$137 Million is the total value of Hudson Way Capital Management LLC's 13 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EQC | New | EQUITY COMWLTH | $27,835,000 | – | 920,459 | +100.0% | 20.33% | – |
| INFO | New | IHS MARKIT LTD | $21,640,000 | – | 611,134 | +100.0% | 15.81% | – |
| SBAC | New | SBA COMMUNICATIONS CORP | $17,837,000 | – | 172,739 | +100.0% | 13.03% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $16,082,000 | – | 440,485 | +100.0% | 11.75% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $12,248,000 | – | 42,538 | +100.0% | 8.95% | – |
| NXST | New | NEXSTAR BROADCASTING GROUP Icl a | $7,178,000 | – | 113,392 | +100.0% | 5.24% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $6,953,000 | – | 9,008 | +100.0% | 5.08% | – |
| EXPE | New | EXPEDIA INC DEL | $6,810,000 | – | 60,115 | +100.0% | 4.97% | – |
| CHUBK | New | COMMERCEHUB INC | $5,708,000 | – | 379,772 | +100.0% | 4.17% | – |
| GNCMA | New | GENERAL COMMUNICATION INCcl a | $5,495,000 | – | 282,498 | +100.0% | 4.01% | – |
| PPG | New | PPG INDS INC | $5,193,000 | – | 54,800 | +100.0% | 3.79% | – |
| EVBG | New | EVERBRIDGE INC | $2,729,000 | – | 147,921 | +100.0% | 1.99% | – |
| CHUBA | New | COMMERCEHUB INC | $1,191,000 | – | 79,323 | +100.0% | 0.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 28 | Q3 2023 | 7.2% |
| KKR & CO INC | 21 | Q3 2023 | 17.3% |
| CHURCHILL DOWNS INC | 21 | Q3 2023 | 18.1% |
| IHS MARKIT LTD | 21 | Q4 2021 | 17.0% |
| VISA INC | 19 | Q3 2023 | 8.2% |
| EQUITY COMWLTH | 18 | Q1 2021 | 21.0% |
| LKQ CORP | 17 | Q3 2022 | 8.8% |
| LIBERTY BROADBAND CORP | 14 | Q2 2022 | 14.8% |
| GILDAN ACTIVEWEAR INC | 14 | Q3 2023 | 9.3% |
| VICI PPTYS INC | 14 | Q3 2023 | 4.6% |
View Hudson Way Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Hudson Way Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.