13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001523
Total Value
$885.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 856,925 | $126.7M | 14.32% |
| 2 | CHURCHILL DOWNS INC | CHDN | 912,881 | $121.9M | 13.77% |
| 3 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 1,027,741 | $77.9M | 8.80% |
| 4 | TRANSDIGM GROUP INC | TDG | 56,465 | $71.6M | 8.09% |
| 5 | HILTON WORLDWIDE HLDGS INC | HLT | 250,633 | $61.9M | 7.00% |
| 6 | KBR INC | KBR | 1,053,710 | $61.0M | 6.90% |
| 7 | GUIDEWIRE SOFTWARE INC | GWRE | 325,054 | $54.8M | 6.19% |
| 8 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 296,502 | $52.4M | 5.92% |
| 9 | TEMPUR SEALY INTL INC | SGI | 834,859 | $47.3M | 5.35% |
| 10 | S&P GLOBAL INC | SPGI | 86,334 | $43.0M | 4.86% |
| 11 | TYLER TECHNOLOGIES INC | TYL | 71,094 | $41.0M | 4.63% |
| 12 | PROGRESSIVE CORP | 743315103 | 164,177 | $39.3M | 4.44% |
| 13 | VISA INC | V | 121,855 | $38.5M | 4.35% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 64,795 | $29.0M | 3.28% |
| 15 | GILDAN ACTIVEWEAR INC | GIL | 395,338 | $18.6M | 2.10% |