Red Cedar Capital, LLC 13F Holdings

CIK 0001729867 · OMAHA, NE

As of Dec 31, 2022, Red Cedar Capital, LLC reported 191 positions worth 57.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AUTOZONE INCAZOConsumer Cyclical6,662 6.4K10.42%
BOSTON OMAHA CORPBOCCommunication Services479,394 2.7K8.06%
COPART INCCPRTIndustrials187,466 1.4K7.24%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services33,510 0.4K6.57%
ROSS STORES INCROSTConsumer Cyclical72,823$8.5K5.36%
COCA COLA COKOConsumer Defensive92,707$5.9K3.74%
WATERS CORPWATHealthcare16,912$5.8K3.67%
HCA HEALTHCARE INCHCAHealthcare22,889$5.5K3.48%
ACCENTURE PLCACNTechnology20,048$5.4K3.39%
WELLS FARGO & COMPANYWFCFinancial Services129,200$5.3K3.38%
TELEFLEX INCTFXHealthcare20,789$5.2K3.29%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services11$5.2K3.27%
ALPHABET INCGOOGEquity47,093$4.2K2.66%
ELEVANCE HEALTH INCELVHealthcare6,880$3.5K2.24%
ALPHABET INCGOOGLEquity36,700$3.2K2.05%
VALMONT INDUSTRIES INCVMIIndustrials9,386$3.1K1.97%
TJX COMPANIES INCTJXConsumer Cyclical36,015$2.9K1.82%
APPLE INCAAPLTechnology18,135$2.4K1.49%
Liberty Formula One GroupFWONACommunication Services40,845$2.2K1.38%
UNITEDHEALTH GROUP INCUNHHealthcare4,066$2.2K1.37%
MISTRAS GROUP INCMGIndustrials395,210 .9K1.24%
DIAGEO PLCDEOConsumer Defensive10,482 .9K1.18%
US BANCORPUSBFinancial Services42,537 .9K1.18%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAHealthcare186,501 .7K1.08%
PEPSICO INCPEPConsumer Defensive9,065 .6K1.04%