Hudson Way Capital Management LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$533.2T
Holdings
14
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHRCHURCHILL DOWNS INC | 471,080 | $65.6M | 0.00% | |
| 2 | T7DTRANSDIGM GROUP INC | 71,489 | $63.9M | 0.00% | |
| 3 | K6BKBR INC | 858,756 | $55.9M | 0.00% | |
| 4 | KKRKKR & CO INC | 952,350 | $53.3M | 0.00% | |
| 5 | SPGIS&P GLOBAL INC | 104,947 | $42.1M | 0.00% | |
| 6 | WSCWILLSCOT MOBIL MINI HLDNG CO | 832,499 | $39.8M | 0.00% | |
| 7 | SSNCSS&C TECHNOLOGIES HLDGS INC | 649,948 | $39.4M | 0.00% | |
| 8 | VVISA INC | 150,529 | $35.7M | 0.00% | |
| 9 | GILGILDAN ACTIVEWEAR INC | 1,056,051 | $34.0M | 0.00% | |
| 10 | GOOGALPHABET INC | 239,293 | $28.9M | 0.00% | |
| 11 | TPDTEMPUR SEALY INTL INC | 594,350 | $23.8M | 0.00% | |
| 12 | VICIVICI PPTYS INC | 631,644 | $19.9M | 0.00% | |
| 13 | TYLTYLER TECHNOLOGIES INC | 41,046 | $17.1M | 0.00% | |
| 14 | IBKRINTERACTIVE BROKERS GROUP IN | 165,651 | $13.8M | 0.00% |