RC

Red Cedar Capital, LLC

13F
Red Cedar Capital, LLC
Last update 2023-02-07 190 Stocks (1 new)
Value $158.00 Mil Turnover 0 %
Countries:
Top Holdings: AZO(10.42%)BOC(8.06%)CPRT(7.24%)BRK.B(6.57%)ROST(5.36%)
Summary Stock Picks Current Portfolio
Red Cedar Capital, LLC Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AZO 		AutoZone Inc
6,662
16,430.0
-0.09%
10.420
-0.01%
0.040
+7.29%
+15.42%
61,823.4
Vehicles & Parts
BOC 		Boston Omaha Corp
479,394
12,704.0
+0.11%
8.060
+0.01%
1.610
+6.01%
+5.71%
471.5
Conglomerates
CPRT 		Copart Inc
374,932
11,415.0
+0.11%
7.240
+0.01%
0.040
-4.36%
-7.96%
51,029.0
Business Services
BRK.B 		Berkshire Hathaway Inc
33,510
10,351.0
-0.31%
6.570
-0.02%
0.000
+1.34%
+12.33%
1,098,052.6
Insurance
ROST 		Ross Stores Inc
72,823
8,453.0
0%
5.360
0%
0.020
+2.70%
-6.30%
46,461.0
Retail - Cyclical
KO 		Coca-Cola Co
92,707
5,897.0
0%
3.740
0%
0.000
+2.03%
+16.14%
308,960.3
Beverages - Non-Alcoholic
WAT 		Waters Corp
16,912
5,793.0
+0.27%
3.670
+0.01%
0.030
-3.94%
-3.40%
21,325.7
Medical Diagnostics & Research
HCA 		HCA Healthcare Inc
22,889
5,492.0
+0.55%
3.480
+0.02%
0.010
+18.30%
+26.49%
91,131.8
Healthcare Providers & Services
ACN 		Accenture PLC
20,048
5,350.0
+0.90%
3.390
+0.03%
0.000
-11.17%
-9.51%
197,467.3
Software
WFC 		Wells Fargo & Co
129,200
5,335.0
0%
3.380
0%
0.000
-2.90%
+6.44%
240,777.0
Banks

Red Cedar Capital, LLC's Historical Top Holdings Breakdowns

Red Cedar Capital, LLC Total Holding History ($B)

To

Red Cedar Capital, LLC's Asset Allocation

To

Red Cedar Capital, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Red Cedar Capital, LLC's Hypothetical Growth since 2022-12-31

Red Cedar Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Red Cedar Capital, LLC's Holdings Heat Map

Size field:

Red Cedar Capital, LLC's Holdings Bubble Chart

Red Cedar Capital, LLC News

  • 1

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