Hudson Way Capital Management as of Sept. 30, 2023
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 14 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 12.6 | $64M | 1.0M | 61.60 | |
| Churchill Downs (CHDN) | 12.4 | $63M | 543k | 116.04 | |
| TransDigm Group Incorporated (TDG) | 11.2 | $57M | 68k | 843.13 | |
| KBR (KBR) | 10.4 | $53M | 894k | 58.94 | |
| S&p Global (SPGI) | 8.6 | $44M | 119k | 365.41 | |
| Visa Com Cl A (V) | 7.2 | $37M | 159k | 230.01 | |
| Tempur-Pedic International (TPX) | 6.3 | $32M | 743k | 43.34 | |
| Ss&c Technologies Holding (SSNC) | 5.6 | $28M | 539k | 52.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $26M | 196k | 131.85 | |
| Gildan Activewear Inc Com Cad (GIL) | 4.9 | $25M | 888k | 28.01 | |
| Spotify Technology S A SHS (SPOT) | 4.8 | $25M | 159k | 154.64 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 4.3 | $22M | 250k | 86.56 | |
| Vici Pptys (VICI) | 3.8 | $19M | 666k | 29.10 | |
| Tyler Technologies (TYL) | 2.8 | $15M | 37k | 386.14 |
