Hudson Way Capital Management as of Dec. 31, 2021
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 17 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 17.6 | $78M | 1.9M | 40.84 | |
| Kkr & Co (KKR) | 16.1 | $71M | 950k | 74.50 | |
| Gildan Activewear Inc Com Cad (GIL) | 8.4 | $37M | 873k | 42.39 | |
| Ihs Markit SHS | 7.2 | $32M | 238k | 132.92 | |
| Churchill Downs (CHDN) | 6.0 | $26M | 109k | 240.90 | |
| Verisign (VRSN) | 5.4 | $24M | 93k | 253.82 | |
| LKQ Corporation (LKQ) | 5.1 | $23M | 376k | 60.03 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.1 | $22M | 139k | 161.10 | |
| P10 Com Cl A (PX) | 5.0 | $22M | 1.6M | 13.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $20M | 6.8k | 2893.54 | |
| Blue Owl Capital Com Cl A (OWL) | 4.0 | $18M | 1.2M | 14.91 | |
| Charles Schwab Corporation (SCHW) | 3.8 | $17M | 197k | 84.10 | |
| Simply Good Foods (SMPL) | 3.2 | $14M | 338k | 41.57 | |
| Expedia Group Com New (EXPE) | 3.0 | $13M | 73k | 180.73 | |
| Visa Com Cl A (V) | 2.2 | $9.6M | 44k | 216.72 | |
| Hillman Solutions Corp (HLMN) | 1.8 | $8.0M | 742k | 10.75 | |
| Vici Pptys (VICI) | 1.6 | $7.2M | 238k | 30.11 |
