Hudson Way Capital Management LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$796.7B
Holdings
15
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 972,000 | $126K | 0.00% | |
| 2 | CHRCHURCHILL DOWNS INC | 923,983 | $124K | 0.00% | |
| 3 | T7DTRANSDIGM GROUP INC | 46,440 | $66K | 0.00% | |
| 4 | SSNCSS&C TECHNOLOGIES HLDGS INC | 828,269 | $61K | 0.00% | |
| 5 | IBKRINTERACTIVE BROKERS GROUP IN | 424,877 | $59K | 0.00% | |
| 6 | TPDTEMPUR SEALY INTL INC | 910,966 | $49K | 0.00% | |
| 7 | SPGIS&P GLOBAL INC | 91,844 | $47K | 0.00% | |
| 8 | TYLTYLER TECHNOLOGIES INC | 69,645 | $40K | 0.00% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 173,921 | $40K | 0.00% | |
| 10 | PGRPROGRESSIVE CORP | 160,339 | $40K | 0.00% | |
| 11 | GWREGUIDEWIRE SOFTWARE INC | 210,776 | $38K | 0.00% | |
| 12 | K6BKBR INC | 461,647 | $30K | 0.00% | |
| 13 | GILGILDAN ACTIVEWEAR INC | 521,754 | $24K | 0.00% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 64,068 | $23K | 0.00% | |
| 15 | VVISA INC | 81,559 | $22K | 0.00% |