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Red Cedar Management, LP

13F
Red Cedar Management, LP
Last update 2020-05-15 20 Stocks (14 new)
Value $60.00 Mil Turnover 61 %
Countries:
Portfolio Report
Red Cedar Management, LP Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SATS
EchoStar Corp
252,240
8064.000
+25.66%
13.380
+2.73%
0.300
+51.31%
+57.15%
7074.569
Hardware
QNST
QuinStreet Inc
1,000,000
8050.000
+66.67%
13.350
+5.34%
1.830
+24.91%
+55.69%
1117.281
Media - Diversified
AVTA
Blucora Inc
410,000
4941.000
+36.67%
8.200
+2.20%
0.850
+23.76%
+1.80%
956.738
Asset Management
USCR
US Concrete Inc
250,000
4535.000
0%
7.520
0%
1.460
+28.81%
+85.11%
1268.196
Building Materials
AMZN
Amazon.com Inc
45,000
4387.000
New Holding
7.280
+7.28%
0.000
+2.96%
+26.10%
2010950.617
Retail - Cyclical
VMC
Vulcan Materials Co
33,000
3566.000
New Holding
5.920
+5.92%
0.020
+2.57%
+11.75%
33285.727
Building Materials
SUM
Summit Materials Inc
203,947
3008.000
-33.27%
4.990
-2.08%
0.170
+9.89%
+2.60%
6911.084
Building Materials
HD
The Home Depot Inc
14,000
2614.000
New Holding
4.340
+4.34%
0.000
+10.99%
+14.66%
387245.356
Retail - Cyclical
ALRM
Alarm.com Holdings Inc
60,000
2335.000
New Holding
3.870
+3.87%
0.120
-8.14%
-13.42%
2755.464
Software
AXP
American Express Co
27,000
2311.000
New Holding
3.830
+3.83%
0.000
+17.11%
+44.82%
191228.128
Credit Services

Red Cedar Management, LP's Historical Top Holdings Breakdowns

Red Cedar Management, LP Total Holding History ($B)

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Red Cedar Management, LP's Asset Allocation

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Red Cedar Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Red Cedar Management, LP's Hypothetical Growth since 2020-03-31

Red Cedar Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Red Cedar Management, LP's Holdings Heat Map

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Red Cedar Management, LP's Holdings Bubble Chart

Red Cedar Management, LP News

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