Caledonia as of Dec. 31, 2017
Portfolio Holdings for Caledonia
Caledonia holds 9 positions in its portfolio as reported in the December 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) | 29.6 | $1.2B | 29M | 40.92 | |
| Grubhub | 20.2 | $801M | 11M | 71.80 | |
| Stars Group | 17.2 | $683M | 29M | 23.28 | |
| Zillow Group Inc Cl A (ZG) | 14.5 | $575M | 14M | 40.74 | |
| Vulcan Materials Company (VMC) | 4.8 | $189M | 1.5M | 128.37 | |
| Martin Marietta Materials (MLM) | 4.7 | $187M | 846k | 221.04 | |
| Truecar (TRUE) | 4.7 | $185M | 17M | 11.20 | |
| Howard Hughes | 3.6 | $145M | 1.1M | 131.27 | |
| CoStar (CSGP) | 0.7 | $26M | 89k | 296.94 |
