HWCM
Hudson Way Capital Management’s Churchill Downs CHDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101M | Sell |
997,598
-80,700
| -7% | -$8.15M | 9.11% | 3 |
|
|
2025
Q1 | $120M | Buy |
1,078,298
+165,417
| +18% | +$18.4M | 11.87% | 2 |
|
|
2024
Q4 | $122M | Sell |
912,881
-11,102
| -1% | -$1.48M | 13.77% | 2 |
|
|
2024
Q3 | $125M | Buy |
923,983
+58,624
| +7% | +$7.93M | 15.68% | 2 |
|
|
2024
Q2 | $121M | Buy |
865,359
+286,746
| +50% | +$40M | 16.68% | 2 |
|
|
2024
Q1 | $71.6M | Buy |
578,613
+2,981
| +0.5% | +$369K | 13.07% | 2 |
|
|
2023
Q4 | $77.7M | Buy |
575,632
+32,697
| +6% | +$4.41M | 14.57% | 2 |
|
|
2023
Q3 | $63M | Buy |
542,935
+71,855
| +15% | +$8.34M | 12.39% | 2 |
|
|
2023
Q2 | $65.6M | Buy |
471,080
+276,293
| +142% | +$38.5M | 12.3% | 1 |
|
|
2023
Q1 | $50.1M | Sell |
194,787
-14,103
| -7% | -$3.63M | 12.46% | 1 |
|
|
2022
Q4 | $44.2M | Buy |
208,890
+10,200
| +5% | +$2.16M | 11.41% | 2 |
|
|
2022
Q3 | $36.6M | Buy |
198,690
+25,130
| +14% | +$4.63M | 10% | 3 |
|
|
2022
Q2 | $33.2M | Buy |
173,560
+64,454
| +59% | +$12.3M | 9.01% | 4 |
|
|
2022
Q1 | $24.2M | Buy |
109,106
+127
| +0.1% | +$28.2K | 5.71% | 6 |
|
|
2021
Q4 | $26.3M | Buy |
108,979
+10,561
| +11% | +$2.54M | 5.97% | 5 |
|
|
2021
Q3 | $23.6M | Buy |
98,418
+27,380
| +39% | +$6.57M | 5.75% | 8 |
|
|
2021
Q2 | $14.1M | Buy |
71,038
+35,550
| +100% | +$7.05M | 3.56% | 13 |
|
|
2021
Q1 | $8.07M | Sell |
35,488
-38,624
| -52% | -$8.78M | 2.25% | 16 |
|
|
2020
Q4 | $14.4M | Sell |
74,112
-39,984
| -35% | -$7.79M | 4.12% | 12 |
|
|
2020
Q3 | $18.7M | Buy |
114,096
+6,000
| +6% | +$983K | 6.05% | 5 |
|
|
2020
Q2 | $14.4M | Sell |
108,096
-222,646
| -67% | -$29.6M | 5.03% | 8 |
|
|
2020
Q1 | $34.1M | Hold |
330,742
| – | – | 15.77% | 2 |
|
|
2019
Q4 | $45.4M | Hold |
330,742
| – | – | 17.81% | 1 |
|
|
2019
Q3 | $40.8M | Buy |
330,742
+25,000
| +8% | +$3.09M | 18.08% | 1 |
|
|
2019
Q2 | $35.2M | Buy |
305,742
+24,150
| +9% | +$2.78M | 17.11% | 1 |
|
|
2019
Q1 | $25.4M | Buy |
281,592
+197,992
| +237% | +$17.9M | 13.18% | 3 |
|
|
2018
Q4 | $20.4M | Buy |
83,600
+46,600
| +126% | +$11.4M | 11.91% | 3 |
|
|
2018
Q3 | $10.3M | Buy |
+37,000
| New | +$10.3M | 5.24% | 7 |
|