Hudson Way Capital Management LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$508.4B

Holdings

14

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (14 positions)

#StockSharesValue% PortfolioType
1
KKRKKR & CO INC
1,041,664$64K0.00%
2
CHRCHURCHILL DOWNS INC
542,935$63K0.00%
3
T7DTRANSDIGM GROUP INC
67,758$57K0.00%
4
K6BKBR INC
894,102$52K0.00%
5
SPGIS&P GLOBAL INC
119,205$43K0.00%
6
VVISA INC
158,586$36K0.00%
7
TPDTEMPUR SEALY INTL INC
743,385$32K0.00%
8
SSNCSS&C TECHNOLOGIES HLDGS INC
538,478$28K0.00%
9
GOOGALPHABET INC
196,396$25K0.00%
10
SPOTSPOTIFY TECHNOLOGY S A
159,237$24K0.00%
11
GILGILDAN ACTIVEWEAR INC
887,718$24K0.00%
12
IBKRINTERACTIVE BROKERS GROUP IN
249,623$21K0.00%
13
VICIVICI PPTYS INC
665,722$19K0.00%
14
TYLTYLER TECHNOLOGIES INC
37,424$14K0.00%