Hudson Way Capital Management LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$350.6B
Holdings
16
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LBRDKLIBERTY BROADBAND CORP | 328,308 | $52.0B | 14.83% | |
| 2 | KKRKKR & CO INC | 1,281,621 | $51.9B | 14.80% | |
| 3 | HP5AEQUITY COMWLTH | 1,323,085 | $36.1B | 10.29% | |
| 4 | SSNCSS&C TECHNOLOGIES HLDGS INC | 324,661 | $23.6B | 6.74% | |
| 5 | LKQ1LKQ CORP | 640,168 | $22.6B | 6.43% | |
| 6 | SMPLSIMPLY GOOD FOODS CO | 713,875 | $22.4B | 6.38% | |
| 7 | CPRTCOPART INC | 167,299 | $21.3B | 6.07% | |
| 8 | —IHS MARKIT LTD | 235,910 | $21.2B | 6.04% | |
| 9 | COLDAMERICOLD RLTY TR | 487,169 | $18.2B | 5.19% | |
| 10 | VRSNVERISIGN INC | 77,488 | $16.8B | 4.78% | |
| 11 | VICIVICI PPTYS INC | 604,988 | $15.4B | 4.40% | |
| 12 | CHRCHURCHILL DOWNS INC | 74,112 | $14.4B | 4.12% | |
| 13 | GOOGALPHABET INC | 7,116 | $12.5B | 3.56% | |
| 14 | GILGILDAN ACTIVEWEAR INC | 382,019 | $10.7B | 3.05% | |
| 15 | VVISA INC | 31,188 | $6.8B | 1.95% | |
| 16 | DMYDDMY TECHNOLOGY GROUP INC II | 272,900 | $4.8B | 1.37% |