$309 Million is the total value of Hudson Way Capital Management LLC's 17 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ADBE | Exit | ADOBE INC | $0 | – | -11,882 | -100.0% | -1.81% | – |
BAND | Exit | BANDWIDTH INC | $0 | – | -44,792 | -100.0% | -1.99% | – |
CTAS | Exit | CINTAS CORP | $0 | – | -30,893 | -100.0% | -2.88% | – |
UNVR | Exit | UNIVAR SOLUTIONS INC | $0 | – | -586,502 | -100.0% | -3.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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 | 2024-05-15 |
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 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
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.