Red Cedar Management as of March 31, 2019
Portfolio Holdings for Red Cedar Management
Red Cedar Management holds 16 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| U.s. Concrete Inc Cmn | 9.4 | $9.1M | 220k | 41.42 | |
| Martin Marietta Materials (MLM) | 8.3 | $8.0M | 40k | 201.18 | |
| Summit Matls Inc cl a (SUM) | 8.2 | $7.9M | 500k | 15.87 | |
| Echostar Corporation (SATS) | 8.1 | $7.8M | 215k | 36.45 | |
| Wright Express (WEX) | 8.0 | $7.7M | 40k | 192.00 | |
| Godaddy Inc cl a (GDDY) | 7.8 | $7.5M | 100k | 75.19 | |
| Simply Good Foods (SMPL) | 7.5 | $7.2M | 350k | 20.59 | |
| United Rentals (URI) | 7.3 | $7.1M | 62k | 114.26 | |
| Caterpillar (CAT) | 5.6 | $5.4M | 40k | 135.50 | |
| Advance Auto Parts (AAP) | 5.3 | $5.1M | 30k | 170.53 | |
| Healthequity (HQY) | 4.6 | $4.4M | 60k | 73.98 | |
| Lear Corporation (LEA) | 4.5 | $4.3M | 32k | 135.72 | |
| Ctrip.com International | 4.3 | $4.2M | 95k | 43.69 | |
| Tiffany & Co. | 3.8 | $3.7M | 35k | 105.54 | |
| QuinStreet (QNST) | 3.8 | $3.7M | 275k | 13.39 | |
| Zto Express Cayman (ZTO) | 3.3 | $3.2M | 175k | 18.28 |
