Hudson Way Capital Management
Hudson Way Capital Management reported 18 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are KKR (13.8%), V (10.1%) and SGI (8.4%). Compared with Q1 2026, the fund opened new positions in TXN, WCN and CHRW, added to KKR, SPGI and WWD, trimmed V, SGI and SPOT and sold out of AXON.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  KKR KKR & Co Inc | $155M | 13.8% | 1.7M | +137K (+9%) | 8 of 8 | |
| 2 |  V Visa Inc | $114M | 10.1% | 331K | −1,747 (−1%) | 8 of 8 | |
| 3 |  SGI Somnigroup International Inc | $94.5M | 8.4% | 1.2M | −77K (−6%) | 8 of 8 | |
| 4 |  SPGI S&P Global Inc | $90.2M | 8.0% | 221K | +52K (+31%) | 8 of 8 | |
| 5 |  WWD Woodward Inc | $82M | 7.3% | 193K | +72K (+59%) | 2 of 8 | |
| 6 |  TDG Transdigm Group Inc | $67.1M | 6.0% | 50K | +1,043 (+2%) | 8 of 8 | |
| 7 |  TYL Tyler Technologies Inc | $53.7M | 4.8% | 184K | +51K (+39%) | 8 of 8 | |
| 8 |  SPOT Spotify Technology | $52.7M | 4.7% | 115K | −41K (−27%) | 8 of 8 | |
| 9 |  CTAS Cintas Corp | $51.2M | 4.6% | 301K | +41K (+16%) | 2 of 8 | |
| 10 |  TXN Texas Instrs Inc | $50.7M | 4.5% | 170K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AXON Axon Enterprise Inc | $34.8M | 82K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hudson Way Capital Management 13F FAQ
What does Hudson Way Capital Management own?
Hudson Way Capital Management reported 18 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are KKR (13.8%), V (10.1%) and SGI (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Hudson Way Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 7 added to, 8 trimmed and 1 sold out. New positions include TXN, WCN and CHRW. It sold all of AXON.
When will Hudson Way Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hudson Way Capital Management's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.