Hudson Way Capital Management LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$724.3T
Holdings
14
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,148,379 | $120.9M | 0.00% | |
| 2 | CHRCHURCHILL DOWNS INC | 865,359 | $120.8M | 0.00% | |
| 3 | T7DTRANSDIGM GROUP INC | 53,241 | $68.0M | 0.00% | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 409,082 | $50.2M | 0.00% | |
| 5 | TPDTEMPUR SEALY INTL INC | 1,053,830 | $49.9M | 0.00% | |
| 6 | SPGIS&P GLOBAL INC | 106,256 | $47.4M | 0.00% | |
| 7 | SSNCSS&C TECHNOLOGIES HLDGS INC | 740,140 | $46.4M | 0.00% | |
| 8 | K6BKBR INC | 702,493 | $45.1M | 0.00% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 166,592 | $36.4M | 0.00% | |
| 10 | TYLTYLER TECHNOLOGIES INC | 66,833 | $33.6M | 0.00% | |
| 11 | GILGILDAN ACTIVEWEAR INC | 844,563 | $32.0M | 0.00% | |
| 12 | PGRPROGRESSIVE CORP | 151,490 | $31.5M | 0.00% | |
| 13 | VVISA INC | 92,693 | $24.3M | 0.00% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 57,399 | $18.0M | 0.00% |