Hudson Way Capital Management LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$368.8B
Holdings
16
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,849,442 | $60.0B | 16.26% | |
| 2 | KKRKKR & CO INC | 1,259,191 | $58.3B | 15.80% | |
| 3 | SPGIS&P GLOBAL INC | 104,036 | $35.1B | 9.51% | |
| 4 | CHRCHURCHILL DOWNS INC | 173,560 | $33.2B | 9.01% | |
| 5 | GILGILDAN ACTIVEWEAR INC | 1,058,002 | $30.4B | 8.26% | |
| 6 | VVISA INC | 152,104 | $29.9B | 8.12% | |
| 7 | RPCP10 INC | 1,485,764 | $16.5B | 4.48% | |
| 8 | VRSNVERISIGN INC | 91,976 | $15.4B | 4.17% | |
| 9 | VICIVICI PPTYS INC | 504,626 | $15.0B | 4.08% | |
| 10 | LKQ1LKQ CORP | 297,030 | $14.6B | 3.95% | |
| 11 | SCHWSCHWAB CHARLES CORP | 223,262 | $14.1B | 3.82% | |
| 12 | LBRDKLIBERTY BROADBAND CORP | 109,508 | $12.7B | 3.43% | |
| 13 | GOOGALPHABET INC | 5,261 | $11.5B | 3.12% | |
| 14 | ADBEADOBE SYSTEMS INCORPORATED | 27,888 | $10.2B | 2.77% | |
| 15 | T7DTRANSDIGM GROUP INC | 11,981 | $6.4B | 1.74% | |
| 16 | OWLBLUE OWL CAPITAL INC | 542,040 | $5.4B | 1.47% |