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Hudson Way Capital Management LLC - Portfolio Stock Holdings

Hudson Way Capital Management LLC disclosed 19 stock positions in a recent SEC 13F filing. $1,121,622,376 of stock holdings were filed, with the largest holdings including KKR, V, and SGI. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $1,403,666,700 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

19

Est. Stock Holding Value:

$1,121,622,376

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Hudson Way Capital Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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