Hudson Way Capital Management

Hudson Way Capital Management as of Dec. 31, 2018

Portfolio Holdings for Hudson Way Capital Management

Companies in the Hudson Way Capital Management portfolio as of 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 (GLIBA) 11.9 $20M 495k 41.16
LKQ Corporation (LKQ) 7.7 $13M 552k 23.73
Ihs Markit (INFO) 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