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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 2020-09-30, filed 2020-11-16, with 17 holding rows worth $308,799,000.

Accession
0001085146-20-002990
Filed
2020-11-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2020

A holdings report, 17 entries on the cover page, a total value of $308,799,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $308,799,000 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
EQUITY COMMONWEALTH294628102COM SH BEN INT1,621,751$43,187,000thousands by filing date
KKR & CO INC48251W104COM1,238,521$42,531,000thousands by filing date
LIBERTY BROADBAND CORP530307305COM SER C210,280$30,043,000thousands by filing date
SS&C TECH HLDGS COM78467J100Stock373,709$22,617,000thousands by filing date
CHURCHILL DOWNS INC171484108COM114,096$18,691,000thousands by filing date
COPART INC COM217204106Stock172,818$18,174,000thousands by filing date
AMERICOLD REALTY TRUST INC COM03064D108REIT494,252$17,670,000thousands by filing date
GCI LIBERTY INC COM CLASS A36164V305Stock212,120$17,385,000thousands by filing date
VICI PPTYS INC COM925652109REIT607,803$14,204,000thousands by filing date
LKQ CORP COM501889208Stock499,404$13,848,000thousands by filing date
VERISIGN INC COM92343E102Stock66,671$13,658,000thousands by filing date
IHS MARKIT LTDG47567105SHS149,820$11,762,000thousands by filing date
KBR INC COM48242W106Stock498,651$11,150,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM7,116$10,458,000thousands by filing date
SIMPLY GOOD FOODS CO COM82900L102Stock398,125$8,779,000thousands by filing date
MOODYS CORP COM615369105Stock27,314$7,917,000thousands by filing date
Visa Inc92826C839COM33,630$6,725,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-20-002990this filing2020-11-16acceptance time not in the bulk data set