Hickory Lane Capital Management as of Dec. 31, 2021
Portfolio Holdings for Hickory Lane Capital Management
Hickory Lane Capital Management holds 32 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon Call Option (AMZN) | 10.6 | $20M | 6.0k | 3334.25 | |
| Metropcs Communications Call Option (TMUS) | 7.8 | $15M | 126k | 115.97 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 4.7 | $8.8M | 216k | 40.84 | |
| Charter Communications Inc N Cl A Call Option (CHTR) | 4.4 | $8.2M | 13k | 651.92 | |
| salesforce (CRM) | 4.2 | $7.9M | 31k | 254.13 | |
| Microsoft Corporation (MSFT) | 3.8 | $7.2M | 22k | 336.33 | |
| NVIDIA Corporation (NVDA) | 3.7 | $6.9M | 24k | 294.13 | |
| S&p Global (SPGI) | 3.6 | $6.8M | 15k | 471.93 | |
| Marriott Vacations Wrldwde Cp (VAC) | 3.2 | $6.0M | 36k | 168.99 | |
| Uber Technologies (UBER) | 3.2 | $6.0M | 143k | 41.93 | |
| Home Depot (HD) | 3.1 | $5.9M | 14k | 415.02 | |
| ON Semiconductor (ON) | 3.1 | $5.8M | 86k | 67.92 | |
| Api Group Corp Com Stk (APG) | 3.1 | $5.8M | 225k | 25.77 | |
| Lithia Motors (LAD) | 3.1 | $5.8M | 20k | 296.97 | |
| Vertiv Holdings Com Cl A (VRT) | 3.0 | $5.6M | 224k | 24.97 | |
| Mastercard Incorporated Cl A (MA) | 3.0 | $5.6M | 16k | 359.29 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $5.4M | 9.5k | 567.05 | |
| Iac Interactivecorp Com New (IAC) | 2.8 | $5.2M | 40k | 130.70 | |
| Shift4 Pmts Cl A (FOUR) | 2.8 | $5.2M | 90k | 57.93 | |
| Meta Platforms Cl A (META) | 2.7 | $5.0M | 15k | 336.33 | |
| Ralph Lauren Corp Cl A Call Option (RL) | 2.5 | $4.8M | 40k | 118.85 | |
| Paypal Holdings (PYPL) | 2.5 | $4.6M | 25k | 188.57 | |
| Liberty Media Corp Del Com Ser C Frmla | 2.4 | $4.4M | 70k | 63.24 | |
| Albemarle Corporation (ALB) | 2.2 | $4.1M | 18k | 233.77 | |
| General Motors Company (GM) | 2.1 | $4.0M | 68k | 58.63 | |
| Aptiv SHS (APTV) | 1.9 | $3.5M | 22k | 164.93 | |
| Howmet Aerospace (HWM) | 1.9 | $3.5M | 110k | 31.83 | |
| Wynn Resorts Call Option (WYNN) | 1.6 | $3.0M | 35k | 85.03 | |
| Spirit Aerosystems Hldgs Com Cl A Call Option (SPR) | 1.4 | $2.6M | 60k | 43.08 | |
| Aramark Hldgs Call Option (ARMK) | 1.4 | $2.6M | 70k | 36.86 | |
| Janus International Group In Common Stock (JBI) | 0.9 | $1.7M | 136k | 12.52 | |
| Angi Com Cl A New Call Option (ANGI) | 0.7 | $1.4M | 150k | 9.21 |
