Hudson Way Capital Management LLC Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$395.9B
Holdings
17
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,127,434 | $66.8B | 16.87% | |
| 2 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,359,681 | $37.9B | 9.57% | |
| 3 | —IHS MARKIT LTD | 314,576 | $35.4B | 8.95% | |
| 4 | LKQ1LKQ CORP | 682,403 | $33.6B | 8.48% | |
| 5 | LBRDKLIBERTY BROADBAND CORP | 191,088 | $33.2B | 8.38% | |
| 6 | GILGILDAN ACTIVEWEAR INC | 812,096 | $30.0B | 7.57% | |
| 7 | GOOGALPHABET INC | 7,638 | $19.1B | 4.84% | |
| 8 | VRSNVERISIGN INC | 82,888 | $18.9B | 4.77% | |
| 9 | OWLBLUE OWL CAPITAL INC | 1,306,625 | $16.8B | 4.25% | |
| 10 | SMPLSIMPLY GOOD FOODS CO | 443,454 | $16.2B | 4.09% | |
| 11 | CPRTCOPART INC | 115,325 | $15.2B | 3.84% | |
| 12 | VVISA INC | 61,296 | $14.3B | 3.62% | |
| 13 | CHRCHURCHILL DOWNS INC | 71,038 | $14.1B | 3.56% | |
| 14 | EXPEEXPEDIA GROUP INC | 78,136 | $12.8B | 3.23% | |
| 15 | SCHWSCHWAB CHARLES CORP | 169,000 | $12.3B | 3.11% | |
| 16 | VICIVICI PPTYS INC | 375,191 | $11.6B | 2.94% | |
| 17 | GENIGENIUS SPORTS LIMITED | 407,162 | $7.6B | 1.93% |