Hudson Way Capital Management as of Dec. 31, 2019
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 16 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 17.8 | $45M | 331k | 137.20 | |
| Kkr & Co (KKR) | 12.5 | $32M | 1.1M | 29.17 | |
| Equity Commonwealth (EQC) | 11.3 | $29M | 879k | 32.83 | |
| KBR (KBR) | 10.4 | $27M | 869k | 30.50 | |
| Gci Liberty Incorporated | 9.2 | $23M | 331k | 70.85 | |
| Alphabet Inc Class C cs (GOOG) | 5.3 | $14M | 10k | 1337.01 | |
| LKQ Corporation (LKQ) | 5.3 | $13M | 376k | 35.70 | |
| Charles Schwab Corporation (SCHW) | 4.7 | $12M | 251k | 47.56 | |
| Ihs Markit | 4.4 | $11M | 148k | 75.35 | |
| Ss&c Technologies Holding (SSNC) | 4.1 | $11M | 171k | 61.40 | |
| Visa (V) | 3.2 | $8.2M | 44k | 187.91 | |
| Americold Rlty Tr (COLD) | 3.1 | $7.9M | 226k | 35.06 | |
| Gildan Activewear Inc Com Cad (GIL) | 3.0 | $7.8M | 264k | 29.53 | |
| Bandwidth (BAND) | 2.8 | $7.0M | 110k | 64.05 | |
| Liberty Broadband Cl C (LBRDK) | 2.6 | $6.6M | 53k | 125.75 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $586k | 11k | 55.95 |
