Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUDSON WAY CAPITAL MANAGEMENT LLC | 08-14-2023 | 06-30-2023 | 14 | 533,195,185 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHURCHILL DOWNS INC | COM | 1 | $65,560,204 | 471,080 | 0.01 | 0.01 | 276,293 | 141.84 | 06-30-2023 |
| TRANSDIGM GROUP INC | COM | 2 | $63,923,319 | 71,489 | 0.01 | 0.01 | 11,772 | 19.71 | 06-30-2023 |
| KBR INC | COM | 3 | $55,870,665 | 858,756 | 0.01 | 0.01 | 140,747 | 19.60 | 06-30-2023 |
| KKR & CO INC | COM | 4 | $53,331,600 | 952,350 | 0.01 | 0.01 | 73,050 | 8.31 | 06-30-2023 |
