Hudson Way Capital Management LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$167.7B
Holdings
13
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,100,143 | $33.4B | 19.94% | |
| 2 | SBACSBA COMMUNICATIONS CORP NEW | 167,534 | $24.1B | 14.39% | |
| 3 | IBKRINTERACTIVE BROKERS GROUP IN | 462,826 | $20.8B | 12.43% | |
| 4 | —GENERAL COMMUNICATION INC | 401,643 | $16.4B | 9.77% | |
| 5 | —IHS MARKIT LTD | 363,651 | $16.0B | 9.56% | |
| 6 | PPGPPG INDS INC | 114,067 | $12.4B | 7.39% | |
| 7 | NXSTNEXSTAR MEDIA GROUP INC | 173,420 | $10.8B | 6.44% | |
| 8 | —BROADSOFT INC | 202,791 | $10.2B | 6.08% | |
| 9 | GOOGALPHABET INC | 10,208 | $9.8B | 5.84% | |
| 10 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 60,247 | $6.2B | 3.67% | |
| 11 | CHTRCHARTER COMMUNICATIONS INC N | 10,618 | $3.9B | 2.30% | |
| 12 | UNVREURUNIVAR INC | 110,301 | $3.2B | 1.90% | |
| 13 | —COMMERCEHUB INC | 22,500 | $480.0M | 0.29% |