13F HOLDINGS REPORT
Hudson Way Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003197
Total Value
$1.01B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 1,360,868 | $157.3M | 15.59% |
| 2 | CHURCHILL DOWNS INC | CHDN | 1,078,298 | $119.8M | 11.87% |
| 3 | TRANSDIGM GROUP INC | TDG | 68,777 | $95.1M | 9.43% |
| 4 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 1,064,078 | $88.9M | 8.81% |
| 5 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,304,245 | $78.1M | 7.74% |
| 6 | HILTON WORLDWIDE HLDGS INC | HLT | 267,622 | $60.9M | 6.04% |
| 7 | VISA INC | V | 172,139 | $60.3M | 5.98% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 100,199 | $58.3M | 5.77% |
| 9 | GUIDEWIRE SOFTWARE INC | GWRE | 310,164 | $58.1M | 5.76% |
| 10 | KBR INC | KBR | 1,040,062 | $51.8M | 5.13% |
| 11 | LKQ CORP | LKQ | 1,007,549 | $42.9M | 4.25% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | 68,493 | $37.7M | 3.73% |
| 13 | AXON ENTERPRISE INC | AXON | 57,244 | $30.1M | 2.98% |
| 14 | S&P GLOBAL INC | SPGI | 53,386 | $27.1M | 2.69% |
| 15 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 137,645 | $22.8M | 2.26% |
| 16 | PROGRESSIVE CORP | 743315103 | 69,656 | $19.7M | 1.95% |