Hudson Way Capital Management LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$423.9B
Holdings
16
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,896,616 | $74.2B | 17.51% | |
| 2 | KKRKKR & CO INC | 1,014,593 | $59.3B | 14.00% | |
| 3 | GILGILDAN ACTIVEWEAR INC | 1,051,141 | $39.4B | 9.29% | |
| 4 | VVISA INC | 156,180 | $34.6B | 8.17% | |
| 5 | SPGIS&P GLOBAL INC | 71,276 | $29.2B | 6.90% | |
| 6 | CHRCHURCHILL DOWNS INC | 109,106 | $24.2B | 5.71% | |
| 7 | VRSNVERISIGN INC | 102,197 | $22.7B | 5.36% | |
| 8 | ADBEADOBE SYSTEMS INCORPORATED | 47,963 | $21.9B | 5.16% | |
| 9 | RPCP10 INC | 1,485,764 | $18.0B | 4.25% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 120,008 | $16.2B | 3.83% | |
| 11 | LKQ1LKQ CORP | 353,605 | $16.1B | 3.79% | |
| 12 | SCHWSCHWAB CHARLES CORP | 185,397 | $15.6B | 3.69% | |
| 13 | EXPEEXPEDIA GROUP INC | 78,329 | $15.3B | 3.62% | |
| 14 | OWLBLUE OWL CAPITAL INC | 1,141,234 | $14.5B | 3.41% | |
| 15 | GOOGALPHABET INC | 4,561 | $12.7B | 3.01% | |
| 16 | VICIVICI PPTYS INC | 344,552 | $9.8B | 2.31% |