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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 2021-03-31, filed 2021-05-17, with 18 holding rows worth $358,511,000.

Accession
0001085146-21-001733
Filed
2021-05-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2021

A holdings report, 18 entries on the cover page, a total value of $358,511,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $358,511,000 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
KKR & CO INC48251W104COM1,270,721$62,075,000thousands by filing date
LIBERTY BROADBAND CORP530307305COM SER C243,038$36,492,000thousands by filing date
IHS MARKIT LTDG47567105SHS340,542$32,958,000thousands by filing date
LKQ CORP COM501889208Stock743,731$31,482,000thousands by filing date
WILLSCOT HLDGS CORP971378104COM CL A759,605$21,079,000thousands by filing date
GILDAN ACTIVEWEAR INC COM375916103Stock660,419$20,248,000thousands by filing date
SIMPLY GOOD FOODS CO COM82900L102Stock596,994$18,161,000thousands by filing date
VERISIGN INC COM92343E102Stock82,888$16,475,000thousands by filing date
EQUITY COMMONWEALTH294628102COM SH BEN INT559,193$15,546,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM7,438$15,386,000thousands by filing date
INSTALLED BLDG PRODS INC45780R101COM132,012$14,637,000thousands by filing date
COPART INC COM217204106Stock121,633$13,211,000thousands by filing date
VICI PPTYS INC COM925652109REIT461,072$13,021,000thousands by filing date
Visa Inc92826C839COM61,296$12,978,000thousands by filing date
ALTIMAR ACQUISITION CORPG03707109SHS CL A1,266,674$12,515,000thousands by filing date
CHURCHILL DOWNS INC171484108COM35,488$8,071,000thousands by filing date
GENIUS SPORTS LIMITED233277102SHARES CL A526,815$7,749,000thousands by filing date
Adobe Inc00724F101COM13,520$6,427,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-21-001733this filing2021-05-17acceptance time not in the bulk data set