Red Cedar Management, LP 13F Holdings
CIK 0001703147 · PARK CITY, UT
As of Mar 31, 2020, Red Cedar Management, LP reported 20 positions worth $60.3K in its SEC Form 13F filing.
Top 20 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ECHOSTAR CORP | SATS | Technology | 252,240 | $8.1K | 13.38% |
| QUINSTREET INC | QNST | Communication Services | 1,000,000 | $8.1K | 13.35% |
| AVANTAX INC | AVTA | Financial Services | 410,000 | $4.9K | 8.20% |
| US CONCRETE INC | USCR | Basic Materials | 250,000 | $4.5K | 7.52% |
| AMAZON.COM INC | AMZN | Equity | 2,250 | $4.4K | 7.28% |
| VULCAN MATERIALS CO | VMC | Basic Materials | 33,000 | $3.6K | 5.92% |
| SUMMIT MATLS INC | — | — | 200,538 | $3.0K | 4.99% |
| HOME DEPOT INC | HD | Consumer Cyclical | 14,000 | $2.6K | 4.34% |
| ALARMCOM HOLDINGS INC | ALRM | Technology | 60,000 | $2.3K | 3.87% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 27,000 | $2.3K | 3.83% |
| META PLATFORMS INC | META | Communication Services | 13,500 | $2.3K | 3.74% |
| SCHWAB CHARLES CORP | SCHW | Equity | 65,000 | $2.2K | 3.62% |
| MORGAN STANLEY | MS | Financial Services | 60,000 | $2.0K | 3.38% |
| QUALCOMM INC | QCOM | Technology | 30,000 | $2.0K | 3.37% |
| WEX INC | WEX | Technology | 17,500 |