Hudson Way Capital Management LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$254.8B
Holdings
16
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHRCHURCHILL DOWNS INC | 330,742 | $45.4B | 17.81% | |
| 2 | KKRKKR & CO INC | 1,090,669 | $31.8B | 12.49% | |
| 3 | HP5AEQUITY COMWLTH | 879,078 | $28.9B | 11.33% | |
| 4 | K6BKBR INC | 869,300 | $26.5B | 10.41% | |
| 5 | —GCI LIBERTY INC | 330,663 | $23.4B | 9.20% | |
| 6 | GOOGALPHABET INC | 10,163 | $13.6B | 5.33% | |
| 7 | LKQ1LKQ CORP | 376,134 | $13.4B | 5.27% | |
| 8 | SCHWTHE CHARLES SCHWAB CORPORATI | 251,379 | $12.0B | 4.69% | |
| 9 | —IHS MARKIT LTD | 147,822 | $11.1B | 4.37% | |
| 10 | SSNCSS&C TECHNOLOGIES HLDGS INC | 170,786 | $10.5B | 4.12% | |
| 11 | VVISA INC | 43,750 | $8.2B | 3.23% | |
| 12 | COLDAMERICOLD RLTY TR | 226,309 | $7.9B | 3.11% | |
| 13 | GILGILDAN ACTIVEWEAR INC | 263,505 | $7.8B | 3.05% | |
| 14 | BANDBANDWIDTH INC | 109,527 | $7.0B | 2.75% | |
| 15 | LBRDKLIBERTY BROADBAND CORP | 52,700 | $6.6B | 2.60% | |
| 16 | BXBLACKSTONE GROUP INC | 10,473 | $586.0M | 0.23% |