Hudson Way Capital Management as of March 31, 2019
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 15 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Commonwealth (EQC) | 16.2 | $31M | 955k | 32.69 | |
| Kkr & Co (KKR) | 13.9 | $27M | 1.1M | 23.49 | |
| Churchill Downs (CHDN) | 13.2 | $25M | 282k | 90.26 | |
| Gci Liberty Incorporated | 12.7 | $25M | 441k | 55.61 | |
| Bandwidth (BAND) | 8.7 | $17M | 252k | 66.96 | |
| Alphabet Inc Class C cs (GOOG) | 6.8 | $13M | 11k | 1173.27 | |
| LKQ Corporation (LKQ) | 6.1 | $12M | 412k | 28.38 | |
| Visa (V) | 4.9 | $9.5M | 61k | 156.19 | |
| Ihs Markit | 4.2 | $8.0M | 147k | 54.38 | |
| Sba Communications Corp (SBAC) | 4.1 | $7.9M | 39k | 199.65 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.8 | $7.4M | 538k | 13.66 | |
| Tyler Technologies (TYL) | 1.7 | $3.2M | 16k | 204.43 | |
| Cott Corp | 1.5 | $2.9M | 195k | 14.61 | |
| Liberty Broadband Cl C (LBRDK) | 1.2 | $2.3M | 26k | 91.73 | |
| Charles Schwab Corporation (SCHW) | 1.0 | $2.0M | 46k | 42.77 |
