Hudson Way Capital Management LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$225.9B
Holdings
16
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHRCHURCHILL DOWNS INC | 330,742 | $40.8B | 18.08% | |
| 2 | KKRKKR & CO INC | 1,193,405 | $32.0B | 14.19% | |
| 3 | HP5AEQUITY COMWLTH | 900,983 | $30.9B | 13.66% | |
| 4 | —GCI LIBERTY INC | 323,557 | $20.1B | 8.89% | |
| 5 | GOOGALPHABET INC | 11,270 | $13.7B | 6.08% | |
| 6 | K6BKBR INC | 546,600 | $13.4B | 5.94% | |
| 7 | LKQ1LKQ CORP | 355,934 | $11.2B | 4.96% | |
| 8 | COLDAMERICOLD RLTY TR | 285,382 | $10.6B | 4.68% | |
| 9 | VVISA INC | 55,850 | $9.6B | 4.25% | |
| 10 | —IHS MARKIT LTD | 136,822 | $9.2B | 4.05% | |
| 11 | SCHWTHE CHARLES SCHWAB CORPORATI | 197,175 | $8.2B | 3.65% | |
| 12 | SSNCSS&C TECHNOLOGIES HLDGS INC | 138,620 | $7.1B | 3.16% | |
| 13 | BANDBANDWIDTH INC | 109,127 | $7.1B | 3.15% | |
| 14 | LBRDKLIBERTY BROADBAND CORP | 50,700 | $5.3B | 2.35% | |
| 15 | BXBLACKSTONE GROUP INC | 98,323 | $4.8B | 2.13% | |
| 16 | ADBEADOBE INC | 6,450 | $1.8B | 0.79% |