Hudson Way Capital Management as of Sept. 30, 2024
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 15 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 15.9 | $127M | 972k | 130.58 | |
| Churchill Downs (CHDN) | 15.7 | $125M | 924k | 135.21 | |
| TransDigm Group Incorporated (TDG) | 8.3 | $66M | 46k | 1427.13 | |
| Ss&c Technologies Holding (SSNC) | 7.7 | $62M | 828k | 74.21 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 7.4 | $59M | 425k | 139.36 | |
| Tempur-Pedic International (SGI) | 6.2 | $50M | 911k | 54.60 | |
| S&p Global (SPGI) | 6.0 | $47M | 92k | 516.62 | |
| Progressive Corporation (PGR) | 5.1 | $41M | 160k | 253.76 | |
| Tyler Technologies (TYL) | 5.1 | $41M | 70k | 583.72 | |
| Hilton Worldwide Holdings (HLT) | 5.0 | $40M | 174k | 230.50 | |
| Guidewire Software (GWRE) | 4.8 | $39M | 211k | 182.94 | |
| KBR (KBR) | 3.8 | $30M | 462k | 65.13 | |
| Gildan Activewear Inc Com Cad (GIL) | 3.1 | $25M | 522k | 47.11 | |
| Spotify Technology S A SHS (SPOT) | 3.0 | $24M | 64k | 368.53 | |
| Visa Com Cl A (V) | 2.8 | $22M | 82k | 274.95 |
