Hudson Way Capital Management as of Sept. 30, 2022
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 18.2 | $66M | 1.6M | 40.33 | |
| Kkr & Co (KKR) | 12.4 | $46M | 1.1M | 43.00 | |
| Churchill Downs (CHDN) | 10.0 | $37M | 199k | 184.15 | |
| S&p Global (SPGI) | 8.7 | $32M | 104k | 305.35 | |
| TransDigm Group Incorporated (TDG) | 8.6 | $31M | 60k | 524.83 | |
| Visa Com Cl A (V) | 7.4 | $27M | 152k | 177.65 | |
| Gildan Activewear Inc Com Cad (GIL) | 6.2 | $23M | 800k | 28.27 | |
| Verisign (VRSN) | 5.5 | $20M | 117k | 173.70 | |
| Charles Schwab Corporation (SCHW) | 5.1 | $19M | 260k | 71.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $17M | 174k | 96.15 | |
| P10 Com Cl A (PX) | 4.5 | $16M | 1.6M | 10.52 | |
| Vici Pptys (VICI) | 4.1 | $15M | 508k | 29.85 | |
| KBR (KBR) | 3.2 | $12M | 268k | 43.22 | |
| LKQ Corporation (LKQ) | 1.6 | $5.9M | 124k | 47.15 |
