Hudson Way Capital Management as of Dec. 31, 2020
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 16 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Broadband Corp Com Ser C (LBRDK) | 14.8 | $52M | 328k | 158.37 | |
| Kkr & Co (KKR) | 14.8 | $52M | 1.3M | 40.49 | |
| Equity Comwlth Com Sh Ben Int (EQC) | 10.3 | $36M | 1.3M | 27.28 | |
| Ss&c Technologies Holding (SSNC) | 6.7 | $24M | 325k | 72.75 | |
| LKQ Corporation (LKQ) | 6.4 | $23M | 640k | 35.24 | |
| Simply Good Foods (SMPL) | 6.4 | $22M | 714k | 31.36 | |
| Copart (CPRT) | 6.1 | $21M | 167k | 127.25 | |
| Ihs Markit SHS | 6.0 | $21M | 236k | 89.83 | |
| Americold Rlty Tr (COLD) | 5.2 | $18M | 487k | 37.33 | |
| Verisign (VRSN) | 4.8 | $17M | 78k | 216.39 | |
| Vici Pptys (VICI) | 4.4 | $15M | 605k | 25.50 | |
| Churchill Downs (CHDN) | 4.1 | $14M | 74k | 194.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $13M | 7.1k | 1751.83 | |
| Gildan Activewear Inc Com Cad (GIL) | 3.1 | $11M | 382k | 28.01 | |
| Visa Com Cl A (V) | 1.9 | $6.8M | 31k | 218.74 | |
| Dmy Technology Group Inc Ii Com Cl A | 1.4 | $4.8M | 273k | 17.59 |
