Hudson Way Capital Management LLC

Position in CHDN — Churchill Downs Inc

CIK 1697597 DALLAS, TX

Back to CHDN Full portfolio

Position in CHDN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$32,992,360

-$45,192,258 QoQ

Shares Held

368,054

-57.7% QoQ

Ownership

0.528%

of shares outstanding

% of Portfolio

2.94%

of 13F equity value

Holder Rank

#39

of 454 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CHDN Over Time

Shares Held

Position Value (USD)

Position in Gambling

Consumer Cyclical · as of Jun 30, 2026

Hudson Way Capital Management LLC holds $32,992,360 across 1 Gambling name. CHDN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CHDN	Churchill Downs Inc This page	368,054	$32,992,360

All Filings in CHDN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,992,360	368,054	-57.7%	Shares	Sole	2026-08-14
2026-03-31	$78,184,618	870,362	-16.1%	Shares	Sole	2026-05-15
2025-12-31	$118,083,387	1,037,822	-9.0%	Shares	Sole	2026-02-17
2025-09-30	$110,621,667	1,140,312	+14.3%	Shares	Sole	2025-11-14
2025-06-30	$100,757,398	997,598	-7.5%	Shares	Sole	2025-08-14
2025-03-31	$119,766,558	1,078,298	+18.1%	Shares	Sole	2025-05-15
2024-12-31	$121,906,128	912,881	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$124,931,741	923,983	+6.8%	Shares	Sole	2024-11-14
2024-06-30	$120,804,116	865,359	+49.6%	Shares	Sole	2024-08-14
2024-03-31	$71,603,358	578,613	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$77,670,025	575,632	+6.0%	Shares	Sole	2024-02-14
2023-09-30	$63,002,177	542,935	+15.3%	Shares	Sole	2023-11-14
2023-06-30	$65,560,203	471,080	+141.8%	Shares	Sole	2023-08-14
2023-03-31	$50,069,998	194,787	-6.8%	Shares	Sole	2023-05-15
2022-12-31	$44,165,612	208,890	+5.1%	Shares	Sole	2023-02-14
2022-09-30	$36,588,763	198,690	+14.5%	Shares	Sole	2022-11-14
2022-06-30	$33,241,946	173,560	+59.1%	Shares	Sole	2022-08-15
2022-03-31	$24,197,528	109,106	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$26,253,041	108,979	+10.7%	Shares	Sole	2022-02-14
2021-09-30	$23,628,193	98,418	+38.5%	Shares	Sole	2021-11-15
2021-06-30	$14,083,993	71,038	+100.2%	Shares	Sole	2021-08-16
2021-03-31	$8,070,680	35,488	-52.1%	Shares	Sole	2021-05-17
2020-12-31	$14,436,276	74,112	-35.0%	Shares	Sole	2021-02-16
2020-09-30	$18,691,206	114,096	+5.6%	Shares	Sole	2020-11-16
2020-06-30	$14,392,982	108,096	-67.3%	Shares	Sole	2020-08-14
2020-03-31	$34,049,888	330,742	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.