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Hudson Way Capital Management’s Churchill Downs CHDN Stock Holding History

Hudson Way Capital Management’s Portfolio CHDN Stock Details CHDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Hudson Way Capital Management's CHDN Position: Q1 2026 in Review

Hudson Way Capital Management reduced its Churchill Downs (CHDN) stake by 16% in Q1 2026, selling an estimated $15.9M and leaving 870,362 shares worth $78.2M. The position accounts for 7.47% of the portfolio, ranked #5.

Hudson Way Capital Management first reported a position in CHDN in Q3 2018 and has held it in 31 quarters since. The position peaked at $125M in Q3 2024. 448 funds tracked by Wall St. Rank hold CHDN as of Q1 2026.

  • Hudson Way Capital Management held 870,362 shares of Churchill Downs worth $78.2M as of Q1 2026.
  • Hudson Way Capital Management sold 167,460 Churchill Downs shares in Q1 2026, an estimated $15.9M.
  • Churchill Downs made up 7.47% of Hudson Way Capital Management's portfolio in Q1 2026, its #5 holding.
  • Hudson Way Capital Management first reported a position in Churchill Downs in Q3 2018 and has held it in 31 quarters since.
  • Hudson Way Capital Management's Churchill Downs position peaked at $125M in Q3 2024.
  • 448 funds tracked by Wall St. Rank held Churchill Downs as of Q1 2026.

Based on Hudson Way Capital Management's 13F filing for Q1 2026, filed 15 May 2026.