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Disclosery

Hudson Way Capital Management LLC: SGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hudson Way Capital Management LLC on SGI, newest first. How the timeline and the estimate are built.

Hudson Way Capital Management LLC held 1,205,807 SGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,205,807 shares
    Change vs previous 13F -77,495 shares

    8.43% of the 13F portfolio, value $94,535,269.

    13F-HR 0001697597-26-000007 filed by Hudson Way Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,283,302 shares
    Change vs previous 13F +176,787 shares

    9.07% of the 13F portfolio, value $94,861,684.

    13F-HR 0001697597-26-000006 filed by Hudson Way Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,106,515 shares
    Change vs previous 13F -33,493 shares

    7.85% of the 13F portfolio, value $98,789,659.

    13F-HR 0001697597-26-000002 filed by Hudson Way Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,140,008 shares
    Change vs previous 13F -468,307 shares

    8.15% of the 13F portfolio, value $96,136,875.

    13F-HR 0001697597-25-000003 filed by Hudson Way Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,608,315 shares
    Change vs previous 13F +304,070 shares

    9.89% of the 13F portfolio, value $109,445,836.

    13F-HR 0001085146-25-005093 filed by Hudson Way Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,304,245 shares
    Change vs previous 13F +469,386 shares

    7.74% of the 13F portfolio, value $78,098,191.

    13F-HR 0001085146-25-003197 filed by Hudson Way Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 834,859 shares
    Change vs previous 13F -76,107 shares

    5.35% of the 13F portfolio, value $47,328,157.

    13F-HR 0001085146-25-001523 filed by Hudson Way Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 910,966 shares
    Change vs previous 13F not available

    6.24% of the 13F portfolio, value $49,738,744.

    13F-HR 0001085146-24-005785 filed by Hudson Way Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).