Red Cedar Management as of Sept. 30, 2018
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 15 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Echostar Corporation (SATS) | 10.6 | $11M | 226k | 46.37 | |
| Dollar General (DG) | 9.9 | $9.8M | 90k | 109.30 | |
| Microsoft Corporation (MSFT) | 9.8 | $9.7M | 85k | 114.36 | |
| Martin Marietta Materials (MLM) | 9.5 | $9.5M | 52k | 181.94 | |
| Summit Matls Inc cl a (SUM) | 8.8 | $8.7M | 480k | 18.18 | |
| Godaddy Inc cl a (GDDY) | 8.4 | $8.3M | 100k | 83.39 | |
| Wright Express (WEX) | 8.1 | $8.0M | 40k | 200.75 | |
| TD Ameritrade Holding | 7.2 | $7.1M | 135k | 52.83 | |
| Simply Good Foods (SMPL) | 6.9 | $6.8M | 350k | 19.45 | |
| 8x8 (EGHT) | 6.4 | $6.4M | 300k | 21.25 | |
| Electronic Arts (EA) | 4.9 | $4.8M | 40k | 120.50 | |
| Zto Express Cayman (ZTO) | 3.3 | $3.3M | 200k | 16.57 | |
| Walt Disney Company (DIS) | 3.0 | $2.9M | 25k | 116.96 | |
| Activision Blizzard | 2.9 | $2.9M | 35k | 83.20 | |
| DISH Network | 0.3 | $338k | 335k | 1.01 |
