Caledonia as of March 31, 2022
Portfolio Holdings for Caledonia
Caledonia holds 17 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 33.0 | $1.8B | 36M | 49.29 | |
| Liberty Media Corp Del Com Ser C Frmla | 20.1 | $1.1B | 16M | 69.84 | |
| Zillow Group Cl A (ZG) | 14.0 | $762M | 16M | 48.23 | |
| Scientific Games (LNW) | 10.0 | $543M | 9.2M | 58.75 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.0 | $273M | 7.2M | 37.85 | |
| CarMax (KMX) | 3.9 | $214M | 2.2M | 96.48 | |
| Playtika Hldg Corp (PLTK) | 2.0 | $106M | 5.5M | 19.33 | |
| Rocket Cos Com Cl A (RKT) | 1.9 | $104M | 9.3M | 11.12 | |
| Draftkings Com Cl A | 1.6 | $88M | 4.5M | 19.47 | |
| Genius Sports Shares Cl A (GENI) | 1.5 | $84M | 18M | 4.60 | |
| Truecar (TRUE) | 1.4 | $74M | 19M | 3.95 | |
| F45 Training Holdings (FXLV) | 1.3 | $69M | 6.4M | 10.70 | |
| American Well Corp Cl A | 1.2 | $67M | 16M | 4.21 | |
| Coursera (COUR) | 1.2 | $66M | 2.9M | 23.04 | |
| Udemy (UDMY) | 0.9 | $48M | 3.8M | 12.46 | |
| Reservoir Media (RSVR) | 0.7 | $36M | 3.7M | 9.83 | |
| Sciplay Corporation Cl A | 0.4 | $21M | 1.7M | 12.92 |
