Hudson Way Capital Management LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$286.1B
Holdings
18
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,198,287 | $38.6B | 13.49% | |
| 2 | KKRKKR & CO INC | 1,191,721 | $36.8B | 12.86% | |
| 3 | SSNCSS&C TECHNOLOGIES HLDGS INC | 450,860 | $25.5B | 8.90% | |
| 4 | LBRDKLIBERTY BROADBAND CORP | 203,280 | $25.2B | 8.81% | |
| 5 | COLDAMERICOLD RLTY TR | 555,235 | $20.2B | 7.04% | |
| 6 | CPRTCOPART INC | 192,637 | $16.0B | 5.61% | |
| 7 | —GCI LIBERTY INC | 212,120 | $15.1B | 5.27% | |
| 8 | CHRCHURCHILL DOWNS INC | 108,096 | $14.4B | 5.03% | |
| 9 | GOOGALPHABET INC | 10,104 | $14.3B | 4.99% | |
| 10 | —IHS MARKIT LTD | 164,820 | $12.4B | 4.35% | |
| 11 | VICIVICI PPTYS INC | 560,091 | $11.3B | 3.95% | |
| 12 | K6BKBR INC | 498,651 | $11.2B | 3.93% | |
| 13 | UNVREURUNIVAR SOLUTIONS INC | 586,502 | $9.9B | 3.46% | |
| 14 | VVISA INC | 46,258 | $8.9B | 3.12% | |
| 15 | CITCINTAS CORP | 30,893 | $8.2B | 2.88% | |
| 16 | LKQ1LKQ CORP | 274,404 | $7.2B | 2.51% | |
| 17 | BANDBANDWIDTH INC | 44,792 | $5.7B | 1.99% | |
| 18 | ADBEADOBE INC | 11,882 | $5.2B | 1.81% |