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| Name: |
Hudson Way Capital Management LLC |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75205 |
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| Holdings
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17 |
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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 |
|
KKR |
KKR Financial Holdings LLC |
1 |
- |
$138.60 |
$157,330,000 |
1,360,868 |
15.59% |
30,582,000 |
503,943 |
0.243 |
Asset Management |
|
|
CHDN |
Churchill Downs Inc |
2 |
- |
$105.30 |
$119,767,000 |
1,078,298 |
11.87% |
-2,139,000 |
165,417 |
1.446 |
Gambling/Resorts |
|
|
TDG |
Transdigm Group Inc |
3 |
- |
$1,522.98 |
$95,139,000 |
68,777 |
9.43% |
23,582,000 |
12,312 |
0.125 |
Aerospace/Defense Pro... |
|
|
SSNC |
Ss&c Technologies Holdings Inc |
4 |
- |
$83.50 |
$88,882,000 |
1,064,078 |
8.81% |
11,000,000 |
36,337 |
0.413 |
N/A |
|
|
TPX |
Tempur-Pedic International |
5 |
- |
$71.87 |
$78,098,000 |
1,304,245 |
7.74% |
30,770,000 |
469,386 |
0.637 |
Textile Manufacturing |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
6 |
- |
$273.42 |
$60,897,000 |
267,622 |
6.04% |
-1,049,000 |
16,989 |
0.097 |
Lodging |
|
|
V |
Visa Inc |
7 |
- |
$358.86 |
$60,328,000 |
172,139 |
5.98% |
21,817,000 |
50,284 |
0.01 |
Business Services |
|
|
TYL |
Tyler Technologies Inc |
8 |
- |
$590.04 |
$58,255,000 |
100,199 |
5.77% |
17,259,000 |
29,105 |
0.249 |
Information Technolog... |
|
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GWRE |
Guidewire Software, Inc. |
9 |
- |
$230.38 |
$58,112,000 |
310,164 |
5.76% |
3,314,000 |
-14,890 |
0.37 |
Business Software & S... |
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KBR |
KBR Inc |
10 |
- |
$47.62 |
$51,805,000 |
1,040,062 |
5.13% |
-9,236,000 |
-13,648 |
0.69 |
Technical Services |
|
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LKQ |
LKQ Corp |
11 |
New |
$38.68 |
$42,861,000 |
1,007,549 |
4.25% |
42,861,000 |
1,007,549 |
0.331 |
Auto Parts Wholesale |
|
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SPOT |
Spotify Technology SA |
12 |
- |
$725.05 |
$37,673,000 |
68,493 |
3.73% |
8,685,000 |
3,698 |
0.037 |
N/A |
|
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AAXN |
Axon Enterprise Inc |
13 |
New |
$795.48 |
$30,107,000 |
57,244 |
2.98% |
30,107,000 |
57,244 |
0.09 |
Aerospace/Defense Pro... |
|
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SPGI |
S&P Global Inc |
14 |
- |
$529.61 |
$27,125,000 |
53,386 |
2.69% |
-15,872,000 |
-32,948 |
0.016 |
Publishing |
|
|
IBKR |
Interactive Brokers Group Inc |
15 |
- |
$113.50 |
$22,793,000 |
137,645 |
2.26% |
-29,590,000 |
-158,857 |
0.134 |
Investment Brokerage ... |
|
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PGR |
Progressive Corp |
16 |
- |
$261.66 |
$19,713,000 |
69,656 |
1.95% |
-19,625,000 |
-94,521 |
0.012 |
Property & Casualty I... |
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GIL |
Gildan Activewear Inc (USA) |
17 |
Closed |
$50.84 |
$0 |
0 |
0% |
-18,601,000 |
-395,338 |
0 |
Textile - Apparel Clo... |
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