Hudson Way Capital Management as of Sept. 30, 2020
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 17 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Comwlth Com Sh Ben Int (EQC) | 14.0 | $43M | 1.6M | 26.63 | |
| Kkr & Co (KKR) | 13.8 | $43M | 1.2M | 34.34 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 9.7 | $30M | 210k | 142.87 | |
| Ss&c Technologies Holding (SSNC) | 7.3 | $23M | 374k | 60.52 | |
| Churchill Downs (CHDN) | 6.1 | $19M | 114k | 163.82 | |
| Copart (CPRT) | 5.9 | $18M | 173k | 105.16 | |
| Americold Rlty Tr (COLD) | 5.7 | $18M | 494k | 35.75 | |
| Gci Liberty Com Class A | 5.6 | $17M | 212k | 81.96 | |
| Vici Pptys (VICI) | 4.6 | $14M | 608k | 23.37 | |
| LKQ Corporation (LKQ) | 4.5 | $14M | 499k | 27.73 | |
| Verisign (VRSN) | 4.4 | $14M | 67k | 204.86 | |
| Ihs Markit SHS | 3.8 | $12M | 150k | 78.51 | |
| KBR (KBR) | 3.6 | $11M | 499k | 22.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $11M | 7.1k | 1469.65 | |
| Simply Good Foods (SMPL) | 2.8 | $8.8M | 398k | 22.05 | |
| Moody's Corporation (MCO) | 2.6 | $7.9M | 27k | 289.85 | |
| Visa Com Cl A (V) | 2.2 | $6.7M | 34k | 199.97 |
