Equal-WT
WhaleScore 2.0
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Hudson WAY Capital Management is based out of Dallas. Hudson WAY Capital Management is a hedge fund with 4 clients and discretionary assets under management (AUM) of $626,245,436 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $533,145,390 in managed 13F securities
and a top 10 holdings concentration of 82.16%. Hudson WAY Capital Management's largest holding is KKR & Co. Inc with shares held of 1,109,979. Whalewisdom has at least 29 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| KKR KKR & Co. Inc | 4.63% |
| PGR Progressive Corp. | 3.37% |
| TPX Tempur Sealy Interna | 3.33% |
| CHDN Churchill Downs Inc | 2.18% |
| GIL Gildan Activewear In | 0.81% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| KBR KBR Inc | 6.99% |
| TDG TransDigm Group Inc | 3.46% |
| V VISA Inc | 2.08% |
| SPGI S&P Global Inc. (McG | 1.18% |
| SSNC SS&C Technologies Ho | 0.84% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| KKR KKR & Co. Inc | 17.25% |
| CHDN Churchill Downs Inc | 14.57% |
| TPX Tempur Sealy Interna | 9.67% |
| TDG TransDigm Group Inc | 7.78% |
| SPGI S&P Global Inc. (McG | 7.39% |
2023-12-31
13F Activity
| Market Value | $0.53b, Prior: $0.51b |
| New Purchases | 1 stocks |
| Added To | 6 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 8 stocks |
| Top 10 Holdings % | 82.16% |
| Turnover %[1] | 6.67% |
| Turnover Alt %[2] | 8.76% |
| Time Held Top 20 | 9.6 quarters |
| Time Held Top 10 | 6.6 quarters |
| Time Held All | 9.6 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31