Hudson Way Capital Management LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$196.1B
Holdings
15
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,077,758 | $34.6B | 17.63% | |
| 2 | KKRKKR & CO INC | 982,718 | $26.8B | 13.66% | |
| 3 | —GCI LIBERTY INC | 468,903 | $23.9B | 12.19% | |
| 4 | UNVREURUNIVAR INC | 707,201 | $21.7B | 11.06% | |
| 5 | —IHS MARKIT LTD | 301,175 | $16.3B | 8.29% | |
| 6 | ARMKARAMARK | 251,597 | $10.8B | 5.52% | |
| 7 | CHRCHURCHILL DOWNS INC | 37,000 | $10.3B | 5.24% | |
| 8 | LKQ1LKQ CORP | 307,685 | $9.7B | 4.97% | |
| 9 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 59,997 | $8.3B | 4.22% | |
| 10 | GOOGALPHABET INC | 6,799 | $8.1B | 4.14% | |
| 11 | NXSTNEXSTAR MEDIA GROUP INC | 94,557 | $7.7B | 3.92% | |
| 12 | UNFUNIFIRST CORP MASS | 42,498 | $7.4B | 3.76% | |
| 13 | SBACSBA COMMUNICATIONS CORP NEW | 31,338 | $5.0B | 2.57% | |
| 14 | CCSCENTURY CMNTYS INC | 190,923 | $5.0B | 2.56% | |
| 15 | BVBRIGHTVIEW HLDGS INC | 34,000 | $546.0M | 0.28% |