13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001085146-24-005785
Total Value
$796.7M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 972,000 | $126.9M | 15.93% |
| 2 | CHURCHILL DOWNS INC | CHDN | 923,983 | $124.9M | 15.68% |
| 3 | TRANSDIGM GROUP INC | TDG | 46,440 | $66.3M | 8.32% |
| 4 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 828,269 | $61.5M | 7.72% |
| 5 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 424,877 | $59.2M | 7.43% |
| 6 | TEMPUR SEALY INTL INC | SGI | 910,966 | $49.7M | 6.24% |
| 7 | S&P GLOBAL INC | SPGI | 91,844 | $47.4M | 5.96% |
| 8 | PROGRESSIVE CORP | 743315103 | 160,339 | $40.7M | 5.11% |
| 9 | TYLER TECHNOLOGIES INC | TYL | 69,645 | $40.7M | 5.10% |
| 10 | HILTON WORLDWIDE HLDGS INC | HLT | 173,921 | $40.1M | 5.03% |
| 11 | GUIDEWIRE SOFTWARE INC | GWRE | 210,776 | $38.6M | 4.84% |
| 12 | KBR INC | KBR | 461,647 | $30.1M | 3.77% |
| 13 | GILDAN ACTIVEWEAR INC | GIL | 521,754 | $24.6M | 3.09% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 64,068 | $23.6M | 2.96% |
| 15 | VISA INC | V | 81,559 | $22.4M | 2.81% |