Hudson Way Capital Management LLC

CIK

1697597

City

DALLAS

State / Country

Stock

CHDN — Churchill Downs Inc

Top Portfolio Positions

16 positions · $1,045,986,788 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
KKR	KKR & Co. Inc. Financial Services	1,551,801	$143,541,592	13.72%
V	Visa Inc. Financial Services	333,128	$100,684,606	9.63%
SGI	Somnigroup International Inc. Consumer Cyclical	1,283,302	$94,861,683	9.07%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	263,698	$80,185,287	7.67%
CHDN	Churchill Downs Inc Consumer Cyclical	870,362	$78,184,618	7.47%
SPOT	Spotify Technology S.A. Communication Services	156,161	$75,724,030	7.24%
SPGI	S&P Global Inc. Financial Services	169,675	$72,169,564	6.90%
GWRE	Guidewire Software, Inc. Technology	415,635	$62,162,370	5.94%
TDG	TransDigm Group INC Industrials	49,367	$57,214,378	5.47%
GIL	Gildan Activewear Inc. Consumer Cyclical	852,092	$47,418,919	4.53%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$25,034,999	194,787	-6.8%	Shares	Sole	2023-05-15
2022-12-31	$22,082,806	208,890	+5.1%	Shares	Sole	2023-02-14
2022-09-30	$18,294,381	198,690	+14.5%	Shares	Sole	2022-11-14
2022-06-30	$16,620,973	173,560	+59.1%	Shares	Sole	2022-08-15
2022-03-31	$12,098,764	109,106	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$13,126,520	108,979	+10.7%	Shares	Sole	2022-02-14
2021-09-30	$11,814,096	98,418	+38.5%	Shares	Sole	2021-11-15
2021-06-30	$7,041,996	71,038	+100.2%	Shares	Sole	2021-08-16
2021-03-31	$4,035,340	35,488	-52.1%	Shares	Sole	2021-05-17
2020-12-31	$7,218,138	74,112	-35.0%	Shares	Sole	2021-02-16
2020-09-30	$9,345,603	114,096	+5.6%	Shares	Sole	2020-11-16
2020-06-30	$7,196,491	108,096	-67.3%	Shares	Sole	2020-08-14
2020-03-31	$17,024,944	330,742	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.