- New Purchases: EEFT, GM,
- Added Positions: BCOR, QNST, USCR, HQY, ZTO, AVTR, LOW, GDDY,
- Reduced Positions: SUM, SATS,
- Sold Out: BKNG,
For the details of Red Cedar Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/red+cedar+management%2C+lp/current-portfolio/portfolio
These are the top 5 holdings of Red Cedar Management, LP- United Rentals Inc (URI) - 85,000 shares, 12.34% of the total portfolio.
- US Concrete Inc (USCR) - 250,000 shares, 9.07% of the total portfolio. Shares added by 11.11%
- QuinStreet Inc (QNST) - 600,000 shares, 8.00% of the total portfolio. Shares added by 39.53%
- HealthEquity Inc (HQY) - 120,116 shares, 7.75% of the total portfolio. Shares added by 11.62%
- EchoStar Corp (SATS) - 200,740 shares, 7.57% of the total portfolio. Shares reduced by 14.85%
Red Cedar Management, LP initiated holding in Euronet Worldwide Inc. The purchase prices were between $139.17 and $159.84, with an estimated average price of $151.23. The stock is now traded at around $145.30. The impact to a portfolio due to this purchase was 3.43%. The holding were 25,000 shares as of .
New Purchase: General Motors Co (GM)Red Cedar Management, LP initiated holding in General Motors Co. The purchase prices were between $33.88 and $38.72, with an estimated average price of $36.34. The stock is now traded at around $34.76. The impact to a portfolio due to this purchase was 3.19%. The holding were 100,000 shares as of .
Added: Blucora Inc (BCOR)Red Cedar Management, LP added to a holding in Blucora Inc by 252.94%. The purchase prices were between $19.17 and $26.29, with an estimated average price of $22.44. The stock is now traded at around $22.75. The impact to a portfolio due to this purchase was 4.89%. The holding were 300,000 shares as of .
Added: QuinStreet Inc (QNST)Red Cedar Management, LP added to a holding in QuinStreet Inc by 39.53%. The purchase prices were between $11.64 and $16.22, with an estimated average price of $14.34. The stock is now traded at around $14.82. The impact to a portfolio due to this purchase was 2.27%. The holding were 600,000 shares as of .
Sold Out: Booking Holdings Inc (BKNG)Red Cedar Management, LP sold out a holding in Booking Holdings Inc. The sale prices were between $1838.03 and $2072.54, with an estimated average price of $1963.19.
Here is the complete portfolio of Red Cedar Management, LP. Also check out:
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