Sign In
test

W. Michael Hyatt

Hudson Way Capital Management Llc

Assets Managed
$1.046B
Holdings
16
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-16.85%(2Q avg: -5.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hudson Way Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Hudson Way Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.046B in assets, with a quarterly growth rate of -16.85% and a 2-quarter average growth rate of -5.08%. The portfolio is managed by W. Michael Hyatt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
KKR
Kkr & Co Inc
Recent Activity
Increased 20.85%
13.73%
$143.542M
1.552M shares@ $92.51 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 21.84%
9.63%
$100.685M
333,128 shares@ $302.25 avg price
TPX
Tempur Sealy International I
Recent Activity
Increased 15.98%
9.07%
$94.862M
1.283M shares@ $73.93 avg price
HLT
Hilton Worldwide Holdings In
Recent Activity
Decreased -22.1%
7.67%
$80.185M
263,698 shares@ $304.09 avg price
CHDN
Churchill Downs Inc
Recent Activity
Decreased -16.13%
7.48%
$78.185M
870,362 shares@ $89.83 avg price
SPOT
Spotify Technology Sa
Recent Activity
Increased 162.13%
7.24%
$75.724M
156,161 shares@ $484.92 avg price
SPGI
S&p Global Inc
Recent Activity
Increased 8.42%
6.9%
$72.17M
169,675 shares@ $425.35 avg price
GWRE
Guidewire Software Inc
Recent Activity
Increased 33.26%
5.95%
$62.162M
415,635 shares@ $149.57 avg price
TDG
Transdigm Group Inc
Recent Activity
Decreased -32.65%
5.47%
$57.214M
49,367 shares@ $1158.96 avg price
GIL
Gildan Activewear Inc
Recent Activity
Decreased -38.73%
4.54%
$47.419M
852,092 shares@ $55.66 avg price

1-10 of 16