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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 2022-03-31, filed 2022-05-16, with 16 holding rows worth $423,870,000.

Accession
0001085146-22-002108
Filed
2022-05-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2022

A holdings report, 16 entries on the cover page, a total value of $423,870,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $423,870,000 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
WILLSCOT HLDGS CORP971378104COM CL A1,896,616$74,215,000thousands by filing date
KKR & CO INC48251W104COM1,014,593$59,323,000thousands by filing date
GILDAN ACTIVEWEAR INC COM375916103Stock1,051,141$39,397,000thousands by filing date
Visa Inc92826C839COM156,180$34,636,000thousands by filing date
S&P Global,Inc.78409V104COM71,276$29,236,000thousands by filing date
CHURCHILL DOWNS INC171484108COM109,106$24,198,000thousands by filing date
VERISIGN INC COM92343E102Stock102,197$22,735,000thousands by filing date
Adobe Inc00724F101COM47,963$21,853,000thousands by filing date
RIDGEPOST CAP INC CL A COM69376K106Stock1,485,764$18,007,000thousands by filing date
LIBERTY BROADBAND CORP530307305COM SER C120,008$16,239,000thousands by filing date
LKQ CORP COM501889208Stock353,605$16,057,000thousands by filing date
Charles Schwab Corp808513105COM185,397$15,631,000thousands by filing date
EXPEDIA GROUP INC COM NEW30212P303Stock78,329$15,327,000thousands by filing date
BLUE OWL CAPITAL INC COM CL A09581B103Stock1,141,234$14,471,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM4,561$12,739,000thousands by filing date
VICI PPTYS INC COM925652109REIT344,552$9,806,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-22-002108this filing2022-05-16acceptance time not in the bulk data set