Hudson Way Capital Management

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 Share Count Change in Shares Price
Equity Commonwealth 18.64 1.06M 30.01
Kkr & Co Lp 12.07 1.05M 19.63
Churchill Downs (CHDN) 11.92 83600 243.94
Gci Liberty Incorporated Com 11.90 494974 41.16
LKQ Corporation (LKQX) 7.65 552097 23.73
Ihs Markit Ltd Shs stock 6.01 214275 47.97
Sba Communications Corp Com stock 5.80 61314 161.89
Aramark Hldgs 5.60 330880 28.97
Alphabet Inc Class C cs 4.78 7896 1035.59
Tyler Technologies (TYL) 4.01 36900 185.83
Take-Two Interactive Software (TTWO) 3.51 58347 102.94
Nexstar Broadcasting (NXST) 3.32 72164 78.64
Bandwidth Inc. 3.12 130966 40.75
Interactive Brokers (IBKR) 1.68 52678 54.65