Hudson Way Capital Management as of Sept. 30, 2018
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 15 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Commonwealth (EQC) | 17.6 | $35M | 1.1M | 32.09 | |
| Kkr & Co (KKR) | 13.7 | $27M | 983k | 27.27 | |
| Gci Liberty Incorporated | 12.2 | $24M | 469k | 51.00 | |
| Univar | 11.1 | $22M | 707k | 30.66 | |
| Ihs Markit | 8.3 | $16M | 301k | 53.96 | |
| Aramark Hldgs (ARMK) | 5.5 | $11M | 252k | 43.02 | |
| Churchill Downs (CHDN) | 5.2 | $10M | 37k | 277.70 | |
| LKQ Corporation (LKQ) | 5.0 | $9.7M | 308k | 31.67 | |
| Take-Two Interactive Software (TTWO) | 4.2 | $8.3M | 60k | 137.99 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $8.1M | 6.8k | 1193.41 | |
| Nexstar Broadcasting (NXST) | 3.9 | $7.7M | 95k | 81.40 | |
| UniFirst Corporation (UNF) | 3.8 | $7.4M | 43k | 173.66 | |
| Sba Communications Corp (SBAC) | 2.6 | $5.0M | 31k | 160.64 | |
| Century Communities (CCS) | 2.6 | $5.0M | 191k | 26.25 | |
| Brightview Holdings (BV) | 0.3 | $546k | 34k | 16.06 |
