Hudson Way Capital Management as of June 30, 2024
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 16.7 | $121M | 1.1M | 105.24 | |
| Churchill Downs (CHDN) | 16.7 | $121M | 865k | 139.60 | |
| TransDigm Group Incorporated (TDG) | 9.4 | $68M | 53k | 1277.61 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 6.9 | $50M | 409k | 122.60 | |
| Tempur-Pedic International (TPX) | 6.9 | $50M | 1.1M | 47.34 | |
| S&p Global (SPGI) | 6.5 | $47M | 106k | 446.00 | |
| Ss&c Technologies Holding (SSNC) | 6.4 | $46M | 740k | 62.67 | |
| KBR (KBR) | 6.2 | $45M | 703k | 64.14 | |
| Hilton Worldwide Holdings (HLT) | 5.0 | $36M | 167k | 218.20 | |
| Tyler Technologies (TYL) | 4.6 | $34M | 67k | 502.78 | |
| Gildan Activewear Inc Com Cad (GIL) | 4.4 | $32M | 845k | 37.92 | |
| Progressive Corporation (PGR) | 4.3 | $32M | 152k | 207.71 | |
| Visa Com Cl A (V) | 3.4 | $24M | 93k | 262.47 | |
| Spotify Technology S A SHS (SPOT) | 2.5 | $18M | 57k | 313.79 |
