Hudson Way Capital Management LLC - Q42025 Holdings

Hudson Way Capital Management LLC holds 17 stocks with a total portfolio value of $ 1.26B as of Q42025. In Q42025, Hudson Way Capital Management LLC added 1 new position, increased stakes in 9 stocks, reduced 7 holdings, and fully exited 0 positions. The largest holding is Kkr & Co Inc (KKR), representing 13.01% of the total portfolio.