Caledonia as of June 30, 2017
Portfolio Holdings for Caledonia
Caledonia holds 9 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Inc Cl C Cap Stk (Z) | 35.9 | $1.3B | 27M | 48.84 | |
| Zillow Group Inc Cl A (ZG) | 18.3 | $668M | 14M | 49.01 | |
| Amaya | 14.2 | $518M | 29M | 17.90 | |
| Grubhub | 11.9 | $432M | 9.9M | 43.60 | |
| Truecar (TRUE) | 6.5 | $239M | 12M | 19.93 | |
| Vulcan Materials Company (VMC) | 4.7 | $170M | 1.3M | 126.68 | |
| Martin Marietta Materials (MLM) | 4.6 | $169M | 758k | 222.58 | |
| Howard Hughes | 3.4 | $123M | 1.0M | 122.84 | |
| Activision Blizzard | 0.5 | $18M | 307k | 57.57 |
