Hickory Lane Capital Management as of March 31, 2023
Portfolio Holdings for Hickory Lane Capital Management
Hickory Lane Capital Management holds 24 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp Del Com Ser C Frmla | 8.7 | $7.1M | 95k | 74.83 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 8.0 | $6.6M | 140k | 46.88 | |
| Metropcs Communications (TMUS) | 7.0 | $5.8M | 40k | 144.84 | |
| Microsoft Corporation (MSFT) | 6.7 | $5.5M | 19k | 288.30 | |
| Mastercard Incorporated Cl A (MA) | 6.7 | $5.5M | 15k | 363.41 | |
| Api Group Corp Com Stk (APG) | 5.5 | $4.5M | 200k | 22.48 | |
| Lockheed Martin Corporation (LMT) | 4.9 | $4.0M | 8.5k | 472.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $3.9M | 38k | 103.73 | |
| Howmet Aerospace (HWM) | 4.7 | $3.8M | 90k | 42.37 | |
| S&p Global (SPGI) | 4.4 | $3.6M | 11k | 344.77 | |
| Amazon (AMZN) | 4.2 | $3.5M | 34k | 103.29 | |
| Lithia Motors (LAD) | 3.4 | $2.8M | 12k | 228.93 | |
| Albemarle Corporation (ALB) | 3.4 | $2.8M | 13k | 221.04 | |
| Cheniere Energy Com New (LNG) | 3.4 | $2.8M | 18k | 157.60 | |
| Shift4 Pmts Cl A (FOUR) | 3.3 | $2.7M | 36k | 75.80 | |
| Home Depot (HD) | 3.1 | $2.5M | 8.5k | 295.12 | |
| Aptiv SHS (APTV) | 3.0 | $2.5M | 22k | 112.19 | |
| Paypal Holdings (PYPL) | 2.8 | $2.3M | 30k | 75.94 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 2.5 | $2.0M | 85k | 23.93 | |
| Charter Communications Inc N Cl A (CHTR) | 2.4 | $2.0M | 5.5k | 357.61 | |
| Marriott Vacations Wrldwde Cp (VAC) | 2.1 | $1.8M | 13k | 134.86 | |
| Valero Energy Corporation (VLO) | 2.0 | $1.7M | 12k | 139.60 | |
| United Rentals (URI) | 1.5 | $1.2M | 3.0k | 395.76 | |
| Iridium Communications (IRDM) | 1.3 | $1.1M | 18k | 61.93 |
