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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 2020-12-31, filed 2021-02-16, with 16 holding rows worth $350,633,000.

Accession
0001085146-21-000807
Filed
2021-02-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2020

A holdings report, 16 entries on the cover page, a total value of $350,633,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $350,633,000 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
LIBERTY BROADBAND CORP530307305COM SER C328,308$51,994,000thousands by filing date
KKR & CO INC48251W104COM1,281,621$51,893,000thousands by filing date
EQUITY COMMONWEALTH294628102COM SH BEN INT1,323,085$36,094,000thousands by filing date
SS&C TECH HLDGS COM78467J100Stock324,661$23,619,000thousands by filing date
LKQ CORP COM501889208Stock640,168$22,560,000thousands by filing date
SIMPLY GOOD FOODS CO COM82900L102Stock713,875$22,387,000thousands by filing date
COPART INC COM217204106Stock167,299$21,289,000thousands by filing date
IHS MARKIT LTDG47567105SHS235,910$21,192,000thousands by filing date
AMERICOLD REALTY TRUST INC COM03064D108REIT487,169$18,186,000thousands by filing date
VERISIGN INC COM92343E102Stock77,488$16,768,000thousands by filing date
VICI PPTYS INC COM925652109REIT604,988$15,427,000thousands by filing date
CHURCHILL DOWNS INC171484108COM74,112$14,436,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM7,116$12,466,000thousands by filing date
GILDAN ACTIVEWEAR INC COM375916103Stock382,019$10,700,000thousands by filing date
Visa Inc92826C839COM31,188$6,822,000thousands by filing date
GENIUS SPORTS LIMITED233277102SHARES CL A272,900$4,800,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-21-000807this filing2021-02-16acceptance time not in the bulk data set