Caledonia as of March 31, 2023
Portfolio Holdings for Caledonia
Caledonia holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 36.2 | $1.6B | 36M | 44.47 | |
| Liberty Media Corp Del Com Ser C Frmla | 23.6 | $1.1B | 14M | 74.83 | |
| Zillow Group Cl A (ZG) | 15.5 | $690M | 16M | 43.70 | |
| Scientific Games (LNW) | 11.2 | $498M | 8.3M | 60.05 | |
| Warner Music Group Corp Com Cl A (WMG) | 4.1 | $182M | 5.5M | 33.37 | |
| Genius Sports Shares Cl A (GENI) | 2.1 | $92M | 19M | 4.98 | |
| Coursera (COUR) | 1.9 | $87M | 7.5M | 11.52 | |
| Udemy (UDMY) | 1.7 | $76M | 8.6M | 8.83 | |
| Rocket Cos Com Cl A (RKT) | 1.1 | $48M | 5.3M | 9.06 | |
| Truecar (TRUE) | 0.9 | $42M | 18M | 2.30 | |
| American Well Corp Cl A | 0.9 | $41M | 17M | 2.36 | |
| Reservoir Media (RSVR) | 0.5 | $21M | 3.3M | 6.52 | |
| Sciplay Corporation Cl A | 0.2 | $9.6M | 566k | 16.96 | |
| F45 Training Holdings (FXLV) | 0.2 | $7.4M | 6.3M | 1.16 |
