Hudson Way Capital Management LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$192.9B
Holdings
15
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 955,123 | $31.2B | 16.19% | |
| 2 | KKRKKR & CO INC | 1,145,844 | $26.9B | 13.95% | |
| 3 | CHRCHURCHILL DOWNS INC | 281,592 | $25.4B | 13.18% | |
| 4 | —GCI LIBERTY INC | 441,096 | $24.5B | 12.72% | |
| 5 | BANDBANDWIDTH INC | 251,821 | $16.9B | 8.74% | |
| 6 | GOOGALPHABET INC | 11,179 | $13.1B | 6.80% | |
| 7 | LKQ1LKQ CORP | 411,934 | $11.7B | 6.06% | |
| 8 | VVISA INC | 60,900 | $9.5B | 4.93% | |
| 9 | —IHS MARKIT LTD | 147,375 | $8.0B | 4.15% | |
| 10 | SBACSBA COMMUNICATIONS CORP NEW | 39,374 | $7.9B | 4.08% | |
| 11 | OSWONESPAWORLD HOLDINGS LIMITED | 538,348 | $7.4B | 3.81% | |
| 12 | TYLTYLER TECHNOLOGIES INC | 15,800 | $3.2B | 1.67% | |
| 13 | —COTT CORP QUE | 195,200 | $2.9B | 1.48% | |
| 14 | LBRDKLIBERTY BROADBAND CORP | 25,500 | $2.3B | 1.21% | |
| 15 | SCHWTHE CHARLES SCHWAB CORPORATI | 45,994 | $2.0B | 1.02% |