Managers / Q1 2026
Hudson Way Capital Management LLC
CIK 0001697597 · 2323 CEDAR SPRINGS ROAD, SUITE 1475, DALLAS, TX, 75201 · 214-984-5180
Reported Value
$1.0B
Q1 2026
Positions
16
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing
Summary
Hudson Way Capital Management Llc reported $1.0B in U.S.-listed holdings across 16 positions for Q1 2026.
Its largest position, KKR, represents 13.7% of the portfolio.
Compared with Q4 2025, the fund opened 2 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 92.8% · $970M
- Other · 7.2% · $76M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.0B | 16 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.3B | 17 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 16 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 16 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.0B | 16 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $885M | 15 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $797M | 15 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $724M | 14 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $548M | 14 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $533M | 15 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $508M | 14 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $533M | 14 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $402M | 13 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $387.1B | 13 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $366M | 14 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $369M | 16 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $424M | 16 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $440M | 17 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $411M | 17 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $396M | 17 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $359M | 18 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $351M | 16 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $309M | 17 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $286M | 18 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $216M | 17 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $255M | 16 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $226M | 16 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $206M | 15 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $193M | 15 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $171M | 14 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.