Caledonia

Caledonia as of Sept. 30, 2018

Portfolio Holdings for Caledonia

Caledonia holds 13 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Grubhub 25.7 $1.6B 12M 138.62
Zillow Group Inc Cl C Cap Stk (Z) 24.8 $1.6B 35M 44.25
Stars Group 19.6 $1.2B 52M 23.66
Zillow Group Inc Cl A (ZG) 10.9 $686M 16M 44.20
Liberty Media Corp Series C Li 4.6 $288M 7.7M 37.19
Truecar (TRUE) 4.2 $263M 19M 14.10
Vulcan Materials Company (VMC) 2.9 $183M 1.6M 111.20
Martin Marietta Materials (MLM) 2.8 $174M 954k 181.95
Howard Hughes 2.6 $163M 1.3M 124.22
Playags (AGS) 0.8 $48M 1.6M 29.47
Mattel (MAT) 0.6 $36M 2.3M 15.70
CoStar (CSGP) 0.6 $35M 84k 420.84
Eventbrite (EB) 0.1 $9.5M 250k 37.97