Hudson Way Capital Management as of Dec. 31, 2022
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 13 positions in its portfolio as reported in the December 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) | 16.1 | $62M | 1.4M | 45.17 | |
| Churchill Downs (CHDN) | 11.4 | $44M | 209k | 211.43 | |
| Kkr & Co (KKR) | 10.8 | $42M | 898k | 46.42 | |
| TransDigm Group Incorporated (TDG) | 9.5 | $37M | 58k | 629.65 | |
| S&p Global (SPGI) | 9.0 | $35M | 104k | 334.94 | |
| KBR (KBR) | 8.0 | $31M | 584k | 52.80 | |
| Visa Com Cl A (V) | 6.8 | $26M | 126k | 207.76 | |
| Verisign (VRSN) | 6.2 | $24M | 117k | 205.44 | |
| Charles Schwab Corporation (SCHW) | 5.5 | $21M | 256k | 83.26 | |
| Gildan Activewear Inc Com Cad (GIL) | 4.4 | $17M | 620k | 27.40 | |
| P10 Com Cl A (PX) | 4.3 | $17M | 1.6M | 10.67 | |
| Vici Pptys (VICI) | 4.2 | $16M | 502k | 32.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $15M | 172k | 88.73 |
