Hudson Way Capital Management as of March 31, 2023
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 12.5 | $50M | 195k | 257.05 | |
| Kkr & Co (KKR) | 11.5 | $46M | 879k | 52.52 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 11.3 | $45M | 967k | 46.88 | |
| TransDigm Group Incorporated (TDG) | 11.0 | $44M | 60k | 737.05 | |
| KBR (KBR) | 9.8 | $40M | 718k | 55.05 | |
| S&p Global (SPGI) | 9.1 | $37M | 106k | 344.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.2 | $29M | 279k | 104.00 | |
| Visa Com Cl A (V) | 7.1 | $28M | 126k | 225.46 | |
| Gildan Activewear Inc Com Cad (GIL) | 5.9 | $24M | 719k | 33.19 | |
| Verisign (VRSN) | 4.4 | $18M | 84k | 211.33 | |
| Ss&c Technologies Holding (SSNC) | 4.3 | $18M | 309k | 56.47 | |
| Vici Pptys (VICI) | 3.9 | $16M | 478k | 32.62 | |
| Tempur-Pedic International (TPX) | 2.0 | $8.1M | 205k | 39.49 |
