RC
| |
Red Cedar Management, LP13F | |
| Red Cedar Management, LP | |
| Last update 2020-05-15 | 20 Stocks (14 new) |
| Value $60.00 Mil | Turnover 61 % |
Red Cedar Management, LP Top Holdings of 2020-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SATS | EchoStar Corp | 252,240 | 8,064.0 | +25.66% | 13.380 | +2.73% | 0.300 | +31.54% | +24.93% | 8,221.9 | Telecommunication Services | |
QNST | QuinStreet Inc | 1,000,000 | 8,050.0 | +66.67% | 13.350 | +5.34% | 1.830 | -4.98% | -33.81% | 869.6 | Media - Diversified | |
AVTA | Blucora Inc | 410,000 | 4,941.0 | +36.67% | 8.200 | +2.20% | 0.850 | +23.76% | +1.80% | 956.7 | Asset Management | |
USCR | US Concrete Inc | 250,000 | 4,535.0 | 0% | 7.520 | 0% | 1.460 | +28.81% | +85.11% | 1,268.2 | Building Materials | |
AMZN | Amazon.com Inc | 45,000 | 4,387.0 | New Holding | 7.280 | +7.28% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
VMC | Vulcan Materials Co | 33,000 | 3,566.0 | New Holding | 5.920 | +5.92% | 0.020 | +10.40% | +4.06% | 35,218.8 | Building Materials | |
SUM | Summit Materials Inc | 203,947 | 3,008.0 | -33.27% | 4.990 | -2.08% | 0.170 | +5.30% | +3.66% | 9,228.5 | Building Materials | |
HD | The Home Depot Inc | 14,000 | 2,614.0 | New Holding | 4.340 | +4.34% | 0.000 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
ALRM | Alarm.com Holdings Inc | 60,000 | 2,335.0 | New Holding | 3.870 | +3.87% | 0.120 | +9.76% | -9.01% | 2,751.7 | Software | |
AXP | American Express Co | 27,000 | 2,311.0 | New Holding | 3.830 | +3.83% | 0.000 | +22.85% | +4.61% | 215,746.3 | Credit Services |
Red Cedar Management, LP's Historical Top Holdings Breakdowns
Red Cedar Management, LP Total Holding History ($B)
Red Cedar Management, LP's Asset Allocation
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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