Hudson Way Capital Management
Latest statistics and disclosures from Hudson Way Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KKR, CHDN, TDG, IBKR, TPX, and represent 56.56% of Hudson Way Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CHDN (+$40M), SSNC (+$21M), TDG (+$16M), KBR (+$15M), HLT (+$9.7M), IBKR (+$9.6M), KKR (+$9.0M), SPGI (+$8.9M), TPX (+$8.8M), TYL (+$7.0M).
- Reduced shares in these 1 stock: GIL.
- Hudson Way Capital Management was a net buyer of stock by $157M.
- Hudson Way Capital Management has $724M in assets under management (AUM), dropping by 32.24%.
- Central Index Key (CIK): 0001697597
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Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kkr & Co (KKR) | 16.7 | $121M | +8% | 1.1M | 105.24 |
|
| Churchill Downs (CHDN) | 16.7 | $121M | +49% | 865k | 139.60 |
|
| TransDigm Group Incorporated (TDG) | 9.4 | $68M | +31% | 53k | 1277.61 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 6.9 | $50M | +23% | 409k | 122.60 |
|
| Tempur-Pedic International (TPX) | 6.9 | $50M | +21% | 1.1M | 47.34 |
|
| S&p Global (SPGI) | 6.5 | $47M | +23% | 106k | 446.00 |
|
| Ss&c Technologies Holding (SSNC) | 6.4 | $46M | +84% | 740k | 62.67 |
|
| KBR (KBR) | 6.2 | $45M | +49% | 703k | 64.14 |
|
| Hilton Worldwide Holdings (HLT) | 5.0 | $36M | +36% | 167k | 218.20 |
|
| Tyler Technologies (TYL) | 4.6 | $34M | +26% | 67k | 502.78 |
|
| Gildan Activewear Inc Com Cad (GIL) | 4.4 | $32M | 845k | 37.92 |
|
|
| Progressive Corporation (PGR) | 4.3 | $32M | +28% | 152k | 207.71 |
|
| Visa Com Cl A (V) | 3.4 | $24M | +24% | 93k | 262.47 |
|
| Spotify Technology S A SHS (SPOT) | 2.5 | $18M | 57k | 313.79 |
|
Past Filings by Hudson Way Capital Management
SEC 13F filings are viewable for Hudson Way Capital Management going back to 2016
- Hudson Way Capital Management 2024 Q2 filed Aug. 14, 2024
- Hudson Way Capital Management 2024 Q1 filed May 15, 2024
- Hudson Way Capital Management 2023 Q4 filed Feb. 14, 2024
- Hudson Way Capital Management 2023 Q3 filed Nov. 14, 2023
- Hudson Way Capital Management 2023 Q2 filed Aug. 14, 2023
- Hudson Way Capital Management 2023 Q1 filed May 15, 2023
- Hudson Way Capital Management 2022 Q4 filed Feb. 14, 2023
- Hudson Way Capital Management 2022 Q3 filed Nov. 14, 2022
- Hudson Way Capital Management 2022 Q2 filed Aug. 15, 2022
- Hudson Way Capital Management 2022 Q1 filed May 16, 2022
- Hudson Way Capital Management 2021 Q4 filed Feb. 14, 2022
- Hudson Way Capital Management 2021 Q3 filed Nov. 15, 2021
- Hudson Way Capital Management 2021 Q2 filed Aug. 16, 2021
- Hudson Way Capital Management 2021 Q1 filed May 17, 2021
- Hudson Way Capital Management 2020 Q4 filed Feb. 16, 2021
- Hudson Way Capital Management 2020 Q3 filed Nov. 16, 2020