Hudson Way Capital Management LLC
DALLAS, TX · CIK 1697597 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2016 · limited liability company
- Assets managed$1.4bn
- Staff10 · 6 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds4 (4 hedge) · $1.4bn gross assets
- Websitehwcapital.com
- Form ADV · 2026-03-30SEC adviser record
- Legal entityHUDSON WAY CAPITAL MANAGEMENT, LLC (US)
- Kindhedge funds, futures
- Others nearbyDallas, TX
As an employer
- Offices in1 country
- Private fundshedge 4
$1.1bn
reported value
+7.2% vs Q1 2026
18positions
72.3%in top 10
3 new
7 added
8 reduced
1 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| KKR & CO INC KKR | $155.0m13.82% | Added +137.1k |
| VISA INC V | $113.7m10.14% | Reduced -1.7k |
| SOMNIGROUP INTERNATIONAL INC SGI | $94.5m8.43% | Reduced -77.5k |
| S&P GLOBAL INC SPGI | $90.2m8.04% | Added +51.8k |
| WOODWARD INC WWD | $82.0m7.31% | Added +71.8k |
| TRANSDIGM GROUP INC TDG | $67.1m5.99% | Added +1.0k |
| TYLER TECHNOLOGIES INC TYL | $53.7m4.79% | Added +51.2k |
| SPOTIFY TECHNOLOGY S A SPOT | $52.7m4.70% | Reduced -41.4k |
| CINTAS CORP CTAS | $51.2m4.57% | Added +40.5k |
| TEXAS INSTRS INC TXN | $50.7m4.52% | New |
| WASTE CONNECTIONS INC WCN | $49.9m4.45% | New |
| HILTON WORLDWIDE HLDGS INC HLT | $48.1m4.28% | Reduced -118.3k |
| C H ROBINSON WORLDWIDE INC CHRW | $42.5m3.79% | New |
| GUIDEWIRE SOFTWARE INC GWRE | $41.1m3.66% | Reduced -81.7k |
| SS&C TECHNOLOGIES HLDGS INC SSNC | $35.2m3.14% | Reduced -84.0k |
| GILDAN ACTIVEWEAR INC GIL | $34.3m3.06% | Reduced -187.3k |
| CHURCHILL DOWNS INC CHDN | $33.0m2.94% | Reduced -502.3k |
| ROCKET COS INC RKT | $26.6m2.37% | Added +119.5k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| AXON ENTERPRISE INC AXON | $34.8m81.9k shares |