Hudson Way Capital Management LLC Portfolio Holdings

Hudson Way Capital Management LLC

  • $885 Million
  • Q4 2024

Hudson Way Capital Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $885 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kkr & Co. Inc. with a value of $127M, Churchill Downs Inc with a value of $122M, Ss&C Technologies Holdings Inc with a value of $77.9M, Trans Digm Group Inc with a value of $71.6M, and Hilton Worldwide Holdings Inc. with a value of $61.9M.

Examining the 13F form we can see an increase of $88.3M in the current position value, from $797M to 885M.

Hudson Way Capital Management LLC is based out at Dallas, TX

Below you can find more details about Hudson Way Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $885 Million
Financial Services: $300 Million
Consumer Cyclical: $250 Million
Technology: $174 Million
Industrials: $133 Million
Communication Services: $29 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$593B
$38.5 Million 4.35% of portfolio
121,855
Q4 2024 Added 49.41%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $885 Million
  • Prior Value $797 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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