Hudson Way Capital Management LLC: CINTAS CORP (CTAS): Quarterly 13F Position History
As of Q2 2026, Hudson Way Capital Management LLC reported 301,319 shares of CINTAS CORP (CTAS), worth $51.2M and representing 4.6% of its 13F equity book. Quarter-over-quarter share count change: + 40,523 (+15.5%) . The position first appeared in Q2 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.
- 301,319Shares Held (Latest Filing)
- $51.2MReported Market Value (Latest Filing)
- 4.6%Portfolio Weight (% of 13F Equity Book)
- +40,523Quarter-over-Quarter Share Change
- +$7.1MQuarter-over-Quarter Value Change
- 301,319Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 301,319 | +40,523 | +15.5% | $51.2M | 4.6% | $170.1 |
| Q1 2026 | 260,796 | +260,796 | – | $44.1M | 4.2% | $169.1 |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2020 | 0 | 30,893 | -100.0% | $0 | 0.0% | – |
| Q2 2020 | 30,893 | – | – | $8.2M | 2.9% | $266.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Hudson Way Capital Management LLC first disclose a CTAS position in 13F-HR filings?
Hudson Way Capital Management LLC first reported CINTAS CORP (CTAS) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was Hudson Way Capital Management LLC's most recent quarter-over-quarter share-count change in CTAS?
Between Q1 2026 and Q2 2026, Hudson Way Capital Management LLC added 40,523 shares of CTAS (+15.5%), bringing the total reported position to 301,319 shares at a market value of $51.2M.
Does the implied price-per-share represent Hudson Way Capital Management LLC's cost basis in CTAS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.