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| Name: |
Hudson Way Capital Management LLC |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75205 |
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data |
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| Holdings
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5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CHDN |
Churchill Downs Inc |
2 |
- |
$133.02 |
$71,603,000 |
578,613 |
13.07% |
-6,067,000 |
2,981 |
0.776 |
Gambling/Resorts |
|
|
IBKR |
Interactive Brokers Group Inc |
5 |
- |
$113.50 |
$36,978,000 |
331,017 |
6.75% |
18,628,000 |
109,669 |
0.322 |
Investment Brokerage ... |
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KBR |
KBR Inc |
8 |
- |
$64.54 |
$29,976,000 |
470,870 |
5.47% |
11,990,000 |
146,274 |
0.313 |
Technical Services |
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PGR |
Progressive Corp |
11 |
- |
$209.38 |
$24,344,000 |
117,705 |
4.44% |
6,369,000 |
4,852 |
0.02 |
Property & Casualty I... |
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TYL |
Tyler Technologies Inc |
12 |
- |
$474.19 |
$22,445,000 |
52,811 |
4.1% |
3,964,000 |
8,610 |
0.131 |
Information Technolog... |
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