HoldingsChannel.com
Red Cedar Capital LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Berkshire Hathaway Inc.      $11,124
     BRK.B32,619-121$7,388
     BRK.A11UNCH$3,736
Boston Omaha Corpora 503,217 -724 $10,588
     BOMN503,217-724$10,588
Copart Inc 110,214 -678 $10,023
     CPRT110,214-678$10,023
AutoZone Inc. 7,532 -8 $8,973
     AZO7,532-8$8,973
ConAgra Brands Inc. 187,767 -134 $6,429
     CAG187,767-134$6,429
Ross Stores Inc 53,962 -392 $6,282
     ROST53,962-392$6,282
Coca Cola Co. 93,854 UNCH $5,195
     KO93,854UNCH$5,195
Wells Fargo Co New 79,689 -132 $4,287
     WFC79,689-132$4,287
Waters Corp 17,804 UNCH $4,160
     WAT17,804UNCH$4,160
Mistras Group Inc 290,161 -228 $4,141
     MG290,161-228$4,141
Accenture Plc Cl A 18,671 UNCH $3,932
     ACN18,671UNCH$3,932
Discovery Communicatns New 117,698 -588 $3,589
     DISCK117,698-588$3,589
Alphabet Inc Class C 2,572 -6 $3,439
     GOOG2,572-6$3,439
Alphabet Inc Class A 2,098 UNCH $2,810
     GOOGL2,098UNCH$2,810
Teleflex Incorporated 7,264 UNCH $2,735
     TFX7,264UNCH$2,735
Anheuser Busch InBev 31,805 -78 $2,609
     BUD31,805-78$2,609
DIAGEO P L C 15,102 -2,366 $2,543
     DEO15,102-2,366$2,543
KAR Auction SVCS Inc 114,335 +60,333 $2,491
     KAR114,335+60,333$2,491
Liberty Media Corp Delaware 43,792 -92 $2,117
     LSXMA43,792-92$2,117
Anthem Inc 6,880 UNCH $2,078
     ANTM6,880UNCH$2,078
Liberty Media Corp Delaware 43,503 -400 $1,905
     FWONA43,503-400$1,905
Colfax Corporation 44,767 +42 $1,629
     CFX44,767+42$1,629
US Bancorp Del 27,209 -200 $1,613
     USB27,209-200$1,613
Markel Corp 1,197 -14 $1,368
     MKL1,197-14$1,368
Pepsico Incorporated 9,994 UNCH $1,366
     PEP9,994UNCH$1,366
Mfa Finl Inc 167,784 UNCH $1,284
     MFA167,784UNCH$1,284
Apple Inc 4,090 UNCH $1,201
     AAPL4,090UNCH$1,201
UnitedHealth Group Inc 4,062 UNCH $1,194
     UNH4,062UNCH$1,194
Tjx Companies Inc 18,808 UNCH $1,148
     TJX18,808UNCH$1,148
Microsoft Corp. 7,170 UNCH $1,131
     MSFT7,170UNCH$1,131
CarMax Inc. 12,249 -123 $1,074
     KMX12,249-123$1,074
Bank Amer Corp 22,985 UNCH $810
     BAC22,985UNCH$810
CVS Corp. 10,530 UNCH $782
     CVS10,530UNCH$782
Iaa Inc 14,863 UNCH $700
     IAA14,863UNCH$700
3M Co 3,743 UNCH $660
     MMM3,743UNCH$660
American Express Corp. 5,172 UNCH $644
     AXP5,172UNCH$644
Brookfield Asset Mgmt 10,760 +260 $622
     BAM10,760+260$622
Allstate Corp. 5,000 UNCH $562
     ALL5,000UNCH$562
Home Depot Inc. 2,553 UNCH $557
     HD2,553UNCH$557
Amgen Inc. 2,280 UNCH $550
     AMGN2,280UNCH$550
Schwab Strategic Tr 6,821 +73 $524
     SCHX6,821+73$524
Brown Forman Corp Cl B      $493
     BF.B7,291UNCH$493
Moodys Corp 2,070 UNCH $491
     MCO2,070UNCH$491
Capital One Financial Corp 4,512 UNCH $464
     COF4,512UNCH$464
Royal Dutch Shell PLC      $463
     RDS.A7,852-211$463
Amdocs Limited 6,380 UNCH $461
     DOX6,380UNCH$461
Teva Pharm Inds Ltd 46,997 +584 $461
     TEVA46,997+584$461
Advance Auto Parts Inc 2,862 UNCH $458
     AAP2,862UNCH$458
Baxter International Inc. 4,893 UNCH $409
     BAX4,893UNCH$409
Johnson & Johnson 2,058 UNCH $300
     JNJ2,058UNCH$300

See Full List: All Stocks Held By Red Cedar Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Red Cedar Capital LLC

Size ($ in 1000's)
At 12/31/2019: $131,227
At 09/30/2019: $121,476

Red Cedar Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Red Cedar Capital LLC 13F filings. Link to 13F filings: SEC filings

Red Cedar Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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