13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001085146-23-002353
Total Value
$401.8M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHURCHILL DOWNS INC | CHDN | 194,787 | $50.1M | 12.46% |
| 2 | KKR & CO INC | KKRT | 879,300 | $46.2M | 11.49% |
| 3 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 967,048 | $45.3M | 11.28% |
| 4 | TRANSDIGM GROUP INC | TDG | 59,717 | $44.0M | 10.96% |
| 5 | KBR INC | KBR | 718,009 | $39.5M | 9.84% |
| 6 | S&P GLOBAL INC | SPGI | 106,141 | $36.6M | 9.11% |
| 7 | ALPHABET INC | GOOG | 278,772 | $29.0M | 7.22% |
| 8 | VISA INC | V | 125,866 | $28.4M | 7.06% |
| 9 | GILDAN ACTIVEWEAR INC | GIL | 718,780 | $23.9M | 5.94% |
| 10 | VERISIGN INC | VRSN | 83,507 | $17.6M | 4.39% |
| 11 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 309,332 | $17.5M | 4.35% |
| 12 | VICI PPTYS INC | 925652109 | 477,997 | $15.6M | 3.88% |
| 13 | TEMPUR SEALY INTL INC | SGI | 205,335 | $8.1M | 2.02% |