Hudson Way Capital Management LLC Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$136.9B
Holdings
13
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 920,459 | $27.8B | 20.33% | |
| 2 | —IHS MARKIT LTD | 611,134 | $21.6B | 15.81% | |
| 3 | SBACSBA COMMUNICATIONS CORP | 172,739 | $17.8B | 13.03% | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 440,485 | $16.1B | 11.75% | |
| 5 | CHTRCHARTER COMMUNICATIONS INC N | 42,538 | $12.2B | 8.95% | |
| 6 | NXSTNEXSTAR BROADCASTING GROUP I | 113,392 | $7.2B | 5.24% | |
| 7 | GOOGALPHABET INC | 9,008 | $7.0B | 5.08% | |
| 8 | EXPEEXPEDIA INC DEL | 60,115 | $6.8B | 4.97% | |
| 9 | —COMMERCEHUB INC | 379,772 | $5.7B | 4.17% | |
| 10 | —GENERAL COMMUNICATION INC | 282,498 | $5.5B | 4.01% | |
| 11 | PPGPPG INDS INC | 54,800 | $5.2B | 3.79% | |
| 12 | EVBGEUREVERBRIDGE INC | 147,921 | $2.7B | 1.99% | |
| 13 | —COMMERCEHUB INC | 79,323 | $1.2B | 0.87% |