Hudson Way Capital Management LLC Q4 2018 Filing
Filed February 12, 2019
Portfolio Value
$171.2B
Holdings
14
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HP5AEQUITY COMWLTH | 1,063,107 | $31.9B | 18.64% | |
| 2 | KKRKKR & CO INC | 1,052,568 | $20.7B | 12.07% | |
| 3 | CHRCHURCHILL DOWNS INC | 83,600 | $20.4B | 11.91% | |
| 4 | —GCI LIBERTY INC | 494,974 | $20.4B | 11.90% | |
| 5 | LKQ1LKQ CORP | 552,097 | $13.1B | 7.65% | |
| 6 | —IHS MARKIT LTD | 214,275 | $10.3B | 6.01% | |
| 7 | SBACSBA COMMUNICATIONS CORP NEW | 61,314 | $9.9B | 5.80% | |
| 8 | ARMKARAMARK | 330,880 | $9.6B | 5.60% | |
| 9 | GOOGALPHABET INC | 7,896 | $8.2B | 4.78% | |
| 10 | TYLTYLER TECHNOLOGIES INC | 36,900 | $6.9B | 4.01% | |
| 11 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 58,347 | $6.0B | 3.51% | |
| 12 | NXSTNEXSTAR MEDIA GROUP INC | 72,164 | $5.7B | 3.32% | |
| 13 | BANDBANDWIDTH INC | 130,966 | $5.3B | 3.12% | |
| 14 | IBKRINTERACTIVE BROKERS GROUP IN | 52,678 | $2.9B | 1.68% |