Hudson Way Capital Management LLC holds a focused book of 18 reported positions worth $1.1B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed Visa Inc-Class A Shares. Their largest long position is KKR & Co Inc at 14% of the reported non-option book.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hudson Way Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Anabranch Capital Management, LP | 4 / 18 | $85.0M |
| Browning West LP | 2 / 18 | $715.0M |
| Blacksheep Fund Management Ltd | 2 / 18 | $124.9M |
| Alfreton Capital LLP | 2 / 18 | $154.0M |
| Camrose Capital Investment Partners LLP | 3 / 18 | $330.1M |
| ValueAct Holdings, L.P. | 4 / 18 | $2.0B |
| Altarock Partners LP | 3 / 18 | $1.5B |
| Oakcliff Capital Partners, LP | 3 / 18 | $86.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Hudson Way Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | KKR & Co Inc COM | $155.0M | 1.69M | 13.8% | ▲+8.8% Added · +137K sh | |
| 2 | Visa Inc COM CL A | $113.7M | 331.4K | 10.1% | ▼−0.5% Reduced · −2K sh | |
| 3 | Somnigroup International Inc COM | $94.5M | 1.21M | 8.4% | ▼−6.0% Reduced · −77K sh | |
| 4 | S&P Global Inc COM | $90.2M | 221.5K | 8.0% | ▲+31% Added · +52K sh | |
| 5 | Woodward Inc COM | $82.0M | 192.8K | 7.3% | ▲+59% Added · +72K sh | |
| 6 | Transdigm Group Inc COM | $67.1M | 50.4K | 6.0% | ▲+2.1% Added · +1K sh | |
| 7 | Tyler Technologies Inc COM | $53.7M | 183.5K | 4.8% | ▲+39% Added · +51K sh | |
| 8 | Spotify Technology S A SHS | $52.7M | 114.8K | 4.7% | ▼−27% Reduced · −41K sh | |
| 9 | Cintas Corp COM | $51.2M | 301.3K | 4.6% | ▲+16% Added · +41K sh | |
| 10 | Texas Instrs Inc COM | $50.7M | 170.2K | 4.5% | ▲New New position | |
| 11 | Waste Connections Inc COM | $49.9M | 299.5K | 4.5% | ▲New New position | |
| 12 | Hilton Worldwide Hldgs Inc COM | $48.1M | 145.4K | 4.3% | ▼−45% Reduced · −118K sh | |
| 13 | C H Robinson Worldwide In COM NEW | $42.5M | 225.7K | 3.8% | ▲New New position | |
| 14 | Guidewire Software Inc COM | $41.1M | 334.0K | 3.7% | ▼−20% Reduced · −82K sh | |
| 15 | SS&C Tech Hldgs COM | $35.2M | 566.8K | 3.1% | ▼−13% Reduced · −84K sh | |
| 16 | Gildan Activewear Inc COM | $34.3M | 664.8K | 3.1% | ▼−22% Reduced · −187K sh | |
| 17 | Churchill Downs Inc COM | $33.0M | 368.1K | 2.9% | ▼−58% Reduced · −502K sh | |
| 18 | Rocket Cos Inc COM CL A | $26.6M | 1.69M | 2.4% | ▲+7.6% Added · +119K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.