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 |
