Hudson Way Capital Management as of June 30, 2018
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 13 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Commonwealth (EQC) | 19.7 | $34M | 1.1M | 31.50 | |
| Ihs Markit | 13.5 | $23M | 451k | 51.59 | |
| Cott Corp | 13.2 | $23M | 1.4M | 16.55 | |
| Gci Liberty Incorporated | 11.8 | $20M | 448k | 45.08 | |
| Univar | 9.6 | $17M | 631k | 26.24 | |
| Alphabet Inc Class C cs (GOOG) | 5.4 | $9.3M | 8.3k | 1115.69 | |
| UniFirst Corporation (UNF) | 5.1 | $8.8M | 50k | 176.91 | |
| Century Communities (CCS) | 4.8 | $8.2M | 259k | 31.55 | |
| Sba Communications Corp (SBAC) | 4.6 | $8.0M | 48k | 165.13 | |
| Nexstar Broadcasting (NXST) | 4.1 | $7.0M | 95k | 73.40 | |
| Take-Two Interactive Software (TTWO) | 3.8 | $6.5M | 55k | 118.37 | |
| Brightview Holdings (BV) | 2.6 | $4.4M | 200k | 21.95 | |
| PPG Industries (PPG) | 1.9 | $3.2M | 31k | 103.72 |
