Hudson Way Capital Management as of June 30, 2023
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 12.3 | $66M | 471k | 139.17 | |
| TransDigm Group Incorporated (TDG) | 12.0 | $64M | 72k | 894.17 | |
| KBR (KBR) | 10.5 | $56M | 859k | 65.06 | |
| Kkr & Co (KKR) | 10.0 | $53M | 952k | 56.00 | |
| S&p Global (SPGI) | 7.9 | $42M | 105k | 400.89 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 7.5 | $40M | 833k | 47.79 | |
| Ss&c Technologies Holding (SSNC) | 7.4 | $39M | 650k | 60.60 | |
| Visa Com Cl A (V) | 6.7 | $36M | 151k | 237.48 | |
| Gildan Activewear Inc Com Cad (GIL) | 6.4 | $34M | 1.1M | 32.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $29M | 239k | 120.97 | |
| Tempur-Pedic International (TPX) | 4.5 | $24M | 594k | 40.07 | |
| Vici Pptys (VICI) | 3.7 | $20M | 632k | 31.43 | |
| Tyler Technologies (TYL) | 3.2 | $17M | 41k | 416.47 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 2.6 | $14M | 166k | 83.07 |
