Hudson Way Capital Management LLC holds a focused book of 16 stocks worth $1.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Cintas Corp and trimmed Hilton Worldwide Holdings In. Their largest long position is KKR & Co Inc at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1697597/holdings"
Use Arkolith to show Hudson Way Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | KKR & Co Inc COM | $143.5M | 1.55M | 13.7% | ▲+21% Added · +268K sh | |
| 2 | Visa Inc COM CL A | $100.7M | 333.1K | 9.6% | ▲+22% Added · +60K sh | |
| 3 | Somnigroup International Inc COM | $94.9M | 1.28M | 9.1% | ▲+16% Added · +177K sh | |
| 4 | Hilton Worldwide Hldgs Inc COM | $80.2M | 263.7K | 7.7% | ▼−22% Reduced · −75K sh | |
| 5 | Churchill Downs Inc COM | $78.2M | 870.4K | 7.5% | ▼−16% Reduced · −167K sh | |
| 6 | Spotify Technology S A SHS | $75.7M | 156.2K | 7.2% | ▲+162% Added · +97K sh | |
| 7 | S&P Global Inc COM | $72.2M | 169.7K | 6.9% | ▲+8.4% Added · +13K sh | |
| 8 | Guidewire Software Inc COM | $62.2M | 415.6K | 5.9% | ▲+33% Added · +104K sh | |
| 9 | Transdigm Group Inc COM | $57.2M | 49.4K | 5.5% | ▼−33% Reduced · −24K sh | |
| 10 | Gildan Activewear Inc COM | $47.4M | 852.1K | 4.5% | ▼−39% Reduced · −539K sh | |
| 11 | Tyler Technologies Inc COM | $45.3M | 132.3K | 4.3% | ▲+34% Added · +34K sh | |
| 12 | Cintas Corp COM | $44.1M | 260.8K | 4.2% | ▲New New position | |
| 13 | SS&C Tech Hldgs COM | $44.0M | 650.8K | 4.2% | ▼−46% Reduced · −548K sh | |
| 14 | Woodward Inc COM | $43.3M | 121.0K | 4.1% | ▲New New position | |
| 15 | Axon Enterprise Inc COM | $34.8M | 81.9K | 3.3% | ▼−11% Reduced · −10K sh | |
| 16 | Rocket Cos Inc COM CL A | $22.4M | 1.57M | 2.1% | ▼−21% Reduced · −420K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.