Hudson Way Capital Management as of June 30, 2019
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 15 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 17.1 | $35M | 306k | 115.07 | |
| Kkr & Co Cl A (KKR) | 15.4 | $32M | 1.3M | 25.27 | |
| Equity Comwlth Com Sh Ben Int (EQC) | 15.1 | $31M | 954k | 32.52 | |
| Gci Liberty Com Class A | 10.9 | $22M | 364k | 61.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $13M | 12k | 1080.91 | |
| Bandwidth Com Cl A (BAND) | 5.8 | $12M | 160k | 75.02 | |
| Visa Com Cl A (V) | 5.3 | $11M | 63k | 173.55 | |
| LKQ Corporation (LKQ) | 4.4 | $9.0M | 340k | 26.61 | |
| Zillow Group Cl C Cap Stk (Z) | 4.3 | $8.9M | 191k | 46.39 | |
| Ihs Markit SHS | 4.2 | $8.7M | 137k | 63.72 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.4 | $7.0M | 450k | 15.50 | |
| Americold Rlty Tr (COLD) | 3.3 | $6.9M | 212k | 32.42 | |
| Charles Schwab Corporation (SCHW) | 1.9 | $3.9M | 96k | 40.19 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.4 | $2.9M | 28k | 104.22 | |
| Sba Communications Corp Cl A (SBAC) | 1.2 | $2.5M | 11k | 224.81 |
