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13F-HR filed by Hudson Way Capital Management LLC

Hudson Way Capital Management LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-14, with 16 holding rows worth $254,754,000.

Accession
0001085146-20-000797
Filed
2020-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2019

A holdings report, 16 entries on the cover page, a total value of $254,754,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $254,754,000 with VALUE read as thousands by filing date, 13F file number 028-17824. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CHURCHILL DOWNS INC171484108COM330,742$45,378,000thousands by filing date
KKR & CO INC48251W104COM1,090,669$31,815,000thousands by filing date
EQUITY COMMONWEALTH294628102COM SH BEN INT879,078$28,860,000thousands by filing date
KBR INC COM48242W106Stock869,300$26,514,000thousands by filing date
GCI LIBERTY INC COM CLASS A36164V305Stock330,663$23,427,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM10,163$13,588,000thousands by filing date
LKQ CORP COM501889208Stock376,134$13,428,000thousands by filing date
Charles Schwab Corp808513105COM251,379$11,956,000thousands by filing date
IHS MARKIT LTDG47567105SHS147,822$11,138,000thousands by filing date
SS&C TECH HLDGS COM78467J100Stock170,786$10,486,000thousands by filing date
Visa Inc92826C839COM43,750$8,221,000thousands by filing date
AMERICOLD REALTY TRUST INC COM03064D108REIT226,309$7,934,000thousands by filing date
GILDAN ACTIVEWEAR INC COM375916103Stock263,505$7,781,000thousands by filing date
BANDWIDTH INC05988J103COM CL A109,527$7,015,000thousands by filing date
LIBERTY BROADBAND CORP530307305COM SER C52,700$6,627,000thousands by filing date
BLACKSTONE INC09260D107COM10,473$586,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-20-000797this filing2020-02-14acceptance time not in the bulk data set