13F-HR filed by Hudson Way Capital Management LLC
Hudson Way Capital Management LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-11-14, with 14 holding rows worth $365,746,000.
- Accession
- 0001085146-22-004011
- Filer
- CIK 1697597
- Filed
- 2022-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 14 entries on the cover page, a total value of $365,746,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $365,746,000 with VALUE read as thousands by filing date, 13F file number 028-17824. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 1,646,595 | $66,407,000 | thousands by filing date | |
| KKR & CO INC | 48251W104 | COM | 1,057,700 | $45,481,000 | thousands by filing date | |
| CHURCHILL DOWNS INC | 171484108 | COM | 198,690 | $36,589,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 103,741 | $31,677,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 59,736 | $31,351,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 152,245 | $27,046,000 | thousands by filing date | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 800,291 | $22,624,000 | thousands by filing date | |
| VERISIGN INC COM | 92343E102 | Stock | 116,812 | $20,290,000 | thousands by filing date | |
| Charles Schwab Corp | 808513105 | COM | 259,855 | $18,676,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 173,495 | $16,682,000 | thousands by filing date | |
| RIDGEPOST CAP INC CL A COM | 69376K106 | Stock | 1,550,764 | $16,314,000 | thousands by filing date | |
| VICI PPTYS INC COM | 925652109 | REIT | 508,226 | $15,171,000 | thousands by filing date | |
| KBR INC COM | 48242W106 | Stock | 267,951 | $11,581,000 | thousands by filing date | |
| LKQ CORP COM | 501889208 | Stock | 124,212 | $5,857,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-22-004011 | this filing | 2022-11-14 | acceptance time not in the bulk data set |