Red Cedar Management as of Dec. 31, 2019
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 16 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Rentals (URI) | 12.3 | $14M | 85k | 166.76 | |
| U.s. Concrete Inc Cmn | 9.1 | $10M | 250k | 41.66 | |
| QuinStreet (QNST) | 8.0 | $9.2M | 600k | 15.31 | |
| Healthequity (HQY) | 7.8 | $8.9M | 120k | 74.07 | |
| Echostar Corporation (SATS) | 7.6 | $8.7M | 201k | 43.31 | |
| Martin Marietta Materials (MLM) | 7.3 | $8.4M | 30k | 279.63 | |
| Blucora | 6.8 | $7.8M | 300k | 26.14 | |
| Alibaba Group Holding (BABA) | 6.5 | $7.4M | 35k | 212.11 | |
| Summit Matls Inc cl a | 6.2 | $7.2M | 301k | 23.90 | |
| Godaddy Inc cl a (GDDY) | 6.2 | $7.1M | 105k | 67.92 | |
| Zto Express Cayman (ZTO) | 5.1 | $5.8M | 250k | 23.35 | |
| Avantor (AVTR) | 5.1 | $5.8M | 320k | 18.15 | |
| Lowe's Companies (LOW) | 3.6 | $4.2M | 35k | 119.77 | |
| Euronet Worldwide (EEFT) | 3.4 | $3.9M | 25k | 157.56 | |
| General Motors Company (GM) | 3.2 | $3.7M | 100k | 36.60 | |
| Wright Express (WEX) | 1.8 | $2.1M | 10k | 209.50 |
