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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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15 |
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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 |
- |
$93.07 |
$91,962,000 |
1,109,979 |
17.25% |
27,795,000 |
68,315 |
0.199 |
Asset Management |
|
|
CHDN |
Churchill Downs Inc |
2 |
- |
$129.00 |
$77,670,000 |
575,632 |
14.57% |
14,668,000 |
32,697 |
1.459 |
Gambling/Resorts |
|
|
TPX |
Tempur-Pedic International |
3 |
- |
$50.06 |
$51,530,000 |
1,010,986 |
9.67% |
19,312,000 |
267,601 |
0.493 |
Textile Manufacturing |
|
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TDG |
Transdigm Group Inc |
4 |
- |
$1,248.03 |
$41,465,000 |
40,990 |
7.78% |
-15,664,000 |
-26,768 |
0.075 |
Aerospace/Defense Pro... |
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SPGI |
S&P Global Inc |
5 |
- |
$415.83 |
$39,385,000 |
89,405 |
7.39% |
-4,174,000 |
-29,800 |
0.027 |
Publishing |
|
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GIL |
Gildan Activewear Inc (USA) |
6 |
- |
$34.66 |
$30,396,000 |
919,406 |
5.7% |
5,531,000 |
31,688 |
0.464 |
Textile - Apparel Clo... |
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V |
Visa Inc |
7 |
- |
$268.61 |
$27,181,000 |
104,403 |
5.1% |
-9,295,000 |
-54,183 |
0.006 |
Business Services |
|
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SPOT |
Spotify Technology SA |
8 |
- |
$280.44 |
$26,739,000 |
142,296 |
5.02% |
2,115,000 |
-16,941 |
0.076 |
N/A |
|
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GOOG |
Alphabet Inc |
9 |
- |
$164.64 |
$26,526,000 |
188,220 |
4.98% |
631,000 |
-8,176 |
0.003 |
Search Engines & Info... |
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SSNC |
Ss&c Technologies Holdings Inc |
10 |
- |
$61.89 |
$25,167,000 |
411,838 |
4.72% |
-3,125,000 |
-126,640 |
0.16 |
N/A |
|
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VICI |
Vici Properties Inc. |
11 |
- |
$28.55 |
$22,332,000 |
700,512 |
4.19% |
2,959,000 |
34,790 |
0.068 |
N/A |
|
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TYL |
Tyler Technologies Inc |
12 |
- |
$461.55 |
$18,481,000 |
44,201 |
3.47% |
4,030,000 |
6,777 |
0.11 |
Information Technolog... |
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IBKR |
Interactive Brokers Group Inc |
13 |
- |
$113.50 |
$18,350,000 |
221,348 |
3.44% |
-3,257,000 |
-28,275 |
0.215 |
Investment Brokerage ... |
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KBR |
KBR Inc |
14 |
- |
$64.94 |
$17,986,000 |
324,596 |
3.37% |
-34,712,000 |
-569,506 |
0.215 |
Technical Services |
|
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PGR |
Progressive Corp |
15 |
New |
$208.25 |
$17,975,000 |
112,853 |
3.37% |
17,975,000 |
112,853 |
0.019 |
Property & Casualty I... |
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