Caledonia as of June 30, 2019
Portfolio Holdings for Caledonia
Caledonia holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 28.8 | $1.6B | 35M | 46.39 | |
| Grubhub | 16.9 | $960M | 12M | 77.99 | |
| Stars Group | 16.4 | $932M | 55M | 17.07 | |
| Zillow Group Cl A (ZG) | 12.5 | $710M | 16M | 45.76 | |
| Liberty Media Corp Delaware Com Ser C Frmla | 8.5 | $482M | 13M | 37.41 | |
| Martin Marietta Materials (MLM) | 6.3 | $357M | 1.6M | 230.11 | |
| Vulcan Materials Company (VMC) | 4.9 | $279M | 2.0M | 137.31 | |
| Howard Hughes | 3.6 | $204M | 1.6M | 123.84 | |
| Truecar (TRUE) | 1.8 | $102M | 19M | 5.46 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $6.8M | 100k | 68.29 | |
| Eventbrite Com Cl A (EB) | 0.1 | $4.5M | 278k | 16.20 | |
| Wells Fargo & Company (WFC) | 0.0 | $241k | 5.1k | 47.37 |
