Fund Update: Hudson Way Capital Management LLC Just Disclosed New Holdings

Hudson Way Capital Management LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 592,063 shares of $K6B (~$30,974,351). This was a increase of ~128.25% from their previous position.
• An increase of 114,278 shares of $GWRE (~$16,238,242). This was a increase of ~54.22% from their previous position.
• A decrease of 128,375 shares of $IBKR (~$6,827,851). This was a increase of ~-30.21% from their previous position.
• A decrease of 126,416 shares of $GIL (~$5,979,178). This was a increase of ~-24.23% from their previous position.
• An increase of 40,296 shares of $V (~$16,086,407). This was a increase of ~49.41% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Hudson Way Capital Management LLC for more details.