Caledonia as of March 31, 2018
Portfolio Holdings for Caledonia
Caledonia holds 11 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 |
|---|---|---|---|---|---|
| Zillow Group Inc Cl C Cap Stk (Z) | 29.9 | $1.6B | 30M | 53.80 | |
| Grubhub | 20.9 | $1.1B | 11M | 101.47 | |
| Stars Group | 19.2 | $1.0B | 30M | 35.56 | |
| Zillow Group Inc Cl A (ZG) | 14.4 | $788M | 15M | 54.00 | |
| Martin Marietta Materials (MLM) | 3.6 | $197M | 952k | 207.30 | |
| Vulcan Materials Company (VMC) | 3.4 | $188M | 1.6M | 114.17 | |
| Howard Hughes | 3.2 | $172M | 1.2M | 139.13 | |
| Truecar (TRUE) | 2.9 | $156M | 17M | 9.46 | |
| Liberty Media Corp Series C Li | 1.2 | $65M | 2.1M | 30.85 | |
| Playags (AGS) | 0.7 | $37M | 1.6M | 23.26 | |
| CoStar (CSGP) | 0.6 | $31M | 84k | 362.68 |
