Caledonia as of March 31, 2017
Portfolio Holdings for Caledonia
Caledonia holds 10 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Inc Cl C Cap Stk (Z) | 33.9 | $874M | 26M | 33.67 | |
| Amaya | 18.7 | $483M | 28M | 17.00 | |
| Zillow Group Inc Cl A (ZG) | 17.5 | $452M | 13M | 33.81 | |
| Grubhub | 12.2 | $315M | 9.6M | 32.89 | |
| Martin Marietta Materials (MLM) | 6.1 | $157M | 717k | 218.25 | |
| Vulcan Materials Company (VMC) | 5.2 | $134M | 1.1M | 120.48 | |
| Truecar (TRUE) | 2.8 | $72M | 4.6M | 15.47 | |
| Activision Blizzard | 2.2 | $56M | 1.1M | 49.86 | |
| Howard Hughes | 1.1 | $30M | 252k | 117.25 | |
| Zhaopin | 0.2 | $5.7M | 331k | 17.23 |
