Hudson Way Capital Management as of Sept. 30, 2019
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 16 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 18.1 | $41M | 331k | 123.46 | |
| Kkr & Co (KKR) | 14.2 | $32M | 1.2M | 26.85 | |
| Equity Commonwealth (EQC) | 13.7 | $31M | 901k | 34.25 | |
| Gci Liberty Incorporated | 8.9 | $20M | 324k | 62.07 | |
| Alphabet Inc Class C cs (GOOG) | 6.1 | $14M | 11k | 1218.99 | |
| KBR (KBR) | 5.9 | $13M | 547k | 24.54 | |
| LKQ Corporation (LKQ) | 5.0 | $11M | 356k | 31.45 | |
| Americold Rlty Tr (COLD) | 4.7 | $11M | 285k | 37.07 | |
| Visa (V) | 4.2 | $9.6M | 56k | 172.01 | |
| Ihs Markit | 4.0 | $9.2M | 137k | 66.88 | |
| Charles Schwab Corporation (SCHW) | 3.6 | $8.2M | 197k | 41.83 | |
| Ss&c Technologies Holding (SSNC) | 3.2 | $7.1M | 139k | 51.57 | |
| Bandwidth (BAND) | 3.1 | $7.1M | 109k | 65.11 | |
| Liberty Broadband Cl C (LBRDK) | 2.4 | $5.3M | 51k | 104.67 | |
| Blackstone Group Inc Com Cl A (BX) | 2.1 | $4.8M | 98k | 48.84 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.8M | 6.5k | 276.28 |
