Hudson Way Capital Management as of June 30, 2021
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 17 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 16.9 | $67M | 1.1M | 59.24 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 9.6 | $38M | 1.4M | 27.87 | |
| Ihs Markit SHS | 9.0 | $35M | 315k | 112.66 | |
| LKQ Corporation (LKQ) | 8.5 | $34M | 682k | 49.22 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 8.4 | $33M | 191k | 173.66 | |
| Gildan Activewear Inc Com Cad (GIL) | 7.6 | $30M | 812k | 36.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $19M | 7.6k | 2506.28 | |
| Verisign (VRSN) | 4.8 | $19M | 83k | 227.69 | |
| Blue Owl Capital Com Cl A (OWL) | 4.3 | $17M | 1.3M | 12.88 | |
| Simply Good Foods (SMPL) | 4.1 | $16M | 444k | 36.51 | |
| Copart (CPRT) | 3.8 | $15M | 115k | 131.83 | |
| Visa Com Cl A (V) | 3.6 | $14M | 61k | 233.82 | |
| Churchill Downs (CHDN) | 3.6 | $14M | 71k | 198.26 | |
| Expedia Group Com New (EXPE) | 3.2 | $13M | 78k | 163.71 | |
| Charles Schwab Corporation (SCHW) | 3.1 | $12M | 169k | 72.81 | |
| Vici Pptys (VICI) | 2.9 | $12M | 375k | 31.02 | |
| Genius Sports Shares Cl A (GENI) | 1.9 | $7.6M | 407k | 18.77 |
