Hudson Way Capital Management LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$410.7B
Holdings
17
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,063,943 | $64.8B | 15.77% | |
| 2 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,891,177 | $60.0B | 14.61% | |
| 3 | GILGILDAN ACTIVEWEAR INC | 828,122 | $30.2B | 7.36% | |
| 4 | —IHS MARKIT LTD | 252,005 | $29.4B | 7.16% | |
| 5 | LBRDKLIBERTY BROADBAND CORP | 168,408 | $29.1B | 7.08% | |
| 6 | OWLBLUE OWL CAPITAL INC | 1,723,808 | $26.8B | 6.53% | |
| 7 | LKQ1LKQ CORP | 521,811 | $26.3B | 6.39% | |
| 8 | CHRCHURCHILL DOWNS INC | 98,418 | $23.6B | 5.75% | |
| 9 | VRSNVERISIGN INC | 105,703 | $21.7B | 5.28% | |
| 10 | GOOGALPHABET INC | 6,838 | $18.2B | 4.44% | |
| 11 | HLMNHILLMAN SOLUTIONS CORP | 1,139,353 | $13.6B | 3.31% | |
| 12 | EXPEEXPEDIA GROUP INC | 80,229 | $13.2B | 3.20% | |
| 13 | SMPLSIMPLY GOOD FOODS CO | 379,636 | $13.1B | 3.19% | |
| 14 | VICIVICI PPTYS INC | 445,978 | $12.7B | 3.09% | |
| 15 | SCHWSCHWAB CHARLES CORP | 163,962 | $11.9B | 2.91% | |
| 16 | VVISA INC | 45,096 | $10.0B | 2.45% | |
| 17 | AVTRAVANTOR INC | 149,500 | $6.1B | 1.49% |