Red Cedar Management as of Dec. 31, 2017
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 15 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wright Express (WEX) | 18.2 | $21M | 146k | 141.23 | |
| DISH Network | 12.7 | $14M | 300k | 47.75 | |
| Echostar Corporation (SATS) | 10.2 | $12M | 193k | 59.90 | |
| Hain Celestial (HAIN) | 9.4 | $11M | 250k | 42.39 | |
| Summit Matls Inc cl a (SUM) | 8.4 | $9.6M | 304k | 31.44 | |
| LogMeIn | 6.6 | $7.4M | 65k | 114.49 | |
| Microsoft Corporation (MSFT) | 6.0 | $6.8M | 80k | 85.54 | |
| Dollar General (DG) | 4.9 | $5.6M | 60k | 93.02 | |
| Godaddy Inc cl a (GDDY) | 4.4 | $5.0M | 100k | 50.28 | |
| Wells Fargo & Company (WFC) | 4.3 | $4.9M | 80k | 60.68 | |
| Simply Good Foods (SMPL) | 4.1 | $4.6M | 325k | 14.26 | |
| Ctrip.com International | 3.9 | $4.4M | 100k | 44.10 | |
| TD Ameritrade Holding | 3.2 | $3.6M | 70k | 51.13 | |
| Walt Disney Company (DIS) | 1.9 | $2.2M | 20k | 107.50 | |
| salesforce (CRM) | 1.8 | $2.0M | 20k | 102.25 |
