Caledonia as of March 31, 2019
Portfolio Holdings for Caledonia
Caledonia holds 12 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Inc Cl C Cap Stk (Z) | 25.5 | $1.2B | 35M | 34.20 | |
| Stars Group | 19.2 | $909M | 52M | 17.48 | |
| Grubhub | 17.2 | $812M | 12M | 69.45 | |
| Zillow Group Inc Cl A (ZG) | 11.4 | $539M | 16M | 34.74 | |
| Liberty Media Corp Series C Li | 8.1 | $385M | 11M | 35.05 | |
| Martin Marietta Materials (MLM) | 6.8 | $319M | 1.6M | 201.18 | |
| Vulcan Materials Company (VMC) | 5.2 | $247M | 2.1M | 118.40 | |
| Howard Hughes | 3.1 | $146M | 1.3M | 110.00 | |
| Truecar (TRUE) | 2.6 | $124M | 19M | 6.64 | |
| CoStar (CSGP) | 0.8 | $39M | 84k | 466.42 | |
| Eventbrite (EB) | 0.1 | $4.9M | 254k | 19.17 | |
| Wells Fargo & Company (WFC) | 0.0 | $246k | 5.1k | 48.35 |
