Red Cedar Management as of Sept. 30, 2019
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| U.s. Concrete Inc Cmn | 13.4 | $12M | 225k | 55.28 | |
| United Rentals (URI) | 11.4 | $11M | 85k | 124.64 | |
| Echostar Corporation (SATS) | 10.0 | $9.3M | 236k | 39.62 | |
| Summit Matls Inc cl a (SUM) | 9.6 | $8.9M | 401k | 22.20 | |
| Martin Marietta Materials (MLM) | 8.8 | $8.2M | 30k | 274.10 | |
| Godaddy Inc cl a (GDDY) | 7.1 | $6.6M | 100k | 65.98 | |
| Healthequity (HQY) | 6.6 | $6.2M | 108k | 57.15 | |
| Alibaba Group Holding (BABA) | 6.3 | $5.9M | 35k | 167.23 | |
| QuinStreet (QNST) | 5.8 | $5.4M | 430k | 12.59 | |
| Zto Express Cayman (ZTO) | 5.3 | $4.9M | 230k | 21.33 | |
| Avantor (AVTR) | 4.7 | $4.4M | 300k | 14.70 | |
| Lowe's Companies (LOW) | 3.8 | $3.5M | 32k | 109.97 | |
| Booking Holdings (BKNG) | 3.1 | $2.8M | 1.5k | 1962.76 | |
| Wright Express (WEX) | 2.2 | $2.0M | 10k | 202.10 | |
| Blucora | 2.0 | $1.8M | 85k | 21.64 |
