Hudson Way Capital Management LLC
data from 30/09/2025
Capitalization
$ 1.179 B
6.58 %
Performance
$ 567.695 M
162.91 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | KKR | KKR & CO INC | 15.46% | 182.306 M $ | 1402895 | 2018/09/30 | -3.623 M $ | -2.32 % |
| 2025/09/30 | CHDN | CHURCHILL DOWNS INC | 9.38% | 110.622 M $ | 1140312 | 2018/09/30 | -3.980 M $ | -3.95 % |
| 2025/09/30 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 9.13% | 107.604 M $ | 1212308 | 2023/03/31 | 5.752 M $ | 7.20 % |
| 2025/09/30 | SOMNIGROUP INTERNATIONAL INC | 8.15% | 96.137 M $ | 1140008 | 2023/03/31 | 26.183 M $ | 23.92 % | |
| 2025/09/30 | TDG | TRANSDIGM GROUP INC | 7.69% | 90.671 M $ | 68793 | 2022/06/30 | -12.876 M $ | -13.32 % |
| 2025/09/30 | V | VISA INC | 6.99% | 82.450 M $ | 241519 | 2019/03/31 | -3.387 M $ | -3.85 % |
| 2025/09/30 | HLT | HILTON WORLDWIDE HLDGS INC | 6.88% | 81.069 M $ | 312478 | 2024/03/31 | -2.521 M $ | -2.59 % |
| 2025/09/30 | SPGI | S&P GLOBAL INC | 5.17% | 60.936 M $ | 125200 | 2022/03/31 | -4.227 M $ | -7.70 % |
| 2025/09/30 | GWRE | GUIDEWIRE SOFTWARE INC | 4.93% | 58.151 M $ | 252986 | 2024/09/30 | -1.319 M $ | -2.37 % |
| 2025/09/30 | GIL | GILDAN ACTIVEWEAR INC | 4.88% | 57.530 M $ | 995325 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | APPF | APPFOLIO INC | 4.53% | 53.367 M $ | 193596 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TYL | TYLER TECHNOLOGIES INC | 4.49% | 52.971 M $ | 101252 | 2023/06/30 | -8.076 M $ | -11.75 % |
| 2025/09/30 | LKQ | LKQ CORP | 3.76% | 44.282 M $ | 1449969 | 2025/03/31 | -12.185 M $ | -17.48 % |
| 2025/09/30 | IBKR | INTERACTIVE BROKERS GROUP IN | 3.31% | 39.072 M $ | 567819 | 2023/06/30 | 9.167 M $ | 24.18 % |
| 2025/09/30 | AXON | AXON ENTERPRISE INC | 2.91% | 34.296 M $ | 47790 | 2025/03/31 | -3.652 M $ | -13.32 % |
| 2025/09/30 | SPOT | SPOTIFY TECHNOLOGY S A | 2.35% | 27.686 M $ | 39665 | 2023/09/30 | -2.888 M $ | -9.04 % |
| 2025/09/30 | PGR | PROGRESSIVE CORP | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | KBR | KBR INC | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |