StockDriftsStockDriftsTop 16 Hudson Way Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | 13.72% | 1.55M | $143.5M | +20.84%(+267.63K) | $88.51(+9.56%) | 2026-03-31 | |
| V | VISA INC | 9.63% | 333.1K | $100.7M | +21.83%(+59.70K) | $305.12(+6.76%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 9.07% | 1.28M | $94.9M | +15.98%(+176.79K) | $55.54(+12.85%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 7.67% | 263.7K | $80.2M | -22.10%(-74.81K) | $227.64(+38.89%) | 2026-03-31 | |
| CHDN | CHURCHILL DOWNS INC | 7.47% | 870.4K | $78.2M | -16.14%(-167.46K) | $114.94(-24.54%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 7.24% | 156.2K | $75.7M | +162.13%(+96.59K) | $461.13(-5.24%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 6.9% | 169.7K | $72.2M | +8.42%(+13.18K) | $478.64(-15.77%) | 2026-03-31 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 5.94% | 415.6K | $62.2M | +33.25%(+103.72K) | $177.96(-26.87%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 5.47% | 49.4K | $57.2M | -32.65%(-23.94K) | $997.59(+15.17%) | 2026-03-31 | |
| GIL | GILDAN ACTIVEWEAR INC | 4.53% | 852.1K | $47.4M | -38.74%(-538.80K) | $49.29(+14.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.85% |
| Top 20 Holdings Unweighted | +12.69% | +43.11% |
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