News + Filings Holdings
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Hudson Way Capital Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Churchill Downs Inc
| CHDN | Common | 471,080 | 276,293 | 65,560,204,000 | 15,490,206,000 | 12.30 | 1.26 |
Hist
| 06/30/2023 |
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TransDigm Group INC
| TDG | Common | 71,489 | 11,772 | 63,923,319,000 | 19,908,904,000 | 11.99 | 0.13 |
Hist
| 06/30/2023 |
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KBR, INC.
| KBR | Common | 858,756 | 140,747 | 55,870,665,000 | 16,344,270,000 | 10.48 | |
Hist
| 06/30/2023 |
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KKR & Co. Inc.
| KKR | common | 952,350 | 73,050 | 53,331,600,000 | 7,150,764,000 | 10.00 | 0.11 |
Hist
| 06/30/2023 |
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S&P Global Inc.
| SPGI | COM | 104,947 | -1,194 | 42,072,203,000 | 5,477,970,000 | 7.89 | 0.03 |
Hist
| 06/30/2023 |
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WillScot Mobile Mini Holdings Corp.
| WSC | COM | 832,499 | -134,549 | 39,785,127,000 | -5,550,083,000 | 7.46 | |
Hist
| 06/30/2023 |
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SS&C TECHNOLOGIES INC
| SSNC | COM | 649,948 | 340,616 | 39,386,849,000 | 21,918,871,000 | 7.39 | |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 150,529 | 24,663 | 35,747,627,000 | 7,369,879,000 | 6.70 | |
Hist
| 06/30/2023 |
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Gildan Activewear Inc.
| GIL | COM | 1,056,051 | 337,271 | 34,047,084,000 | 10,190,776,000 | 6.39 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 239,293 | -39,479 | 28,947,274,000 | -45,014,000 | 5.43 | |
Hist
| 06/30/2023 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 594,350 | 389,015 | 23,815,605,000 | 15,706,926,000 | 4.47 | 0.35 |
Hist
| 06/30/2023 |
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VICI PROPERTIES INC.
| | Common | 631,644 | 153,647 | 19,852,571,000 | 4,260,309,000 | 3.72 | 0.06 |
Hist
| 06/30/2023 |
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TYLER TECHNOLOGIES INC
| TYL | Common | 41,046 | 41,046 | 17,094,428,000 | 17,094,428,000 | 3.21 | 0.10 |
Hist
| 06/30/2023 |
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Interactive Brokers Group, Inc.
| IBKR | Cl A | 165,651 | 165,651 | 13,760,629,000 | 13,760,629,000 | 2.58 | |
Hist
| 06/30/2023 |
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VERISIGN INC/CA
| VRSN | Common | 0 | -83,507 | 0 | -17,647,534,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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