Hudson Way Capital Management as of March 31, 2025
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 15.6 | $157M | 1.4M | 115.61 | |
| Churchill Downs (CHDN) | 11.9 | $120M | 1.1M | 111.07 | |
| TransDigm Group Incorporated (TDG) | 9.4 | $95M | 69k | 1383.29 | |
| Ss&c Technologies Holding (SSNC) | 8.8 | $89M | 1.1M | 83.53 | |
| Tempur-Pedic International (SGI) | 7.7 | $78M | 1.3M | 59.88 | |
| Hilton Worldwide Holdings (HLT) | 6.0 | $61M | 268k | 227.55 | |
| Visa Com Cl A (V) | 6.0 | $60M | 172k | 350.46 | |
| Tyler Technologies (TYL) | 5.8 | $58M | 100k | 581.39 | |
| Guidewire Software (GWRE) | 5.8 | $58M | 310k | 187.36 | |
| KBR (KBR) | 5.1 | $52M | 1.0M | 49.81 | |
| LKQ Corporation (LKQ) | 4.2 | $43M | 1.0M | 42.54 | |
| Spotify Technology S A SHS (SPOT) | 3.7 | $38M | 69k | 550.03 | |
| Axon Enterprise (AXON) | 3.0 | $30M | 57k | 525.95 | |
| S&p Global (SPGI) | 2.7 | $27M | 53k | 508.10 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 2.3 | $23M | 138k | 165.59 | |
| Progressive Corporation (PGR) | 2.0 | $20M | 70k | 283.01 |
