Hudson Way Capital Management as of Sept. 30, 2021
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 17 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 15.8 | $65M | 1.1M | 60.88 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 14.6 | $60M | 1.9M | 31.72 | |
| Gildan Activewear Inc Com Cad (GIL) | 7.4 | $30M | 828k | 36.51 | |
| Ihs Markit SHS | 7.2 | $29M | 252k | 116.62 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.1 | $29M | 168k | 172.70 | |
| Blue Owl Capital Com Cl A (OWL) | 6.5 | $27M | 1.7M | 15.56 | |
| LKQ Corporation (LKQ) | 6.4 | $26M | 522k | 50.32 | |
| Churchill Downs (CHDN) | 5.8 | $24M | 98k | 240.08 | |
| Verisign (VRSN) | 5.3 | $22M | 106k | 205.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $18M | 6.8k | 2665.25 | |
| Hillman Solutions Corp (HLMN) | 3.3 | $14M | 1.1M | 11.93 | |
| Expedia Group Com New (EXPE) | 3.2 | $13M | 80k | 163.91 | |
| Simply Good Foods (SMPL) | 3.2 | $13M | 380k | 34.49 | |
| Vici Pptys (VICI) | 3.1 | $13M | 446k | 28.41 | |
| Charles Schwab Corporation (SCHW) | 2.9 | $12M | 164k | 72.84 | |
| Visa Com Cl A (V) | 2.4 | $10M | 45k | 222.75 | |
| Avantor (AVTR) | 1.5 | $6.1M | 150k | 40.90 |
