Hudson Way Capital Management LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$308.8B
Holdings
17
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,621,751 | $43.2B | 13.99% | |
| 2 | KKRKKR & CO INC | 1,238,521 | $42.5B | 13.77% | |
| 3 | LBRDKLIBERTY BROADBAND CORP | 210,280 | $30.0B | 9.73% | |
| 4 | SSNCSS&C TECHNOLOGIES HLDGS INC | 373,709 | $22.6B | 7.32% | |
| 5 | CHRCHURCHILL DOWNS INC | 114,096 | $18.7B | 6.05% | |
| 6 | CPRTCOPART INC | 172,818 | $18.2B | 5.89% | |
| 7 | COLDAMERICOLD RLTY TR | 494,252 | $17.7B | 5.72% | |
| 8 | —GCI LIBERTY INC | 212,120 | $17.4B | 5.63% | |
| 9 | VICIVICI PPTYS INC | 607,803 | $14.2B | 4.60% | |
| 10 | LKQ1LKQ CORP | 499,404 | $13.8B | 4.48% | |
| 11 | VRSNVERISIGN INC | 66,671 | $13.7B | 4.42% | |
| 12 | —IHS MARKIT LTD | 149,820 | $11.8B | 3.81% | |
| 13 | K6BKBR INC | 498,651 | $11.2B | 3.61% | |
| 14 | GOOGALPHABET INC | 7,116 | $10.5B | 3.39% | |
| 15 | SMPLSIMPLY GOOD FOODS CO | 398,125 | $8.8B | 2.84% | |
| 16 | MCOMOODYS CORP | 27,314 | $7.9B | 2.56% | |
| 17 | VVISA INC | 33,630 | $6.7B | 2.18% |