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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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6 |
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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 |
- |
$102.44 |
$91,962,000 |
1,109,979 |
17.25% |
27,795,000 |
68,315 |
0.199 |
Asset Management |
|
|
CHDN |
Churchill Downs Inc |
2 |
- |
$133.90 |
$77,670,000 |
575,632 |
14.57% |
14,668,000 |
32,697 |
1.459 |
Gambling/Resorts |
|
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TPX |
Tempur-Pedic International |
3 |
- |
$53.33 |
$51,530,000 |
1,010,986 |
9.67% |
19,312,000 |
267,601 |
0.493 |
Textile Manufacturing |
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GIL |
Gildan Activewear Inc (USA) |
6 |
- |
$34.56 |
$30,396,000 |
919,406 |
5.7% |
5,531,000 |
31,688 |
0.464 |
Textile - Apparel Clo... |
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VICI |
Vici Properties Inc. |
11 |
- |
$29.90 |
$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 |
- |
$484.85 |
$18,481,000 |
44,201 |
3.47% |
4,030,000 |
6,777 |
0.11 |
Information Technolog... |
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