Hudson Way Capital Management

Portfolio Holdings for Hudson Way Capital Management

Companies in the Hudson Way Capital Management portfolio as of the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Equity Commonwealth 16.19 955123 32.69
Kkr & Co Lp 13.95 1.15M 23.49
Churchill Downs (CHDN) 13.18 281592 90.26
Gci Liberty Incorporated Com 12.72 441096 55.61
Bandwidth Inc. 8.74 251821 66.96
Alphabet Inc Class C cs 6.80 11179 1173.27
LKQ Corporation (LKQX) 6.06 411934 28.38
Visa (V) 4.93 60900 156.19
Ihs Markit Ltd Shs stock 4.15 147375 54.38
Sba Communications Corp Com stock 4.08 39374 199.65
Onespaworld Holdings Ltd onespaworld hold 3.81 538348 13.66
Tyler Technologies (TYL) 1.67 15800 204.43
Cott Corp 1.48 195200 14.61
Liberty Broadband Cl C 1.21 25500 91.73
Charles Schwab Corporation (SCHW) 1.02 45994 42.77