Hudson Way Capital Management LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$166.0B
Holdings
13
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,142,024 | $34.8B | 20.99% | |
| 2 | —IHS MARKIT LTD | 434,651 | $19.6B | 11.82% | |
| 3 | SBACSBA COMMUNICATIONS CORP NEW | 115,940 | $18.9B | 11.41% | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 301,052 | $17.8B | 10.74% | |
| 5 | —GENERAL COMMUNICATION INC | 445,666 | $17.4B | 10.47% | |
| 6 | PPGPPG INDS INC | 84,101 | $9.8B | 5.92% | |
| 7 | GOOGALPHABET INC | 9,138 | $9.6B | 5.76% | |
| 8 | NXSTNEXSTAR MEDIA GROUP INC | 122,263 | $9.6B | 5.76% | |
| 9 | UNVREURUNIVAR INC | 282,001 | $8.7B | 5.26% | |
| 10 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 76,347 | $8.4B | 5.05% | |
| 11 | —BROADSOFT INC | 122,591 | $6.7B | 4.05% | |
| 12 | UNFUNIFIRST CORP MASS | 20,000 | $3.3B | 1.99% | |
| 13 | NUANEURNUANCE COMMUNICATIONS INC | 80,000 | $1.3B | 0.79% |