Hudson Way Capital Management as of Dec. 31, 2024
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 15 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 14.3 | $127M | 857k | 147.91 | |
| Churchill Downs (CHDN) | 13.8 | $122M | 913k | 133.54 | |
| Ss&c Technologies Holding (SSNC) | 8.8 | $78M | 1.0M | 75.78 | |
| TransDigm Group Incorporated (TDG) | 8.1 | $72M | 57k | 1267.28 | |
| Hilton Worldwide Holdings (HLT) | 7.0 | $62M | 251k | 247.16 | |
| KBR (KBR) | 6.9 | $61M | 1.1M | 57.93 | |
| Guidewire Software (GWRE) | 6.2 | $55M | 325k | 168.58 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 5.9 | $52M | 297k | 176.67 | |
| Tempur-Pedic International (SGI) | 5.3 | $47M | 835k | 56.69 | |
| S&p Global (SPGI) | 4.9 | $43M | 86k | 498.03 | |
| Tyler Technologies (TYL) | 4.6 | $41M | 71k | 576.64 | |
| Progressive Corporation (PGR) | 4.4 | $39M | 164k | 239.61 | |
| Visa Com Cl A (V) | 4.4 | $39M | 122k | 316.04 | |
| Spotify Technology S A SHS (SPOT) | 3.3 | $29M | 65k | 447.38 | |
| Gildan Activewear Inc Com Cad (GIL) | 2.1 | $19M | 395k | 47.05 |
