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Disclosery

Hudson Way Capital Management LLC: TDG position timeline

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

Hudson Way Capital Management LLC held 50,410 TDG 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 50,410 shares
    Change vs previous 13F +1,043 shares

    5.99% of the 13F portfolio, value $67,148,136.

    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 49,367 shares
    Change vs previous 13F -23,936 shares

    5.47% of the 13F portfolio, value $57,214,378.

    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 73,303 shares
    Change vs previous 13F +4,510 shares

    7.75% of the 13F portfolio, value $97,481,995.

    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 68,793 shares
    Change vs previous 13F +5,247 shares

    7.69% of the 13F portfolio, value $90,670,550.

    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 63,546 shares
    Change vs previous 13F -5,231 shares

    8.73% of the 13F portfolio, value $96,630,589.

    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 68,777 shares
    Change vs previous 13F +12,312 shares

    9.43% of the 13F portfolio, value $95,138,536.

    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 56,465 shares
    Change vs previous 13F +10,025 shares

    8.09% of the 13F portfolio, value $71,556,965.

    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 46,440 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $66,275,917.

    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).