Hickory Lane Capital Management as of March 31, 2022
Portfolio Holdings for Hickory Lane Capital Management
Hickory Lane Capital Management holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 10.8 | $18M | 5.4k | 3259.65 | |
Metropcs Communications Call Option (TMUS) | 8.8 | $14M | 112k | 128.35 | |
Willscot Mobil Mini Hldng Com Cl A (WSC) | 5.5 | $9.0M | 230k | 39.13 | |
Microsoft Corporation (MSFT) | 5.4 | $8.8M | 29k | 308.32 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $6.4M | 2.3k | 2781.30 | |
Charter Communications Inc N Cl A Call Option (CHTR) | 3.5 | $5.8M | 11k | 545.38 | |
Marriott Vacations Wrldwde Cp (VAC) | 3.3 | $5.4M | 34k | 157.71 | |
Mastercard Incorporated Cl A (MA) | 3.2 | $5.3M | 15k | 357.36 | |
NVIDIA Corporation (NVDA) | 3.2 | $5.3M | 19k | 272.88 | |
Howmet Aerospace (HWM) | 3.2 | $5.2M | 145k | 35.94 | |
ON Semiconductor (ON) | 3.2 | $5.2M | 83k | 62.61 | |
S&p Global (SPGI) | 3.2 | $5.2M | 13k | 410.20 | |
Lithia Motors (LAD) | 3.1 | $5.1M | 17k | 300.12 | |
Liberty Media Corp Del Com Ser C Frmla | 3.0 | $4.9M | 70k | 69.84 | |
Api Group Corp Com Stk Call Option (APG) | 2.9 | $4.7M | 225k | 21.03 | |
Albemarle Corporation (ALB) | 2.9 | $4.7M | 21k | 221.13 | |
JPMorgan Chase & Co. (JPM) | 2.7 | $4.4M | 32k | 136.31 | |
Cheniere Energy Com New (LNG) | 2.2 | $3.7M | 27k | 138.64 | |
Canadian Pacific Railway | 2.2 | $3.6M | 44k | 82.53 | |
Lockheed Martin Corporation (LMT) | 2.2 | $3.5M | 8.0k | 441.38 | |
Shift4 Pmts Cl A (FOUR) | 2.1 | $3.4M | 55k | 61.93 | |
CF Industries Holdings (CF) | 2.1 | $3.4M | 33k | 103.05 | |
Home Depot (HD) | 2.0 | $3.3M | 11k | 299.36 | |
Dell Technologies CL C (DELL) | 2.0 | $3.3M | 65k | 50.18 | |
Vertiv Holdings Com Cl A (VRT) | 1.9 | $3.2M | 226k | 14.00 | |
Uber Technologies (UBER) | 1.9 | $3.1M | 87k | 35.68 | |
General Motors Company (GM) | 1.8 | $3.0M | 68k | 43.74 | |
Wynn Resorts Call Option (WYNN) | 1.7 | $2.8M | 35k | 79.74 | |
salesforce (CRM) | 1.7 | $2.8M | 13k | 212.31 | |
Aptiv SHS (APTV) | 1.7 | $2.8M | 23k | 119.70 | |
Aramark Hldgs Call Option (ARMK) | 1.6 | $2.6M | 70k | 37.60 | |
Iac Interactivecorp Com New (IAC) | 0.8 | $1.3M | 13k | 100.31 | |
Angi Com Cl A New Call Option (ANGI) | 0.5 | $851k | 150k | 5.67 |