Hudson Way Capital Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$365.7B
Holdings
14
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,646,595 | $66.4B | 18.16% | |
| 2 | KKRKKR & CO INC | 1,057,700 | $45.5B | 12.44% | |
| 3 | CHRCHURCHILL DOWNS INC | 198,690 | $36.6B | 10.00% | |
| 4 | SPGIS&P GLOBAL INC | 103,741 | $31.7B | 8.66% | |
| 5 | T7DTRANSDIGM GROUP INC | 59,736 | $31.4B | 8.57% | |
| 6 | VVISA INC | 152,245 | $27.0B | 7.39% | |
| 7 | GILGILDAN ACTIVEWEAR INC | 800,291 | $22.6B | 6.19% | |
| 8 | VRSNVERISIGN INC | 116,812 | $20.3B | 5.55% | |
| 9 | SCHWSCHWAB CHARLES CORP | 259,855 | $18.7B | 5.11% | |
| 10 | GOOGALPHABET INC | 173,495 | $16.7B | 4.56% | |
| 11 | RPCP10 INC | 1,550,764 | $16.3B | 4.46% | |
| 12 | VICIVICI PPTYS INC | 508,226 | $15.2B | 4.15% | |
| 13 | K6BKBR INC | 267,951 | $11.6B | 3.17% | |
| 14 | LKQ1LKQ CORP | 124,212 | $5.9B | 1.60% |