Caledonia

Caledonia as of June 30, 2018

Portfolio Holdings for Caledonia

Caledonia holds 11 positions in its portfolio as reported in the June 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) 31.2 $2.0B 35M 59.06
Grubhub 18.7 $1.2B 12M 104.91
Stars Group 18.6 $1.2B 33M 36.32
Zillow Group Inc Cl A (ZG) 14.2 $925M 16M 59.75
Liberty Media Corp Series C Li 4.1 $267M 7.2M 37.13
Martin Marietta Materials (MLM) 3.3 $213M 955k 223.33
Vulcan Materials Company (VMC) 3.3 $213M 1.6M 129.06
Truecar (TRUE) 2.8 $180M 18M 10.09
Howard Hughes 2.7 $174M 1.3M 132.50
Playags (AGS) 0.7 $47M 1.7M 27.07
CoStar (CSGP) 0.5 $35M 84k 412.63