Hudson Way Capital Management LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$171.8B
Holdings
13
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,075,814 | $33.9B | 19.72% | |
| 2 | —IHS MARKIT LTD | 450,651 | $23.2B | 13.53% | |
| 3 | —COTT CORP QUE | 1,367,000 | $22.6B | 13.17% | |
| 4 | —GCI LIBERTY INC | 448,203 | $20.2B | 11.76% | |
| 5 | UNVREURUNIVAR INC | 631,301 | $16.6B | 9.64% | |
| 6 | GOOGALPHABET INC | 8,315 | $9.3B | 5.40% | |
| 7 | UNFUNIFIRST CORP MASS | 49,800 | $8.8B | 5.13% | |
| 8 | CCSCENTURY CMNTYS INC | 258,600 | $8.2B | 4.75% | |
| 9 | SBACSBA COMMUNICATIONS CORP NEW | 48,223 | $8.0B | 4.63% | |
| 10 | NXSTNEXSTAR MEDIA GROUP INC | 95,108 | $7.0B | 4.06% | |
| 11 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 54,947 | $6.5B | 3.79% | |
| 12 | BVBRIGHTVIEW HLDGS INC | 200,000 | $4.4B | 2.56% | |
| 13 | PPGPPG INDS INC | 30,862 | $3.2B | 1.86% |