$286 Million is the total value of Hudson Way Capital Management LLC's 18 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 29 | Q4 2023 | 7.2% |
| KKR & CO INC | 24 | Q2 2024 | 19.5% |
| CHURCHILL DOWNS INC | 24 | Q2 2024 | 18.1% |
| VISA INC | 22 | Q2 2024 | 8.2% |
| IHS MARKIT LTD | 21 | Q4 2021 | 17.0% |
| EQUITY COMWLTH | 18 | Q1 2021 | 21.0% |
| GILDAN ACTIVEWEAR INC | 17 | Q2 2024 | 9.3% |
| LKQ CORP | 17 | Q3 2022 | 8.8% |
| VICI PPTYS INC | 15 | Q4 2023 | 4.6% |
| LIBERTY BROADBAND CORP | 14 | Q2 2022 | 14.8% |
View Hudson Way Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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 |
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.