Hudson Way Capital Management LLC

Portfolio Overview

Hudson Way Capital Management LLC’s 13F filing for the period ending September 30, 2025, reveals a concentrated portfolio undergoing significant capital reallocation. The total portfolio value decreased substantially by 25.6%, dropping from $1.11 billion to $823.07 million. This reduction in assets under management (AUM) is driven by a combination of active selling—evidenced by the exit of six positions totaling approximately $367 million in previous value—and market fluct...