Hudson Way Capital Management LLC
Top Portfolio Positions
16 positions ·
$1,045,986,788 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KKR |
KKR & Co. Inc.
Financial Services
|
1,551,801 | $143,541,592 | 13.72% | |
| V |
Visa Inc.
Financial Services
|
333,128 | $100,684,606 | 9.63% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
1,283,302 | $94,861,683 | 9.07% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
263,698 | $80,185,287 | 7.67% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
870,362 | $78,184,618 | 7.47% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
156,161 | $75,724,030 | 7.24% | |
| SPGI |
S&P Global Inc.
Financial Services
|
169,675 | $72,169,564 | 6.90% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
415,635 | $62,162,370 | 5.94% | |
| TDG |
TransDigm Group INC
Industrials
|
49,367 | $57,214,378 | 5.47% | |
| GIL |
Gildan Activewear Inc.
Consumer Cyclical
|
852,092 | $47,418,919 | 4.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GWRE
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,162,370 | 415,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,697,431 | 311,912 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $58,151,361 | 252,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,536,768 | 235,875 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $58,112,327 | 310,164 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $54,797,603 | 325,054 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,559,361 | 210,776 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||