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

Investment company Red Cedar Management, LP buys United Rentals Inc, Advance Auto Parts Inc, HealthEquity Inc, Ctrip.com International, Tiffany, ZTO Express (Cayman) Inc, US Concrete Inc, QuinStreet Inc, sells Dollar General Corp, Microsoft Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Red Cedar Management, LP. As of 2019Q1, Red Cedar Management, LP owns 16 stocks with a total value of $96 million. These are the details of the buys and sells.

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
  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.
New Purchase: United Rentals Inc (URI)

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 .

New Purchase: Advance Auto Parts Inc (AAP)

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 .

New Purchase: HealthEquity Inc (HQY)

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 .

New Purchase: Ctrip.com International Ltd (CTRP)

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 .

New Purchase: Tiffany & Co (TIF)

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 .

New Purchase: ZTO Express (Cayman) Inc (ZTO)

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 .

Added: US Concrete Inc (USCR)

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 .

Added: QuinStreet Inc (QNST)

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 .

Sold Out: Dollar General Corp (DG)

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.

Sold Out: Microsoft Corp (MSFT)

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.



Here is the complete portfolio of Red Cedar Management, LP. Also check out:

1. Red Cedar Management, LP's Undervalued Stocks
2. Red Cedar Management, LP's Top Growth Companies, and
3. Red Cedar Management, LP's High Yield stocks
4. Stocks that Red Cedar Management, LP keeps buying

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