Hudson Way Capital Management as of Dec. 31, 2023
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 15 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 17.2 | $92M | 1.1M | 82.85 | |
| Churchill Downs (CHDN) | 14.6 | $78M | 576k | 134.93 | |
| Tempur-Pedic International (TPX) | 9.7 | $52M | 1.0M | 50.97 | |
| TransDigm Group Incorporated (TDG) | 7.8 | $42M | 41k | 1011.60 | |
| S&p Global (SPGI) | 7.4 | $39M | 89k | 440.52 | |
| Gildan Activewear Inc Com Cad (GIL) | 5.7 | $30M | 919k | 33.06 | |
| Visa Com Cl A (V) | 5.1 | $27M | 104k | 260.35 | |
| Spotify Technology S A SHS (SPOT) | 5.0 | $27M | 142k | 187.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $27M | 188k | 140.93 | |
| Ss&c Technologies Holding (SSNC) | 4.7 | $25M | 412k | 61.11 | |
| Vici Pptys (VICI) | 4.2 | $22M | 701k | 31.88 | |
| Tyler Technologies (TYL) | 3.5 | $19M | 44k | 418.12 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 3.4 | $18M | 221k | 82.90 | |
| KBR (KBR) | 3.4 | $18M | 325k | 55.41 | |
| Progressive Corporation (PGR) | 3.4 | $18M | 113k | 159.28 |
