Hudson Way Capital Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$387.1T
Holdings
13
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,378,942 | $62.3M | 0.00% | |
| 2 | CHRCHURCHILL DOWNS INC | 208,890 | $44.2M | 0.00% | |
| 3 | KKRKKR & CO INC | 897,700 | $41.7M | 0.00% | |
| 4 | T7DTRANSDIGM GROUP INC | 58,319 | $36.7M | 0.00% | |
| 5 | SPGIS&P GLOBAL INC | 104,141 | $34.9M | 0.00% | |
| 6 | K6BKBR INC | 583,891 | $30.8M | 0.00% | |
| 7 | VVISA INC | 125,866 | $26.1M | 0.00% | |
| 8 | VRSNVERISIGN INC | 116,812 | $24.0M | 0.00% | |
| 9 | SCHWSCHWAB CHARLES CORP | 256,306 | $21.3M | 0.00% | |
| 10 | GILGILDAN ACTIVEWEAR INC | 620,187 | $17.0M | 0.00% | |
| 11 | RPCP10 INC | 1,550,764 | $16.5M | 0.00% | |
| 12 | VICIVICI PPTYS INC | 501,839 | $16.3M | 0.00% | |
| 13 | GOOGALPHABET INC | 171,724 | $15.2M | 0.00% |