Red Cedar Management as of June 30, 2018
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 15 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LogMeIn | 9.8 | $12M | 115k | 106.95 | |
| Echostar Corporation (SATS) | 9.3 | $12M | 260k | 45.11 | |
| DISH Network | 8.9 | $11M | 335k | 33.61 | |
| Martin Marietta Materials (MLM) | 8.9 | $11M | 50k | 224.20 | |
| Summit Matls Inc cl a (SUM) | 8.5 | $11M | 425k | 25.28 | |
| Microsoft Corporation (MSFT) | 7.3 | $9.2M | 85k | 107.66 | |
| Dollar General (DG) | 7.0 | $8.9M | 90k | 98.59 | |
| TD Ameritrade Holding | 6.4 | $8.0M | 135k | 59.61 | |
| Godaddy Inc cl a (GDDY) | 6.2 | $7.8M | 100k | 78.44 | |
| Wright Express (WEX) | 6.2 | $7.8M | 40k | 195.78 | |
| Alibaba Group Holding (BABA) | 6.0 | $7.6M | 40k | 189.00 | |
| Simply Good Foods (SMPL) | 4.7 | $5.9M | 350k | 16.90 | |
| 8x8 (EGHT) | 4.4 | $5.5M | 250k | 21.95 | |
| salesforce (CRM) | 3.5 | $4.4M | 30k | 146.00 | |
| Electronic Arts (EA) | 2.9 | $3.6M | 25k | 144.32 |
