Hudson Way Capital Management LLC: VISA (V): Quarterly 13F Position History
As of Q1 2026, Hudson Way Capital Management LLC reported 333,128 shares of VISA (V), worth $100.7M and representing 9.6% of its 13F equity book. Quarter-over-quarter share count change: + 59,697 (+21.8%) . The position first appeared in Q1 2019 and has been disclosed across 29 13F-HR filings in Pactolio's tracked window.
- 333,128Shares Held (Latest Filing)
- $100.7MReported Market Value (Latest Filing)
- 9.6%Portfolio Weight (% of 13F Equity Book)
- +59,697Quarter-over-Quarter Share Change
- +$4.8MQuarter-over-Quarter Value Change
- 333,128Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 29 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 333,128 | +59,697 | +21.8% | $100.7M | 9.6% | $302.2 |
| Q4 2025 | 273,431 | +31,912 | +13.2% | $95.9M | 7.6% | $350.7 |
| Q3 2025 | 241,519 | 6,239 | -2.5% | $82.4M | 7.0% | $341.4 |
| Q2 2025 | 247,758 | +75,619 | +43.9% | $88.0M | 8.0% | $355.1 |
| Q1 2025 | 172,139 | +50,284 | +41.3% | $60.3M | 6.0% | $350.5 |
| Q4 2024 | 121,855 | +40,296 | +49.4% | $38.5M | 4.4% | $316.0 |
| Q3 2024 | 81,559 | 11,134 | -12.0% | $22.4M | 2.8% | $274.9 |
| Q2 2024 | 92,693 | +18,273 | +24.6% | $24.3M | 3.4% | $262.5 |
| Q1 2024 | 74,420 | 29,983 | -28.7% | $20.8M | 3.8% | $279.1 |
| Q4 2023 | 104,403 | 54,183 | -34.2% | $27.2M | 5.1% | $260.4 |
| Q3 2023 | 158,586 | +8,057 | +5.4% | $36.5M | 7.2% | $230.0 |
| Q2 2023 | 150,529 | +24,663 | +19.6% | $35.7M | 6.7% | $237.5 |
| Q1 2023 | 125,866 | 0 | — | $28.4M | 7.1% | $225.5 |
| Q4 2022 | 125,866 | 26,379 | -17.3% | $26.1M | 6.8% | $207.8 |
| Q3 2022 | 152,245 | +141 | +0.1% | $27.0M | 7.4% | $177.6 |
| Q2 2022 | 152,104 | 4,076 | -2.6% | $29.9M | 8.1% | $196.9 |
| Q1 2022 | 156,180 | +111,934 | +253.0% | $34.6M | 8.2% | $221.8 |
| Q4 2021 | 44,246 | 850 | -1.9% | $9.6M | 2.2% | $216.7 |
| Q3 2021 | 45,096 | 16,200 | -26.4% | $10.0M | 2.4% | $222.7 |
| Q2 2021 | 61,296 | 0 | — | $14.3M | 3.6% | $233.8 |
| Q1 2021 | 61,296 | +30,108 | +96.5% | $13.0M | 3.6% | $211.7 |
| Q4 2020 | 31,188 | 2,442 | -7.3% | $6.8M | 1.9% | $218.7 |
| Q3 2020 | 33,630 | 12,628 | -27.3% | $6.7M | 2.2% | $200.0 |
| Q2 2020 | 46,258 | 22,471 | -32.7% | $8.9M | 3.1% | $193.2 |
| Q1 2020 | 68,729 | +24,979 | +57.1% | $11.1M | 5.1% | $161.1 |
| Q4 2019 | 43,750 | 12,100 | -21.7% | $8.2M | 3.2% | $187.9 |
| Q3 2019 | 55,850 | 7,050 | -11.2% | $9.6M | 4.3% | $172.0 |
| Q2 2019 | 62,900 | +2,000 | +3.3% | $10.9M | 5.3% | $173.5 |
| Q1 2019 | 60,900 | — | — | $9.5M | 4.9% | $156.2 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Hudson Way Capital Management LLC first disclose a V position in 13F-HR filings?
Hudson Way Capital Management LLC first reported VISA (V) on its 13F-HR filing for the period ending 2019-03-31 (Q1 2019). The position has appeared on 29 reported quarters within Pactolio's tracked window.
What was Hudson Way Capital Management LLC's most recent quarter-over-quarter share-count change in V?
Between Q4 2025 and Q1 2026, Hudson Way Capital Management LLC added 59,697 shares of V (+21.8%), bringing the total reported position to 333,128 shares at a market value of $100.7M.
Does the implied price-per-share represent Hudson Way Capital Management LLC's cost basis in V?
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.