Hudson Way Capital Management as of Dec. 31, 2018
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 14 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Commonwealth (EQC) | 18.6 | $32M | 1.1M | 30.01 | |
| Kkr & Co (KKR) | 12.1 | $21M | 1.1M | 19.63 | |
| Churchill Downs (CHDN) | 11.9 | $20M | 84k | 243.94 | |
| Gci Liberty Incorporated | 11.9 | $20M | 495k | 41.16 | |
| LKQ Corporation (LKQ) | 7.7 | $13M | 552k | 23.73 | |
| Ihs Markit | 6.0 | $10M | 214k | 47.97 | |
| Sba Communications Corp (SBAC) | 5.8 | $9.9M | 61k | 161.89 | |
| Aramark Hldgs (ARMK) | 5.6 | $9.6M | 331k | 28.97 | |
| Alphabet Inc Class C cs (GOOG) | 4.8 | $8.2M | 7.9k | 1035.59 | |
| Tyler Technologies (TYL) | 4.0 | $6.9M | 37k | 185.83 | |
| Take-Two Interactive Software (TTWO) | 3.5 | $6.0M | 58k | 102.94 | |
| Nexstar Broadcasting (NXST) | 3.3 | $5.7M | 72k | 78.64 | |
| Bandwidth (BAND) | 3.1 | $5.3M | 131k | 40.75 | |
| Interactive Brokers (IBKR) | 1.7 | $2.9M | 53k | 54.65 |
