Hudson Way Capital Management LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$358.5B
Holdings
18
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KKRKKR & CO INC | 1,270,721 | $62.1B | 17.31% | |
| 2 | LBRDKLIBERTY BROADBAND CORP | 243,038 | $36.5B | 10.18% | |
| 3 | —IHS MARKIT LTD | 340,542 | $33.0B | 9.19% | |
| 4 | LKQ1LKQ CORP | 743,731 | $31.5B | 8.78% | |
| 5 | WSCWILLSCOT MOBIL MINI HLDNG CO | 759,605 | $21.1B | 5.88% | |
| 6 | GILGILDAN ACTIVEWEAR INC | 660,419 | $20.2B | 5.65% | |
| 7 | SMPLSIMPLY GOOD FOODS CO | 596,994 | $18.2B | 5.07% | |
| 8 | VRSNVERISIGN INC | 82,888 | $16.5B | 4.60% | |
| 9 | HP5AEQUITY COMWLTH | 559,193 | $15.5B | 4.34% | |
| 10 | GOOGALPHABET INC | 7,438 | $15.4B | 4.29% | |
| 11 | IBPINSTALLED BLDG PRODS INC | 132,012 | $14.6B | 4.08% | |
| 12 | CPRTCOPART INC | 121,633 | $13.2B | 3.68% | |
| 13 | VICIVICI PPTYS INC | 461,072 | $13.0B | 3.63% | |
| 14 | VVISA INC | 61,296 | $13.0B | 3.62% | |
| 15 | —ALTIMAR ACQUISITION CORP | 1,266,674 | $12.5B | 3.49% | |
| 16 | CHRCHURCHILL DOWNS INC | 35,488 | $8.1B | 2.25% | |
| 17 | DMYDDMY TECHNOLOGY GROUP INC II | 526,815 | $7.7B | 2.16% | |
| 18 | ADBEADOBE SYSTEMS INCORPORATED | 13,520 | $6.4B | 1.79% |