Red Cedar Management as of March 31, 2018
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 14 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wright Express (WEX) | 14.6 | $17M | 110k | 156.62 | |
| DISH Network | 12.0 | $14M | 374k | 37.89 | |
| Echostar Corporation (SATS) | 9.6 | $11M | 215k | 52.77 | |
| LogMeIn | 8.8 | $10M | 90k | 115.56 | |
| Martin Marietta Materials (MLM) | 7.9 | $9.3M | 45k | 207.31 | |
| Summit Matls Inc cl a (SUM) | 7.8 | $9.2M | 304k | 30.28 | |
| Dollar General (DG) | 7.1 | $8.4M | 90k | 93.56 | |
| TD Ameritrade Holding | 6.8 | $8.0M | 135k | 59.23 | |
| Microsoft Corporation (MSFT) | 6.6 | $7.8M | 85k | 91.27 | |
| Godaddy Inc cl a (GDDY) | 5.2 | $6.1M | 100k | 61.42 | |
| Alibaba Group Holding (BABA) | 4.7 | $5.5M | 30k | 183.53 | |
| Simply Good Foods (SMPL) | 4.1 | $4.8M | 350k | 13.73 | |
| salesforce (CRM) | 3.0 | $3.5M | 30k | 116.30 | |
| Gentex Corporation (GNTX) | 1.9 | $2.3M | 100k | 23.02 |
