Hudson Way Capital Management LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$215.9B
Holdings
17
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,103,114 | $35.0B | 16.20% | |
| 2 | CHRCHURCHILL DOWNS INC | 330,742 | $34.0B | 15.77% | |
| 3 | KKRKKR & CO INC | 1,139,579 | $26.7B | 12.39% | |
| 4 | LBRDKLIBERTY BROADBAND CORP | 176,500 | $19.5B | 9.05% | |
| 5 | LKQ1LKQ CORP | 680,355 | $14.0B | 6.46% | |
| 6 | SSNCSS&C TECHNOLOGIES HLDGS INC | 267,990 | $11.7B | 5.44% | |
| 7 | VVISA INC | 68,729 | $11.1B | 5.13% | |
| 8 | —GCI LIBERTY INC | 188,920 | $10.8B | 4.98% | |
| 9 | K6BKBR INC | 452,774 | $9.4B | 4.34% | |
| 10 | COLDAMERICOLD RLTY TR | 273,714 | $9.3B | 4.31% | |
| 11 | ADBEADOBE INC | 20,782 | $6.6B | 3.06% | |
| 12 | BANDBANDWIDTH INC | 95,672 | $6.4B | 2.98% | |
| 13 | BCBEURPRIMO WATER CORPORATION | 674,767 | $6.1B | 2.83% | |
| 14 | GOOGALPHABET INC | 4,610 | $5.4B | 2.48% | |
| 15 | GILGILDAN ACTIVEWEAR INC | 387,357 | $4.9B | 2.29% | |
| 16 | CPRTCOPART INC | 41,821 | $2.9B | 1.33% | |
| 17 | —IHS MARKIT LTD | 34,522 | $2.1B | 0.96% |