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News + Filings
Holdings

Hudson Way Capital Management LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
SS&C TECHNOLOGIES INC SSNCCOM649,948340,61639,386,849,00021,918,871,0007.39  Hist 06/30/2023
TransDigm Group INC TDGCommon71,48911,77263,923,319,00019,908,904,00011.990.13 Hist 06/30/2023
KBR, INC. KBRCommon858,756140,74755,870,665,00016,344,270,00010.48  Hist 06/30/2023
TEMPUR SEALY INTERNATIONAL, INC. TPXCommon594,350389,01523,815,605,00015,706,926,0004.470.35 Hist 06/30/2023
Churchill Downs Inc CHDNCommon471,080276,29365,560,204,00015,490,206,00012.301.26 Hist 06/30/2023
Gildan Activewear Inc. GILCOM1,056,051337,27134,047,084,00010,190,776,0006.39  Hist 06/30/2023
VISA INC. VCL A150,52924,66335,747,627,0007,369,879,0006.70  Hist 06/30/2023
KKR & Co. Inc. KKRcommon952,35073,05053,331,600,0007,150,764,00010.000.11 Hist 06/30/2023
VICI PROPERTIES INC.  Common631,644153,64719,852,571,0004,260,309,0003.720.06 Hist 06/30/2023
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