Long-term investor
Hudson Way Capital Management LLC @hudsonwaycapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697597).
Record
- Tracked since 2025-06-30 (463 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days -3.8% · 6 months -3.7% · 1 year -24.1% · all -24.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- KKR · 13.8% · long · since 2025-06-30
- V · 10.1% · long · since 2025-06-30
- SGI · 8.4% · long · since 2025-06-30
- SPGI · 8.0% · long · since 2025-06-30
- WWD · 7.3% · long · since 2026-03-31
- TDG · 6.0% · long · since 2025-06-30
- TYL · 4.8% · long · since 2025-06-30
- SPOT · 4.7% · long · since 2025-06-30
- CTAS · 4.6% · long · since 2026-03-31
- TXN · 4.5% · long · since 2026-06-30
- WCN · 4.5% · long · since 2026-06-30
- HLT · 4.3% · long · since 2025-06-30