Hudson Way Capital Management LLC Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$175.7B
Holdings
14
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,142,125 | $35.0B | 19.94% | |
| 2 | —IHS MARKIT LTD | 479,151 | $23.1B | 13.16% | |
| 3 | —COTT CORP QUE | 1,365,900 | $20.1B | 11.44% | |
| 4 | —GCI LIBERTY INC | 344,523 | $18.2B | 10.37% | |
| 5 | UNVREURUNIVAR INC | 551,001 | $15.3B | 8.70% | |
| 6 | SBACSBA COMMUNICATIONS CORP NEW | 84,086 | $14.4B | 8.18% | |
| 7 | IBKRINTERACTIVE BROKERS GROUP IN | 130,652 | $8.8B | 5.00% | |
| 8 | UNFUNIFIRST CORP MASS | 48,700 | $7.9B | 4.48% | |
| 9 | NUANEURNUANCE COMMUNICATIONS INC | 490,200 | $7.7B | 4.39% | |
| 10 | GOOGALPHABET INC | 7,305 | $7.5B | 4.29% | |
| 11 | PPGPPG INDS INC | 65,301 | $7.3B | 4.15% | |
| 12 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 68,347 | $6.7B | 3.80% | |
| 13 | CCSCENTURY CMNTYS INC | 107,700 | $3.2B | 1.84% | |
| 14 | NXSTNEXSTAR MEDIA GROUP INC | 6,827 | $454.0M | 0.26% |