shares; 2025Q2: 365,407 shares; 2025Q3: 312,478 shares; 2025Q4: 338,510 shares; 2026Q1: 263,698 shares 263,698$80.2M7.67%-74,812Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923,983 shares; 2024Q4: 912,881 shares; 2025Q1: 1,078,298 shares; 2025Q2: 997,598 shares; 2025Q3: 1,140,312 shares; 2025Q4: 1,037,822 shares; 2026Q1: 870,362 shares 870,362$78.2M7.47%-167,460Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,068 shares; 2024Q4: 64,795 shares; 2025Q1: 68,493 shares; 2025Q2: 41,649 shares; 2025Q3: 39,665 shares; 2025Q4: 59,575 shares; 2026Q1: 156,161 shares 156,161$75.7M7.24%+96,586Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,844 shares; 2024Q4: 86,334 shares; 2025Q1: 53,386 shares; 2025Q2: 104,170 shares; 2025Q3: 125,200 shares; 2025Q4: 156,498 shares; 2026Q1: 169,675 shares 169,675$72.2M6.9%+13,177Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,776 shares; 2024Q4: 325,054 shares; 2025Q1: 310,164 shares; 2025Q2: 235,875 shares; 2025Q3: 252,986 shares; 2025Q4: 311,912 shares; 2026Q1: 415,635 shares 415,635$62.2M5.94%+103,723Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,440 shares; 2024Q4: 56,465 shares; 2025Q1: 68,777 shares; 2025Q2: 63,546 shares; 2025Q3: 68,793 shares; 2025Q4: 73,303 shares; 2026Q1: 49,367 shares 49,367$57.2M5.47%-23,936Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,754 shares; 2024Q4: 395,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995,325 shares; 2025Q4: 1,390,893 shares; 2026Q1: 852,092 shares 852,092$47.4M4.53%-538,801Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,645 shares; 2024Q4: 71,094 shares; 2025Q1: 100,199 shares; 2025Q2: 115,902 shares; 2025Q3: 101,252 shares; 2025Q4: 98,678 shares; 2026Q1: 132,292 shares 132,292$45.3M4.33%+33,614Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260,796 shares 260,796$44.1M4.22%newTimeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828,269 shares; 2024Q4: 1,027,741 shares; 2025Q1: 1,064,078 shares; 2025Q2: 965,033 shares; 2025Q3: 1,212,308 shares; 2025Q4: 1,199,215 shares; 2026Q1: 650,776 shares 650,776$44M4.2%-548,439Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,961 shares 120,961$43.3M4.14%newTimeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,244 shares; 2025Q2: 33,108 shares; 2025Q3: 47,790 shares; 2025Q4: 92,060 shares; 2026Q1: 81,875 shares 81,875$34.8M3.32%-10,185Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991,696 shares; 2026Q1: 1,571,634 shares 1,571,634$22.4M2.14%-420,062Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
APPFAPPFOLIO INC202,853$47.2Mshares
LKQLKQ CORP764,297$23.1Mshares
IBKRINTERACTIVE BROKERS GROUP IN156,775$10.1Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001697597-26-000006 base2026-05-15acceptance time not in the bulk data set