Hudson Way Capital Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$885.0B
Holdings
15
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 856,925 | $126.7B | 14.32% | |
| 2 | CHRCHURCHILL DOWNS INC | 912,881 | $121.9B | 13.77% | |
| 3 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,027,741 | $77.9B | 8.80% | |
| 4 | T7DTRANSDIGM GROUP INC | 56,465 | $71.6B | 8.09% | |
| 5 | HLTHILTON WORLDWIDE HLDGS INC | 250,633 | $61.9B | 7.00% | |
| 6 | K6BKBR INC | 1,053,710 | $61.0B | 6.90% | |
| 7 | GWREGUIDEWIRE SOFTWARE INC | 325,054 | $54.8B | 6.19% | |
| 8 | IBKRINTERACTIVE BROKERS GROUP IN | 296,502 | $52.4B | 5.92% | |
| 9 | TPDTEMPUR SEALY INTL INC | 834,859 | $47.3B | 5.35% | |
| 10 | SPGIS&P GLOBAL INC | 86,334 | $43.0B | 4.86% | |
| 11 | TYLTYLER TECHNOLOGIES INC | 71,094 | $41.0B | 4.63% | |
| 12 | PGRPROGRESSIVE CORP | 164,177 | $39.3B | 4.44% | |
| 13 | VVISA INC | 121,855 | $38.5B | 4.35% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 64,795 | $29.0B | 3.28% | |
| 15 | GILGILDAN ACTIVEWEAR INC | 395,338 | $18.6B | 2.10% |