Hedge Fund - Hudson Way Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. KKR 1,688,872 $155,004,672 +9% 13.82%
2. V 331,381 $113,693,507 -1% 10.14%
3. SGI 1,205,807 $94,535,269 -7% 8.43%
4. SPGI 221,477 $90,198,723 +31% 8.04%
5. WWD 192,761 $82,008,240 +60% 7.31%