Hudson Way Capital Management as of March 31, 2022
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 16 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 17.5 | $74M | 1.9M | 39.13 | |
| Kkr & Co (KKR) | 14.0 | $59M | 1.0M | 58.47 | |
| Gildan Activewear Inc Com Cad (GIL) | 9.3 | $39M | 1.1M | 37.48 | |
| Visa Com Cl A (V) | 8.2 | $35M | 156k | 221.77 | |
| S&p Global (SPGI) | 6.9 | $29M | 71k | 410.18 | |
| Churchill Downs (CHDN) | 5.7 | $24M | 109k | 221.78 | |
| Verisign (VRSN) | 5.4 | $23M | 102k | 222.46 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $22M | 48k | 455.62 | |
| P10 Com Cl A (PX) | 4.2 | $18M | 1.5M | 12.12 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.8 | $16M | 120k | 135.32 | |
| LKQ Corporation (LKQ) | 3.8 | $16M | 354k | 45.41 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $16M | 185k | 84.31 | |
| Expedia Group Com New (EXPE) | 3.6 | $15M | 78k | 195.67 | |
| Blue Owl Capital Com Cl A (OWL) | 3.4 | $15M | 1.1M | 12.68 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $13M | 4.6k | 2793.03 | |
| Vici Pptys (VICI) | 2.3 | $9.8M | 345k | 28.46 |
