Hudson Way Capital Management LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$508.4T
Holdings
14
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,041,664 | $64.2M | 0.00% | |
| 2 | CHRCHURCHILL DOWNS INC | 542,935 | $63.0M | 0.00% | |
| 3 | T7DTRANSDIGM GROUP INC | 67,758 | $57.1M | 0.00% | |
| 4 | K6BKBR INC | 894,102 | $52.7M | 0.00% | |
| 5 | SPGIS&P GLOBAL INC | 119,205 | $43.6M | 0.00% | |
| 6 | VVISA INC | 158,586 | $36.5M | 0.00% | |
| 7 | TPDTEMPUR SEALY INTL INC | 743,385 | $32.2M | 0.00% | |
| 8 | SSNCSS&C TECHNOLOGIES HLDGS INC | 538,478 | $28.3M | 0.00% | |
| 9 | GOOGALPHABET INC | 196,396 | $25.9M | 0.00% | |
| 10 | GILGILDAN ACTIVEWEAR INC | 887,718 | $24.9M | 0.00% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 159,237 | $24.6M | 0.00% | |
| 12 | IBKRINTERACTIVE BROKERS GROUP IN | 249,623 | $21.6M | 0.00% | |
| 13 | VICIVICI PPTYS INC | 665,722 | $19.4M | 0.00% | |
| 14 | TYLTYLER TECHNOLOGIES INC | 37,424 | $14.4M | 0.00% |