Hudson Way Capital Management LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$547.8T
Holdings
14
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,062,784 | $106.9T | 19.52% | |
| 2 | CHRCHURCHILL DOWNS INC | 578,613 | $71.6T | 13.07% | |
| 3 | T7DTRANSDIGM GROUP INC | 40,629 | $50.0T | 9.14% | |
| 4 | TPDTEMPUR SEALY INTL INC | 868,559 | $49.4T | 9.01% | |
| 5 | IBKRINTERACTIVE BROKERS GROUP IN | 331,017 | $37.0T | 6.75% | |
| 6 | SPGIS&P GLOBAL INC | 86,201 | $36.7T | 6.70% | |
| 7 | GILGILDAN ACTIVEWEAR INC | 853,262 | $31.7T | 5.78% | |
| 8 | K6BKBR INC | 470,870 | $30.0T | 5.47% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 122,253 | $26.1T | 4.76% | |
| 10 | SSNCSS&C TECHNOLOGIES HLDGS INC | 401,622 | $25.9T | 4.72% | |
| 11 | PGRPROGRESSIVE CORP | 117,705 | $24.3T | 4.44% | |
| 12 | TYLTYLER TECHNOLOGIES INC | 52,811 | $22.4T | 4.10% | |
| 13 | VVISA INC | 74,420 | $20.8T | 3.79% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 57,103 | $15.1T | 2.75% |