Red Cedar Management as of June 30, 2019
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 17 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| U.s. Concrete Inc Cmn | 10.6 | $11M | 222k | 49.69 | |
| Summit Matls Inc cl a (SUM) | 10.3 | $11M | 558k | 19.25 | |
| United Rentals (URI) | 10.2 | $11M | 80k | 132.62 | |
| Echostar Corporation (SATS) | 10.0 | $10M | 236k | 44.32 | |
| Martin Marietta Materials (MLM) | 8.8 | $9.2M | 40k | 230.10 | |
| Godaddy Inc cl a (GDDY) | 6.7 | $7.0M | 100k | 70.15 | |
| Advance Auto Parts (AAP) | 5.3 | $5.5M | 36k | 154.14 | |
| Simply Good Foods (SMPL) | 5.1 | $5.3M | 220k | 24.08 | |
| QuinStreet (QNST) | 5.0 | $5.2M | 330k | 15.85 | |
| Ctrip.com International | 4.8 | $5.0M | 135k | 36.90 | |
| Zto Express Cayman (ZTO) | 4.2 | $4.4M | 230k | 19.12 | |
| Healthequity (HQY) | 4.1 | $4.3M | 66k | 65.43 | |
| Caterpillar (CAT) | 3.9 | $4.1M | 30k | 136.27 | |
| Tiffany & Co. | 3.8 | $4.0M | 43k | 93.62 | |
| DISH Network | 3.0 | $3.1M | 80k | 38.40 | |
| Wright Express (WEX) | 2.0 | $2.1M | 10k | 208.10 | |
| Lowe's Companies (LOW) | 1.9 | $2.0M | 20k | 100.90 |
