13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001085146-23-003325
Total Value
$533.2M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHURCHILL DOWNS INC | CHDN | 471,080 | $65.6M | 12.30% |
| 2 | TRANSDIGM GROUP INC | TDG | 71,489 | $63.9M | 11.99% |
| 3 | KBR INC | KBR | 858,756 | $55.9M | 10.48% |
| 4 | KKR & CO INC | KKRT | 952,350 | $53.3M | 10.00% |
| 5 | S&P GLOBAL INC | SPGI | 104,947 | $42.1M | 7.89% |
| 6 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 832,499 | $39.8M | 7.46% |
| 7 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 649,948 | $39.4M | 7.39% |
| 8 | VISA INC | V | 150,529 | $35.7M | 6.70% |
| 9 | GILDAN ACTIVEWEAR INC | GIL | 1,056,051 | $34.0M | 6.39% |
| 10 | ALPHABET INC | GOOG | 239,293 | $28.9M | 5.43% |
| 11 | TEMPUR SEALY INTL INC | SGI | 594,350 | $23.8M | 4.47% |
| 12 | VICI PPTYS INC | 925652109 | 631,644 | $19.9M | 3.72% |
| 13 | TYLER TECHNOLOGIES INC | TYL | 41,046 | $17.1M | 3.21% |
| 14 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 165,651 | $13.8M | 2.58% |