Hickory Lane Capital Management LP 13F Holdings
CIK 0001817276 · New York, NY
As of Mar 31, 2023, Hickory Lane Capital Management LP reported 24 positions worth $81.7M in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| LIBERTY MEDIA CORP DEL | — | — | 95,000 | $7.1M | 8.70% |
| WILLSCOT HOLDINGS CORP | WSC | Industrials | 140,000 | $6.6M | 8.03% |
| T-MOBILE US INC | TMUS | Communication Services | 39,750 | $5.8M | 7.05% |
| MICROSOFT CORP | MSFT | Technology | 19,000 | $5.5M | 6.70% |
| MASTERCARD INC | MA | Financial Services | 15,000 | $5.5M | 6.67% |
| API GROUP CORP | APG | Industrials | 200,000 | $4.5M | 5.50% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 8,500 | $4.0M | 4.92% |
| ALPHABET INC | GOOGL | Equity | 38,000 | $3.9M | 4.82% |
| HOWMET AEROSPACE INC | HWM | Industrials | 90,000 | $3.8M | 4.67% |
| S&P GLOBAL INC | SPGI | Financial Services | 10,500 | $3.6M | 4.43% |
| AMAZON.COM INC | AMZN | Equity | 33,500 | $3.5M | 4.23% |
| LITHIA MOTORS INC | LAD | Consumer Cyclical | 12,250 | $2.8M | 3.43% |
| ALBEMARLE CORP | ALB | Basic Materials | 12,500 | $2.8M | 3.38% |
| CHENIERE ENERGY INC | LNG | Energy | 17,500 | $2.8M | 3.38% |
| SHIFT4 PAYMENTS INC | FOUR | Technology | 36,000 | $2.7M | 3.34% |
| HOME DEPOT INC | HD | Consumer Cyclical | 8,500 | $2.5M | 3.07% |
| APTIV PLC SHS (JERSEY) | — | — | 22,000 | $2.5M | 3.02% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 30,000 | $2.3M | 2.79% |
| NULL | EDR | Communication Services | 85,000 | $2.0M | 2.49% |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 5,500 | $2.0M | 2.41% |
| MARRIOTT VACATIONS WORLDWIDE CORP | VAC | Consumer Cyclical | 13,000 |