Hudson Way Capital Management as of March 31, 2018
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 14 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Commonwealth (EQC) | 19.9 | $35M | 1.1M | 30.67 | |
| Ihs Markit | 13.2 | $23M | 479k | 48.24 | |
| Cott Corp | 11.4 | $20M | 1.4M | 14.72 | |
| Gci Liberty Incorporated | 10.4 | $18M | 345k | 52.86 | |
| Univar | 8.7 | $15M | 551k | 27.75 | |
| Sba Communications Corp (SBAC) | 8.2 | $14M | 84k | 170.92 | |
| Interactive Brokers (IBKR) | 5.0 | $8.8M | 131k | 67.24 | |
| UniFirst Corporation (UNF) | 4.5 | $7.9M | 49k | 161.64 | |
| Nuance Communications | 4.4 | $7.7M | 490k | 15.75 | |
| Alphabet Inc Class C cs (GOOG) | 4.3 | $7.5M | 7.3k | 1031.76 | |
| PPG Industries (PPG) | 4.2 | $7.3M | 65k | 111.61 | |
| Take-Two Interactive Software (TTWO) | 3.8 | $6.7M | 68k | 97.78 | |
| Century Communities (CCS) | 1.8 | $3.2M | 108k | 29.95 | |
| Nexstar Broadcasting (NXST) | 0.3 | $454k | 6.8k | 66.50 |
