Hudson Way Capital Management as of March 31, 2024
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 14 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 19.5 | $107M | 1.1M | 100.58 | |
| Churchill Downs (CHDN) | 13.1 | $72M | 579k | 123.75 | |
| TransDigm Group Incorporated (TDG) | 9.1 | $50M | 41k | 1231.60 | |
| Tempur-Pedic International (TPX) | 9.0 | $49M | 869k | 56.82 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 6.8 | $37M | 331k | 111.71 | |
| S&p Global (SPGI) | 6.7 | $37M | 86k | 425.45 | |
| Gildan Activewear Inc Com Cad (GIL) | 5.8 | $32M | 853k | 37.13 | |
| KBR (KBR) | 5.5 | $30M | 471k | 63.66 | |
| Hilton Worldwide Holdings (HLT) | 4.8 | $26M | 122k | 213.31 | |
| Ss&c Technologies Holding (SSNC) | 4.7 | $26M | 402k | 64.37 | |
| Progressive Corporation (PGR) | 4.4 | $24M | 118k | 206.82 | |
| Tyler Technologies (TYL) | 4.1 | $22M | 53k | 425.01 | |
| Visa Com Cl A (V) | 3.8 | $21M | 74k | 279.08 | |
| Spotify Technology S A SHS (SPOT) | 2.8 | $15M | 57k | 263.90 |
