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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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8 |
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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 |
- |
$106.49 |
$106,895,000 |
1,062,784 |
19.52% |
14,933,000 |
-47,195 |
0.19 |
Asset Management |
|
|
TDG |
Transdigm Group Inc |
3 |
- |
$1,336.84 |
$50,039,000 |
40,629 |
9.14% |
8,574,000 |
-361 |
0.074 |
Aerospace/Defense Pro... |
|
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TPX |
Tempur-Pedic International |
4 |
- |
$52.55 |
$49,352,000 |
868,559 |
9.01% |
-2,178,000 |
-142,427 |
0.424 |
Textile Manufacturing |
|
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SPGI |
S&P Global Inc |
6 |
- |
$439.87 |
$36,674,000 |
86,201 |
6.7% |
-2,711,000 |
-3,204 |
0.026 |
Publishing |
|
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GIL |
Gildan Activewear Inc (USA) |
7 |
- |
$35.97 |
$31,682,000 |
853,262 |
5.78% |
1,286,000 |
-66,144 |
0.43 |
Textile - Apparel Clo... |
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SSNC |
Ss&c Technologies Holdings Inc |
10 |
- |
$63.33 |
$25,852,000 |
401,622 |
4.72% |
685,000 |
-10,216 |
0.156 |
N/A |
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V |
Visa Inc |
13 |
- |
$275.95 |
$20,769,000 |
74,420 |
3.79% |
-6,412,000 |
-29,983 |
0.004 |
Business Services |
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SPOT |
Spotify Technology SA |
14 |
- |
$304.93 |
$15,069,000 |
57,103 |
2.75% |
-11,670,000 |
-85,193 |
0.031 |
N/A |
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