13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001085146-23-004337
Total Value
$508.4M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 1,041,664 | $64.2M | 12.62% |
| 2 | CHURCHILL DOWNS INC | CHDN | 542,935 | $63.0M | 12.39% |
| 3 | TRANSDIGM GROUP INC | TDG | 67,758 | $57.1M | 11.24% |
| 4 | KBR INC | KBR | 894,102 | $52.7M | 10.37% |
| 5 | S&P GLOBAL INC | SPGI | 119,205 | $43.6M | 8.57% |
| 6 | VISA INC | V | 158,586 | $36.5M | 7.18% |
| 7 | TEMPUR SEALY INTL INC | SGI | 743,385 | $32.2M | 6.34% |
| 8 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 538,478 | $28.3M | 5.57% |
| 9 | ALPHABET INC | GOOG | 196,396 | $25.9M | 5.09% |
| 10 | GILDAN ACTIVEWEAR INC | GIL | 887,718 | $24.9M | 4.89% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 159,237 | $24.6M | 4.84% |
| 12 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 249,623 | $21.6M | 4.25% |
| 13 | VICI PPTYS INC | 925652109 | 665,722 | $19.4M | 3.81% |
| 14 | TYLER TECHNOLOGIES INC | TYL | 37,424 | $14.5M | 2.84% |