Hudson Way Capital Management LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$401.8B
Holdings
13
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHRCHURCHILL DOWNS INC | 194,787 | $50K | 0.00% | |
| 2 | KKRKKR & CO INC | 879,300 | $46K | 0.00% | |
| 3 | WSCWILLSCOT MOBIL MINI HLDNG CO | 967,048 | $45K | 0.00% | |
| 4 | T7DTRANSDIGM GROUP INC | 59,717 | $44K | 0.00% | |
| 5 | K6BKBR INC | 718,009 | $39K | 0.00% | |
| 6 | SPGIS&P GLOBAL INC | 106,141 | $36K | 0.00% | |
| 7 | VVISA INC | 125,866 | $28K | 0.00% | |
| 8 | GOOGALPHABET INC | 278,772 | $28K | 0.00% | |
| 9 | GILGILDAN ACTIVEWEAR INC | 718,780 | $23K | 0.00% | |
| 10 | VRSNVERISIGN INC | 83,507 | $17K | 0.00% | |
| 11 | SSNCSS&C TECHNOLOGIES HLDGS INC | 309,332 | $17K | 0.00% | |
| 12 | VICIVICI PPTYS INC | 477,997 | $15K | 0.00% | |
| 13 | TPDTEMPUR SEALY INTL INC | 205,335 | $8K | 0.00% |