Caledonia as of Sept. 30, 2017
Portfolio Holdings for Caledonia
Caledonia holds 9 positions in its portfolio as reported in the September 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) | 32.9 | $1.1B | 28M | 40.21 | |
| Amaya | 17.3 | $592M | 29M | 20.45 | |
| Grubhub | 16.5 | $564M | 11M | 52.66 | |
| Zillow Group Inc Cl A (ZG) | 16.3 | $558M | 14M | 40.15 | |
| Vulcan Materials Company (VMC) | 4.9 | $169M | 1.4M | 119.60 | |
| Martin Marietta Materials (MLM) | 4.8 | $165M | 798k | 206.23 | |
| Howard Hughes | 3.6 | $124M | 1.1M | 117.93 | |
| Truecar (TRUE) | 2.9 | $99M | 16M | 6.07 | |
| CoStar (CSGP) | 0.7 | $23M | 85k | 268.25 |
