13F-HR filed by Hudson Way Capital Management LLC
Hudson Way Capital Management LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 14 holding rows worth $533,195,185.
- Accession
- 0001085146-23-003325
- Filer
- CIK 1697597
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 14 entries on the cover page, a total value of $533,195,185 stated on the cover page (in dollars after the unit check, H1), rows summing to $533,195,185 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| CHURCHILL DOWNS INC | 171484108 | COM | 471,080 | $65,560,204 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 71,489 | $63,923,319 | dollars as filed | |
| KBR INC COM | 48242W106 | Stock | 858,756 | $55,870,665 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 952,350 | $53,331,600 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 104,947 | $42,072,203 | dollars as filed | |
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 832,499 | $39,785,127 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 649,948 | $39,386,849 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 150,529 | $35,747,627 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 1,056,051 | $34,047,084 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 239,293 | $28,947,274 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 594,350 | $23,815,605 | dollars as filed | |
| VICI PPTYS INC COM | 925652109 | REIT | 631,644 | $19,852,571 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 41,046 | $17,094,428 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 165,651 | $13,760,629 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-23-003325 | this filing | 2023-08-14 | acceptance time not in the bulk data set |