Hudson Way Capital Management LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$165.2B
Holdings
13
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 959,629 | $30.0B | 18.14% | |
| 2 | —IHS MARKIT LTD | 670,225 | $28.1B | 17.02% | |
| 3 | SBACSBA COMMUNICATIONS CORP NEW | 168,706 | $20.3B | 12.29% | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 541,702 | $18.8B | 11.39% | |
| 5 | CHTRCHARTER COMMUNICATIONS INC N | 43,350 | $14.2B | 8.59% | |
| 6 | GOOGALPHABET INC | 11,608 | $9.6B | 5.83% | |
| 7 | PPGPPG INDS INC | 83,567 | $8.8B | 5.32% | |
| 8 | EXPEEXPEDIA INC DEL | 68,705 | $8.7B | 5.25% | |
| 9 | NXSTNEXSTAR MEDIA GROUP INC | 112,749 | $7.9B | 4.79% | |
| 10 | —GENERAL COMMUNICATION INC | 329,242 | $6.8B | 4.15% | |
| 11 | —COMMERCEHUB INC | 386,071 | $6.0B | 3.63% | |
| 12 | EVBGEUREVERBRIDGE INC | 230,689 | $4.7B | 2.87% | |
| 13 | —COMMERCEHUB INC | 79,323 | $1.2B | 0.74% |