13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001085146-23-001274
Total Value
$387.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 1,378,942 | $62.3M | 16.09% |
| 2 | CHURCHILL DOWNS INC | CHDN | 208,890 | $44.2M | 11.41% |
| 3 | KKR & CO INC | KKRT | 897,700 | $41.7M | 10.77% |
| 4 | TRANSDIGM GROUP INC | TDG | 58,319 | $36.7M | 9.49% |
| 5 | S&P GLOBAL INC | SPGI | 104,141 | $34.9M | 9.01% |
| 6 | KBR INC | KBR | 583,891 | $30.8M | 7.96% |
| 7 | VISA INC | V | 125,866 | $26.1M | 6.76% |
| 8 | VERISIGN INC | VRSN | 116,812 | $24.0M | 6.20% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 256,306 | $21.3M | 5.51% |
| 10 | GILDAN ACTIVEWEAR INC | GIL | 620,187 | $17.0M | 4.39% |
| 11 | P10 INC | 69376K106 | 1,550,764 | $16.5M | 4.27% |
| 12 | VICI PPTYS INC | 925652109 | 501,839 | $16.3M | 4.20% |
| 13 | ALPHABET INC | GOOG | 171,724 | $15.2M | 3.94% |