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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 $1,121,622,378 across 18 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 72.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697597-26-000007

Period
2026-06-30
Reported value
$1.12B
Holdings
18
Top 10 weight
72.3%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TXNnew+170,203$50.7M
WCNnew+299,501$49.9M
CHRWnew+225,708$42.5M
WWDadded+71,800$30.5M
SPGIadded+51,802$21.1M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CHDNreduced-502,308-$45M
HLTreduced-118,288-$39.1M
AXONexited-81,875-$34.8M
SPOTreduced-41,393-$19M
GWREreduced-81,653-$10M

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, Q2 2026

Share positions as resolved from 13F-HR 0001697597-26-000007, largest first. % of portfolio is the value over $1,121,622,378, 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; 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; 2026Q2: 1,688,872 shares 1,688,872$155M13.82%+137,071Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 331,381 shares 331,381$114M10.14%-1,747Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,205,807 shares 1,205,807$94.5M8.43%-77,495Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 221,477 shares 221,477$90.2M8.04%+51,802Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,961 shares; 2026Q2: 192,761 shares 192,761$82M7.31%+71,800Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 50,410 shares 50,410$67.1M5.99%+1,043Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 183,535 shares 183,535$53.7M4.79%+51,243Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 114,768 shares 114,768$52.7M4.7%-41,393Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260,796 shares; 2026Q2: 301,319 shares 301,319$51.2M4.57%+40,523Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,203 shares 170,203$50.7M4.52%newTimeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 299,501 shares 299,501$49.9M4.45%newTimeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 145,410 shares 145,410$48.1M4.28%-118,288Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225,708 shares 225,708$42.5M3.79%newTimeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 333,982 shares 333,982$41.1M3.66%-81,653Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 566,770 shares 566,770$35.2M3.14%-84,006Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 664,834 shares 664,834$34.3M3.06%-187,258Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 368,054 shares 368,054$33M2.94%-502,308Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,691,098 shares 1,691,098$26.6M2.37%+119,464Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
AXONAXON ENTERPRISE INC81,875$34.8Mshares

How Q2 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 0001697597-26-000007 base2026-08-14acceptance time not in the bulk data set