Hudson Way Capital Management LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$439.7B
Holdings
17
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,897,277 | $77.5B | 17.62% | |
| 2 | KKRKKR & CO INC | 950,349 | $70.8B | 16.10% | |
| 3 | GILGILDAN ACTIVEWEAR INC | 872,690 | $37.0B | 8.41% | |
| 4 | —IHS MARKIT LTD | 238,305 | $31.7B | 7.20% | |
| 5 | CHRCHURCHILL DOWNS INC | 108,979 | $26.3B | 5.97% | |
| 6 | VRSNVERISIGN INC | 93,207 | $23.7B | 5.38% | |
| 7 | LKQ1LKQ CORP | 376,315 | $22.6B | 5.14% | |
| 8 | LBRDKLIBERTY BROADBAND CORP | 138,808 | $22.4B | 5.09% | |
| 9 | RPCP10 INC | 1,582,473 | $22.1B | 5.03% | |
| 10 | GOOGALPHABET INC | 6,838 | $19.8B | 4.50% | |
| 11 | OWLBLUE OWL CAPITAL INC | 1,171,865 | $17.5B | 3.97% | |
| 12 | SCHWSCHWAB CHARLES CORP | 197,097 | $16.6B | 3.77% | |
| 13 | SMPLSIMPLY GOOD FOODS CO | 338,205 | $14.1B | 3.20% | |
| 14 | EXPEEXPEDIA GROUP INC | 72,629 | $13.1B | 2.99% | |
| 15 | VVISA INC | 44,246 | $9.6B | 2.18% | |
| 16 | HLMNHILLMAN SOLUTIONS CORP | 742,418 | $8.0B | 1.82% | |
| 17 | VICIVICI PPTYS INC | 238,386 | $7.2B | 1.63% |