Hudson Way Capital Management LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$533.1T
Holdings
15
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,109,979 | $92.0T | 17.25% | |
| 2 | CHRCHURCHILL DOWNS INC | 575,632 | $77.7T | 14.57% | |
| 3 | TPDTEMPUR SEALY INTL INC | 1,010,986 | $51.5T | 9.67% | |
| 4 | T7DTRANSDIGM GROUP INC | 40,990 | $41.5T | 7.78% | |
| 5 | SPGIS&P GLOBAL INC | 89,405 | $39.4T | 7.39% | |
| 6 | GILGILDAN ACTIVEWEAR INC | 919,406 | $30.4T | 5.70% | |
| 7 | VVISA INC | 104,403 | $27.2T | 5.10% | |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 142,296 | $26.7T | 5.02% | |
| 9 | GOOGALPHABET INC | 188,220 | $26.5T | 4.98% | |
| 10 | SSNCSS&C TECHNOLOGIES HLDGS INC | 411,838 | $25.2T | 4.72% | |
| 11 | VICIVICI PPTYS INC | 700,512 | $22.3T | 4.19% | |
| 12 | TYLTYLER TECHNOLOGIES INC | 44,201 | $18.5T | 3.47% | |
| 13 | IBKRINTERACTIVE BROKERS GROUP IN | 221,348 | $18.3T | 3.44% | |
| 14 | K6BKBR INC | 324,596 | $18.0T | 3.37% | |
| 15 | PGRPROGRESSIVE CORP | 112,853 | $18.0T | 3.37% |