Portfolio (Quarterly) Guide ↗

Hudson Way Capital Management LLC

· CIK 0001697597

13F Portfolio $1.0B AUM 16 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 7 Added 7 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	APPF	APPFOLIO INC	Technology	202,853	$47.2M	3.75%	SOLD
2	LKQ	LKQ CORP	Consumer Cyclical	764,297	$23.1M	1.83%	SOLD
3	IBKR	INTERACTIVE BROKERS GROUP IN	Financial Services	156,775	$10.1M	0.80%	SOLD

Sector Allocation

Consumer Cyclical 25.5%

Financial Services 24.2%

Industrials 22.2%

Technology 18.8%

Communication Services 9.4%