Red Cedar Management, LP Buys United Rentals Inc, Advance Auto Parts Inc, HealthEquity Inc, Sells Dollar General Corp, Microsoft Corp

• New Purchases: URI, AAP, HQY, CTRP, TIF, ZTO,
• Added Positions: USCR, QNST, CAT,
• Sold Out: DG, MSFT,

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

1. US Concrete Inc (USCR) - 220,000 shares, 9.45% of the total portfolio. Shares added by 29.41%
2. Martin Marietta Materials Inc (MLM) - 40,000 shares, 8.34% of the total portfolio.
3. Summit Materials Inc (SUM) - 500,200 shares, 8.23% of the total portfolio.
4. EchoStar Corp (SATS) - 215,040 shares, 8.12% of the total portfolio.
5. WEX Inc (WEX) - 40,000 shares, 7.96% of the total portfolio.

Red Cedar Management, LP initiated holding in United Rentals Inc. The purchase prices were between $101.98 and $136.84, with an estimated average price of $123.34. The stock is now traded at around $127.09. The impact to a portfolio due to this purchase was 7.34%. The holding were 62,000 shares as of .

Red Cedar Management, LP initiated holding in Advance Auto Parts Inc. The purchase prices were between $151.77 and $170.53, with an estimated average price of $161.65. The stock is now traded at around $155.75. The impact to a portfolio due to this purchase was 5.3%. The holding were 30,000 shares as of .

Red Cedar Management, LP initiated holding in HealthEquity Inc. The purchase prices were between $52.86 and $84.51, with an estimated average price of $70.1. The stock is now traded at around $69.34. The impact to a portfolio due to this purchase was 4.6%. The holding were 60,000 shares as of .

Red Cedar Management, LP initiated holding in Ctrip.com International Ltd. The purchase prices were between $26.96 and $43.69, with an estimated average price of $34.89. The stock is now traded at around $38.85. The impact to a portfolio due to this purchase was 4.3%. The holding were 95,000 shares as of .

Red Cedar Management, LP initiated holding in Tiffany & Co. The purchase prices were between $79.59 and $105.55, with an estimated average price of $91.58. The stock is now traded at around $98.34. The impact to a portfolio due to this purchase was 3.83%. The holding were 35,000 shares as of .

Red Cedar Management, LP initiated holding in ZTO Express (Cayman) Inc. The purchase prices were between $15.33 and $21.15, with an estimated average price of $18.28. The stock is now traded at around $18.49. The impact to a portfolio due to this purchase was 3.32%. The holding were 175,000 shares as of .

Red Cedar Management, LP added to a holding in US Concrete Inc by 29.41%. The purchase prices were between $31.8 and $43.75, with an estimated average price of $38.32. The stock is now traded at around $48.76. The impact to a portfolio due to this purchase was 2.15%. The holding were 220,000 shares as of .

Red Cedar Management, LP added to a holding in QuinStreet Inc by 52.78%. The purchase prices were between $12.79 and $19.72, with an estimated average price of $15.54. The stock is now traded at around $15.16. The impact to a portfolio due to this purchase was 1.32%. The holding were 275,000 shares as of .

Red Cedar Management, LP sold out a holding in Dollar General Corp. The sale prices were between $107.71 and $120.68, with an estimated average price of $116.19.

Red Cedar Management, LP sold out a holding in Microsoft Corp. The sale prices were between $97.4 and $120.22, with an estimated average price of $108.95.