Hudson Way Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.0T
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,360,868 | $157.3B | 15.59% | |
| 2 | CHRCHURCHILL DOWNS INC | 1,078,298 | $119.8B | 11.87% | |
| 3 | T7DTRANSDIGM GROUP INC | 68,777 | $95.1B | 9.43% | |
| 4 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,064,078 | $88.9B | 8.81% | |
| 5 | TPDSOMNIGROUP INTERNATIONAL INC | 1,304,245 | $78.1B | 7.74% | |
| 6 | HLTHILTON WORLDWIDE HLDGS INC | 267,622 | $60.9B | 6.04% | |
| 7 | VVISA INC | 172,139 | $60.3B | 5.98% | |
| 8 | TYLTYLER TECHNOLOGIES INC | 100,199 | $58.3B | 5.77% | |
| 9 | GWREGUIDEWIRE SOFTWARE INC | 310,164 | $58.1B | 5.76% | |
| 10 | K6BKBR INC | 1,040,062 | $51.8B | 5.13% | |
| 11 | LKQ1LKQ CORP | 1,007,549 | $42.9B | 4.25% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 68,493 | $37.7B | 3.73% | |
| 13 | AXONAXON ENTERPRISE INC | 57,244 | $30.1B | 2.98% | |
| 14 | SPGIS&P GLOBAL INC | 53,386 | $27.1B | 2.69% | |
| 15 | IBKRINTERACTIVE BROKERS GROUP IN | 137,645 | $22.8B | 2.26% | |
| 16 | PGRPROGRESSIVE CORP | 69,656 | $19.7B | 1.95% |