Hudson Way Capital Management as of March 31, 2021
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 18 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 17.3 | $62M | 1.3M | 48.85 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 10.2 | $37M | 243k | 150.15 | |
| Ihs Markit SHS | 9.2 | $33M | 341k | 96.78 | |
| LKQ Corporation (LKQ) | 8.8 | $32M | 744k | 42.33 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 5.9 | $21M | 760k | 27.75 | |
| Gildan Activewear Inc Com Cad (GIL) | 5.6 | $20M | 660k | 30.66 | |
| Simply Good Foods (SMPL) | 5.1 | $18M | 597k | 30.42 | |
| Verisign (VRSN) | 4.6 | $17M | 83k | 198.76 | |
| Equity Comwlth Com Sh Ben Int (EQC) | 4.3 | $16M | 559k | 27.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $15M | 7.4k | 2068.57 | |
| Installed Bldg Prods (IBP) | 4.1 | $15M | 132k | 110.88 | |
| Copart (CPRT) | 3.7 | $13M | 122k | 108.61 | |
| Vici Pptys (VICI) | 3.6 | $13M | 461k | 28.24 | |
| Visa Com Cl A (V) | 3.6 | $13M | 61k | 211.73 | |
| Altimar Acquisition Corp Shs Cl A | 3.5 | $13M | 1.3M | 9.88 | |
| Churchill Downs (CHDN) | 2.3 | $8.1M | 36k | 227.43 | |
| Dmy Technology Group Inc Ii Com Cl A | 2.2 | $7.7M | 527k | 14.71 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $6.4M | 14k | 475.37 |
