Hudson Way Capital Management LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$533.1B
Holdings
15
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,109,979 | $91K | 0.00% | |
| 2 | CHRCHURCHILL DOWNS INC | 575,632 | $77K | 0.00% | |
| 3 | TPDTEMPUR SEALY INTL INC | 1,010,986 | $51K | 0.00% | |
| 4 | T7DTRANSDIGM GROUP INC | 40,990 | $41K | 0.00% | |
| 5 | SPGIS&P GLOBAL INC | 89,405 | $39K | 0.00% | |
| 6 | GILGILDAN ACTIVEWEAR INC | 919,406 | $30K | 0.00% | |
| 7 | VVISA INC | 104,403 | $27K | 0.00% | |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 142,296 | $26K | 0.00% | |
| 9 | GOOGALPHABET INC | 188,220 | $26K | 0.00% | |
| 10 | SSNCSS&C TECHNOLOGIES HLDGS INC | 411,838 | $25K | 0.00% | |
| 11 | VICIVICI PPTYS INC | 700,512 | $22K | 0.00% | |
| 12 | IBKRINTERACTIVE BROKERS GROUP IN | 221,348 | $18K | 0.00% | |
| 13 | TYLTYLER TECHNOLOGIES INC | 44,201 | $18K | 0.00% | |
| 14 | K6BKBR INC | 324,596 | $17K | 0.00% | |
| 15 | PGRPROGRESSIVE CORP | 112,853 | $17K | 0.00% |