Hudson Way Capital Management LLC Buys Liberty Broadband Corp, Equity Commonwealth, Adobe Inc, Sells KBR Inc, Charles Schwab Corp, GCI Liberty Inc

• New Purchases: ADBE, PRMW, CPRT,
• Added Positions: LBRDK, EQC, LKQ, SSNC, V, COLD, GIL, KKR,
• Reduced Positions: KBR, GLIBA, INFO, GOOG, BAND,
• Sold Out: SCHW, BX,

For the details of Hudson Way Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hudson+way+capital+management+llc/current-portfolio/portfolio

1. Equity Commonwealth (EQC) - 1,103,114 shares, 16.20% of the total portfolio. Shares added by 25.49%
2. Churchill Downs Inc (CHDN) - 330,742 shares, 15.77% of the total portfolio.
3. KKR & Co Inc (KKR) - 1,139,579 shares, 12.39% of the total portfolio. Shares added by 4.48%
4. Liberty Broadband Corp (LBRDK) - 176,500 shares, 9.05% of the total portfolio. Shares added by 234.91%
5. LKQ Corp (LKQ) - 680,355 shares, 6.46% of the total portfolio. Shares added by 80.88%

Hudson Way Capital Management LLC initiated holding in Adobe Inc. The purchase prices were between $285 and $383.28, with an estimated average price of $342.56. The stock is now traded at around $361.11. The impact to a portfolio due to this purchase was 3.06%. The holding were 20,782 shares as of .

Hudson Way Capital Management LLC initiated holding in Primo Water Corp. The purchase prices were between $7.03 and $15.88, with an estimated average price of $13.65. The stock is now traded at around $10.14. The impact to a portfolio due to this purchase was 2.83%. The holding were 674,767 shares as of .

Hudson Way Capital Management LLC initiated holding in Copart Inc. The purchase prices were between $58.78 and $104.5, with an estimated average price of $89.38. The stock is now traded at around $79.86. The impact to a portfolio due to this purchase was 1.33%. The holding were 41,821 shares as of .

Hudson Way Capital Management LLC added to a holding in Liberty Broadband Corp by 234.91%. The purchase prices were between $90.67 and $139.24, with an estimated average price of $124.73. The stock is now traded at around $122.05. The impact to a portfolio due to this purchase was 6.35%. The holding were 176,500 shares as of .

Hudson Way Capital Management LLC added to a holding in Equity Commonwealth by 25.49%. The purchase prices were between $28.34 and $33.29, with an estimated average price of $32.06. The stock is now traded at around $31.83. The impact to a portfolio due to this purchase was 3.29%. The holding were 1,103,114 shares as of .

Hudson Way Capital Management LLC added to a holding in LKQ Corp by 80.88%. The purchase prices were between $13.9 and $35.8, with an estimated average price of $29.87. The stock is now traded at around $23.49. The impact to a portfolio due to this purchase was 2.89%. The holding were 680,355 shares as of .

Hudson Way Capital Management LLC added to a holding in SS&C Technologies Holdings Inc by 56.92%. The purchase prices were between $34.32 and $66.26, with an estimated average price of $56.87. The stock is now traded at around $54.57. The impact to a portfolio due to this purchase was 1.97%. The holding were 267,990 shares as of .

Hudson Way Capital Management LLC added to a holding in Visa Inc by 57.09%. The purchase prices were between $135.74 and $213.31, with an estimated average price of $188.96. The stock is now traded at around $181.72. The impact to a portfolio due to this purchase was 1.86%. The holding were 68,729 shares as of .

Hudson Way Capital Management LLC added to a holding in Americold Realty Trust by 20.95%. The purchase prices were between $24.03 and $38.29, with an estimated average price of $33.61. The stock is now traded at around $33.76. The impact to a portfolio due to this purchase was 0.75%. The holding were 273,714 shares as of .

Hudson Way Capital Management LLC sold out a holding in Charles Schwab Corp. The sale prices were between $28.43 and $49, with an estimated average price of $42.23.

Hudson Way Capital Management LLC sold out a holding in Blackstone Group Inc. The sale prices were between $36.04 and $64.41, with an estimated average price of $55.53.