Hudson Way Capital Management as of March 31, 2020
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 17 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Comwlth Com Sh Ben Int (EQC) | 16.2 | $35M | 1.1M | 31.71 | |
| Churchill Downs (CHDN) | 15.8 | $34M | 331k | 102.95 | |
| Kkr & Co Cl A (KKR) | 12.4 | $27M | 1.1M | 23.47 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 9.0 | $20M | 177k | 110.72 | |
| LKQ Corporation (LKQ) | 6.5 | $14M | 680k | 20.51 | |
| Ss&c Technologies Holding (SSNC) | 5.4 | $12M | 268k | 43.82 | |
| Visa Com Cl A (V) | 5.1 | $11M | 69k | 161.13 | |
| Gci Liberty Com Class A | 5.0 | $11M | 189k | 56.97 | |
| KBR (KBR) | 4.3 | $9.4M | 453k | 20.68 | |
| Americold Rlty Tr (COLD) | 4.3 | $9.3M | 274k | 34.04 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $6.6M | 21k | 318.26 | |
| Bandwidth Com Cl A (BAND) | 3.0 | $6.4M | 96k | 67.29 | |
| Primo Water (PRMW) | 2.8 | $6.1M | 675k | 9.06 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $5.4M | 4.6k | 1162.91 | |
| Gildan Activewear Inc Com Cad (GIL) | 2.3 | $4.9M | 387k | 12.76 | |
| Copart (CPRT) | 1.3 | $2.9M | 42k | 68.53 | |
| Ihs Markit SHS | 1.0 | $2.1M | 35k | 59.99 |
