HoldingsChannel.com
Red Cedar Capital LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Berkshire Hathaway Inc.      $10,241
     BRK.B32,740+35$6,811
     BRK.A11UNCH$3,430
Boston Omaha Corpora 503,941 +232 $9,993
     BOMN503,941+232$9,993
Copart Inc 110,892 -7,871 $8,908
     CPRT110,892-7,871$8,908
AutoZone Inc. 7,540 -115 $8,178
     AZO7,540-115$8,178
Ross Stores Inc 54,354 -108 $5,971
     ROST54,354-108$5,971
ConAgra Brands Inc. 187,901 +25,166 $5,765
     CAG187,901+25,166$5,765
Coca Cola Co. 93,854 +1 $5,109
     KO93,854+1$5,109
Mistras Group Inc 290,389 -457 $4,762
     MG290,389-457$4,762
Wells Fargo Co New 79,821 UNCH $4,026
     WFC79,821UNCH$4,026
Waters Corp 17,804 UNCH $3,974
     WAT17,804UNCH$3,974
Accenture Plc Cl A 18,671 UNCH $3,591
     ACN18,671UNCH$3,591
Alphabet Inc Class C 2,578 UNCH $3,143
     GOOG2,578UNCH$3,143
Anheuser Busch InBev 31,883 UNCH $3,034
     BUD31,883UNCH$3,034
Discovery Communicatns New 118,286 -390 $2,912
     DISCK118,286-390$2,912
DIAGEO P L C 17,468 -2,851 $2,856
     DEO17,468-2,851$2,856
Alphabet Inc Class A 2,098 -1 $2,562
     GOOGL2,098-1$2,562
Teleflex Incorporated 7,264 -118 $2,468
     TFX7,264-118$2,468
Liberty Media Corp Delaware 43,884 +138 $1,824
     LSXMA43,884+138$1,824
Liberty Media Corp Delaware 43,903 -70 $1,738
     FWONA43,903-70$1,738
Anthem Inc 6,880 UNCH $1,652
     ANTM6,880UNCH$1,652
US Bancorp Del 27,409 UNCH $1,517
     USB27,409UNCH$1,517
Markel Corp 1,211 -17 $1,431
     MKL1,211-17$1,431
Pepsico Incorporated 9,994 UNCH $1,370
     PEP9,994UNCH$1,370
KAR Auction SVCS Inc 54,002 +39,139 $1,326
     KAR54,002+39,139$1,326
Colfax Corporation 44,725 -129 $1,300
     CFX44,725-129$1,300
Mfa Finl Inc 167,784 UNCH $1,235
     MFA167,784UNCH$1,235
CarMax Inc. 12,372 UNCH $1,089
     KMX12,372UNCH$1,089
Tjx Companies Inc 18,808 UNCH $1,048
     TJX18,808UNCH$1,048
Microsoft Corp. 7,170 -99 $997
     MSFT7,170-99$997
Apple Inc 4,090 -35 $916
     AAPL4,090-35$916
UnitedHealth Group Inc 4,062 UNCH $883
     UNH4,062UNCH$883
Bank Amer Corp 22,985 UNCH $670
     BAC22,985UNCH$670
CVS Corp. 10,530 UNCH $664
     CVS10,530UNCH$664
Iaa Inc 14,863 UNCH $620
     IAA14,863UNCH$620
3M Co 3,743 UNCH $615
     MMM3,743UNCH$615
American Express Corp. 5,172 -20 $612
     AXP5,172-20$612
Home Depot Inc. 2,553 UNCH $592
     HD2,553UNCH$592
Brookfield Asset Mgmt 10,500 UNCH $557
     BAM10,500UNCH$557
Allstate Corp. 5,000 UNCH $543
     ALL5,000UNCH$543
Schwab Strategic Tr 6,748 +30 $479
     SCHX6,748+30$479
Royal Dutch Shell PLC      $475
     RDS.A8,063UNCH$475
Advance Auto Parts Inc 2,862 UNCH $473
     AAP2,862UNCH$473
Brown Forman Corp Cl B      $458
     BF.B7,291UNCH$458
Amgen Inc. 2,280 UNCH $441
     AMGN2,280UNCH$441
Baxter International Inc. 4,893 UNCH $428
     BAX4,893UNCH$428
Moodys Corp 2,070 UNCH $424
     MCO2,070UNCH$424
Amdocs Limited 6,380 UNCH $422
     DOX6,380UNCH$422
Capital One Financial Corp 4,512 UNCH $411
     COF4,512UNCH$411
Teva Pharm Inds Ltd 46,413 UNCH $319
     TEVA46,413UNCH$319
NOVARTIS AG 3,140 UNCH $273
     NVS3,140UNCH$273

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 09/30/2019: $121,476
At 06/30/2019: $118,080

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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