Hudson Way Capital Management as of June 30, 2022
Portfolio Holdings for Hudson Way Capital Management
Hudson Way Capital Management holds 16 positions in its portfolio as reported in the June 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) | 16.3 | $60M | 1.8M | 32.42 | |
| Kkr & Co (KKR) | 15.8 | $58M | 1.3M | 46.29 | |
| S&p Global (SPGI) | 9.5 | $35M | 104k | 337.06 | |
| Churchill Downs (CHDN) | 9.0 | $33M | 174k | 191.53 | |
| Gildan Activewear Inc Com Cad (GIL) | 8.3 | $30M | 1.1M | 28.78 | |
| Visa Com Cl A (V) | 8.1 | $30M | 152k | 196.89 | |
| P10 Com Cl A (PX) | 4.5 | $17M | 1.5M | 11.12 | |
| Verisign (VRSN) | 4.2 | $15M | 92k | 167.33 | |
| Vici Pptys (VICI) | 4.1 | $15M | 505k | 29.79 | |
| LKQ Corporation (LKQ) | 4.0 | $15M | 297k | 49.09 | |
| Charles Schwab Corporation (SCHW) | 3.8 | $14M | 223k | 63.18 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.4 | $13M | 110k | 115.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $12M | 5.3k | 2187.42 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $10M | 28k | 366.07 | |
| TransDigm Group Incorporated (TDG) | 1.7 | $6.4M | 12k | 536.68 | |
| Blue Owl Capital Com Cl A (OWL) | 1.5 | $5.4M | 542k | 10.03 |
