13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001085146-24-002505
Total Value
$547.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 1,062,784 | $106.9M | 19.52% |
| 2 | CHURCHILL DOWNS INC | CHDN | 578,613 | $71.6M | 13.07% |
| 3 | TRANSDIGM GROUP INC | TDG | 40,629 | $50.0M | 9.14% |
| 4 | TEMPUR SEALY INTL INC | SGI | 868,559 | $49.4M | 9.01% |
| 5 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 331,017 | $37.0M | 6.75% |
| 6 | S&P GLOBAL INC | SPGI | 86,201 | $36.7M | 6.70% |
| 7 | GILDAN ACTIVEWEAR INC | GIL | 853,262 | $31.7M | 5.78% |
| 8 | KBR INC | KBR | 470,870 | $30.0M | 5.47% |
| 9 | HILTON WORLDWIDE HLDGS INC | HLT | 122,253 | $26.1M | 4.76% |
| 10 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 401,622 | $25.9M | 4.72% |
| 11 | PROGRESSIVE CORP | 743315103 | 117,705 | $24.3M | 4.44% |
| 12 | TYLER TECHNOLOGIES INC | TYL | 52,811 | $22.4M | 4.10% |
| 13 | VISA INC | V | 74,420 | $20.8M | 3.79% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 57,103 | $15.1M | 2.75% |