Hudson Way Capital Management LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $724 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Churchill Downs Inc with a value of $121M, Kkr & Co. Inc. with a value of $121M, Trans Digm Group Inc with a value of $68M, Interactive Brokers Group, Inc. with a value of $50.2M, and Tempur Sealy International, Inc. with a value of $49.9M.

Examining the 13F form we can see an increase of $177M in the current position value, from $548M to 724M.

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 $724 Million
Financial Services: $274 Million
Consumer Cyclical: $239 Million
Industrials: $113 Million
Technology: $80 Million
Communication Services: $18 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $724 Million
  • Prior Value $548 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track Hudson Way Capital Management LLC Portfolio

Follow Hudson Way Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Way Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hudson Way Capital Management LLC with notifications on news.