13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001085146-24-003876
Total Value
$724.3M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 1,148,379 | $120.9M | 16.68% |
| 2 | CHURCHILL DOWNS INC | CHDN | 865,359 | $120.8M | 16.68% |
| 3 | TRANSDIGM GROUP INC | TDG | 53,241 | $68.0M | 9.39% |
| 4 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 409,082 | $50.2M | 6.92% |
| 5 | TEMPUR SEALY INTL INC | SGI | 1,053,830 | $49.9M | 6.89% |
| 6 | S&P GLOBAL INC | SPGI | 106,256 | $47.4M | 6.54% |
| 7 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 740,140 | $46.4M | 6.40% |
| 8 | KBR INC | KBR | 702,493 | $45.1M | 6.22% |
| 9 | HILTON WORLDWIDE HLDGS INC | HLT | 166,592 | $36.4M | 5.02% |
| 10 | TYLER TECHNOLOGIES INC | TYL | 66,833 | $33.6M | 4.64% |
| 11 | GILDAN ACTIVEWEAR INC | GIL | 844,563 | $32.0M | 4.42% |
| 12 | PROGRESSIVE CORP | 743315103 | 151,490 | $31.5M | 4.34% |
| 13 | VISA INC | V | 92,693 | $24.3M | 3.36% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 57,399 | $18.0M | 2.49% |