Red Cedar Management as of Dec. 31, 2018
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dollar General (DG) | 12.9 | $9.7M | 90k | 108.08 | |
| Microsoft Corporation (MSFT) | 11.4 | $8.6M | 85k | 101.56 | |
| Echostar Corporation (SATS) | 10.5 | $7.9M | 215k | 36.72 | |
| Martin Marietta Materials (MLM) | 9.1 | $6.9M | 40k | 171.85 | |
| Simply Good Foods (SMPL) | 8.8 | $6.6M | 350k | 18.90 | |
| Godaddy Inc cl a (GDDY) | 8.7 | $6.6M | 100k | 65.62 | |
| Summit Matls Inc cl a (SUM) | 8.2 | $6.2M | 500k | 12.40 | |
| U.s. Concrete Inc Cmn | 8.0 | $6.0M | 170k | 35.28 | |
| Wright Express (WEX) | 7.4 | $5.6M | 40k | 140.05 | |
| Caterpillar (CAT) | 5.9 | $4.4M | 35k | 127.06 | |
| Lear Corporation (LEA) | 5.2 | $3.9M | 32k | 122.84 | |
| QuinStreet (QNST) | 3.9 | $2.9M | 180k | 16.23 |
