Hudson Way Capital Management LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$167.5B
Holdings
14
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,027,114 | $32.5B | 19.38% | |
| 2 | IBKRINTERACTIVE BROKERS GROUP IN | 613,494 | $23.0B | 13.71% | |
| 3 | SBACSBA COMMUNICATIONS CORP NEW | 168,064 | $22.7B | 13.54% | |
| 4 | —IHS MARKIT LTD | 484,901 | $21.4B | 12.75% | |
| 5 | —GENERAL COMMUNICATION INC | 329,242 | $12.1B | 7.20% | |
| 6 | PPGPPG INDS INC | 95,667 | $10.5B | 6.28% | |
| 7 | NXSTNEXSTAR MEDIA GROUP INC | 161,604 | $9.7B | 5.77% | |
| 8 | GOOGALPHABET INC | 10,108 | $9.2B | 5.48% | |
| 9 | —COMMERCEHUB INC | 394,665 | $6.9B | 4.11% | |
| 10 | CHTRCHARTER COMMUNICATIONS INC N | 17,618 | $5.9B | 3.54% | |
| 11 | —BROADSOFT INC | 128,037 | $5.5B | 3.29% | |
| 12 | EXPEEXPEDIA INC DEL | 25,805 | $3.8B | 2.29% | |
| 13 | —J JILL INC | 249,457 | $3.1B | 1.83% | |
| 14 | —COMMERCEHUB INC | 79,323 | $1.4B | 0.83% |