Hudson Way Capital Management as of June 30, 2020
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 18 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Comwlth Com Sh Ben Int (EQC) | 13.5 | $39M | 1.2M | 32.20 | |
| Kkr & Co (KKR) | 12.9 | $37M | 1.2M | 30.88 | |
| Ss&c Technologies Holding (SSNC) | 8.9 | $26M | 451k | 56.48 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 8.8 | $25M | 203k | 123.96 | |
| Americold Rlty Tr (COLD) | 7.0 | $20M | 555k | 36.30 | |
| Copart (CPRT) | 5.6 | $16M | 193k | 83.27 | |
| Gci Liberty Com Class A | 5.3 | $15M | 212k | 71.12 | |
| Churchill Downs (CHDN) | 5.0 | $14M | 108k | 133.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $14M | 10k | 1413.60 | |
| Ihs Markit SHS | 4.3 | $12M | 165k | 75.50 | |
| Vici Pptys (VICI) | 4.0 | $11M | 560k | 20.19 | |
| KBR (KBR) | 3.9 | $11M | 499k | 22.55 | |
| Univar | 3.5 | $9.9M | 587k | 16.86 | |
| Visa Com Cl A (V) | 3.1 | $8.9M | 46k | 193.18 | |
| Cintas Corporation (CTAS) | 2.9 | $8.2M | 31k | 266.37 | |
| LKQ Corporation (LKQ) | 2.5 | $7.2M | 274k | 26.20 | |
| Bandwidth Com Cl A (BAND) | 2.0 | $5.7M | 45k | 127.01 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $5.2M | 12k | 435.28 |
