Hudson Way Capital Management’s Churchill Downs CHDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33M | Sell |
368,054
-502,308
| -58% | -$45M | 2.94% | 17 |
|
|
2026
Q1 | $78.2M | Sell |
870,362
-167,460
| -16% | -$15.9M | 7.47% | 5 |
|
|
2025
Q4 | $118M | Sell |
1,037,822
-102,490
| -9% | -$10.6M | 9.39% | 2 |
|
|
2025
Q3 | $111M | Buy |
1,140,312
+142,714
| +14% | +$14.7M | 9.38% | 2 |
|
|
2025
Q2 | $101M | Sell |
997,598
-80,700
| -7% | -$7.9M | 9.11% | 3 |
|
|
2025
Q1 | $120M | Buy |
1,078,298
+165,417
| +18% | +$19.8M | 11.87% | 2 |
|
|
2024
Q4 | $122M | Sell |
912,881
-11,102
| -1% | -$1.54M | 13.77% | 2 |
|
|
2024
Q3 | $125M | Buy |
923,983
+58,624
| +7% | +$8.11M | 15.68% | 2 |
|
|
2024
Q2 | $121M | Buy |
865,359
+286,746
| +50% | +$37.7M | 16.68% | 2 |
|
|
2024
Q1 | $71.6M | Buy |
578,613
+2,981
| +0.5% | +$360K | 13.07% | 2 |
|
|
2023
Q4 | $77.7M | Buy |
575,632
+32,697
| +6% | +$3.88M | 14.57% | 2 |
|
|
2023
Q3 | $63M | Buy |
542,935
+71,855
| +15% | +$8.89M | 12.39% | 2 |
|
|
2023
Q2 | $65.6M | Buy |
471,080
+81,506
| +21% | +$11.2M | 12.3% | 1 |
|
|
2023
Q1 | $50.1M | Sell |
389,574
-28,206
| -7% | -$3.4M | 12.46% | 1 |
|
|
2022
Q4 | $44.2M | Buy |
417,780
+20,400
| +5% | +$2.15M | 11.41% | 2 |
|
|
2022
Q3 | $36.6M | Buy |
397,380
+50,260
| +14% | +$5.12M | 10% | 3 |
|
|
2022
Q2 | $33.2M | Buy |
347,120
+128,908
| +59% | +$12.8M | 9.01% | 4 |
|
|
2022
Q1 | $24.2M | Buy |
218,212
+254
| +0.1% | +$27.9K | 5.71% | 6 |
|
|
2021
Q4 | $26.3M | Buy |
217,958
+21,122
| +11% | +$2.51M | 5.97% | 5 |
|
|
2021
Q3 | $23.6M | Buy |
196,836
+54,760
| +39% | +$5.57M | 5.75% | 8 |
|
|
2021
Q2 | $14.1M | Buy |
142,076
+71,100
| +100% | +$7.3M | 3.56% | 13 |
|
|
2021
Q1 | $8.07M | Sell |
70,976
-77,248
| -52% | -$8.5M | 2.25% | 16 |
|
|
2020
Q4 | $14.4M | Sell |
148,224
-79,968
| -35% | -$7.26M | 4.12% | 12 |
|
|
2020
Q3 | $18.7M | Buy |
228,192
+12,000
| +6% | +$931K | 6.05% | 5 |
|
|
2020
Q2 | $14.4M | Sell |
216,192
-445,292
| -67% | -$25.4M | 5.03% | 8 |
|
|
2020
Q1 | $34M | Hold |
661,484
| – | – | 15.77% | 2 |
|
|
2019
Q4 | $45.4M | Hold |
661,484
| – | – | 17.81% | 1 |
|
|
2019
Q3 | $40.8M | Buy |
661,484
+50,000
| +8% | +$3.02M | 18.08% | 1 |
|
|
2019
Q2 | $35.2M | Buy |
611,484
+48,300
| +9% | +$2.42M | 17.11% | 1 |
|
|
2019
Q1 | $25.4M | Buy |
563,184
+61,584
| +12% | +$2.75M | 13.18% | 3 |
|
|
2018
Q4 | $20.4M | Buy |
501,600
+279,600
| +126% | +$12.3M | 11.91% | 3 |
|
|
2018
Q3 | $10.3M | Buy |
+222,000
| New | +$10.5M | 5.24% | 7 |
|
Other funds holding CHDN
LCOV
Hudson Way Capital Management's CHDN Position: Q2 2026 in Review
Hudson Way Capital Management reduced its Churchill Downs (CHDN) stake by 58% in Q2 2026, selling an estimated $45M and leaving 368,054 shares worth $33M. The position accounts for 2.94% of the portfolio, ranked #17.
Hudson Way Capital Management first reported a position in CHDN in Q3 2018 and has held it in 32 quarters since. The position peaked at $125M in Q3 2024. 460 funds tracked by Wall St. Rank hold CHDN as of Q2 2026.
- Hudson Way Capital Management held 368,054 shares of Churchill Downs worth $33M as of Q2 2026.
- Hudson Way Capital Management sold 502,308 Churchill Downs shares in Q2 2026, an estimated $45M.
- Churchill Downs made up 2.94% of Hudson Way Capital Management's portfolio in Q2 2026, its #17 holding.
- Hudson Way Capital Management first reported a position in Churchill Downs in Q3 2018 and has held it in 32 quarters since.
- Hudson Way Capital Management's Churchill Downs position peaked at $125M in Q3 2024.
- 460 funds tracked by Wall St. Rank held Churchill Downs as of Q2 2026.
Based on Hudson Way Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.