Institutional Manager · CIK 0001729867
Red Cedar Capital, LLC
OMAHA, NE · File #028-18356
Latest AUM
$157,666
Positions
191
Top-10 Concentration
58.1%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Mar 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AutoZone Inc. | AZO | 6,662 | $16,430 | 10.94% |
| 2 | Boston Omaha Corpora | BOC | 479,394 | $12,704 | 8.46% |
| 3 | Copart Inc | CPRT | 187,466 | $11,415 | 7.60% |
| 4 | Berkshire Hathaway Inc. | BRK-A | 33,510 | $10,351 | 6.89% |
| 5 | Ross Stores Inc | ROST | 72,823 | $8,453 | 5.63% |
| 6 | Coca Cola Co. | KO | 92,707 | $5,897 | 3.93% |
| 7 | Waters Corp | 941848103 | 16,912 | $5,793 | 3.86% |
| 8 | HCA Healthcare Inc. | HCA | 22,889 | $5,492 | 3.66% |
| 9 | Accenture Plc Cl A | ACN | 20,048 | $5,350 | 3.56% |
| 10 | Wells Fargo Co New | 949746101 | 129,200 | $5,335 | 3.55% |
| 11 | Teleflex Incorporated | TFX | 20,789 | $5,189 | 3.46% |
| 12 | Berkshire Hathaway Inc. | BRK-A | 11 | $5,156 | 3.43% |
| 13 | Alphabet Inc Class C | GOOG | 47,093 | $4,200 | 2.80% |
| 14 | Elevance Health Inc | ELV | 6,880 | $3,529 | 2.35% |
| 15 | Alphabet Inc Class A | GOOG | 36,700 | $3,238 | 2.16% |
| 16 | Valmont Industries Inc. | 920253101 | 9,386 | $3,104 | 2.07% |
| 17 | Tjx Companies Inc | 872540109 | 36,015 | $2,867 | 1.91% |
| 18 | Apple Inc | AAPL | 18,135 | $2,356 | 1.57% |
| 19 | Liberty Media Corp Delaware | FWONB | 40,845 | $2,182 | 1.45% |
| 20 | UnitedHealth Group Inc | UNH | 4,066 | $2,156 | 1.44% |