Red Cedar Management, LP

Q1 2020 13F Holdings

  • Location
    park city, UT
  • Num holdings

    20

  • Value ($000)

    $60,280

  • Date Filed
    05/15/2020
  • Form type
    13F-HR
  • CIK
    0001703147
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SATS
SATS

ECHOSTAR CORP-A

CL A
$8.06M
13 %

252,240

QNST
QNST

QUINNSTREET, INC.

COM
$8.05M
13 %

1,000,000

AVTA
AVTA

BLUCORA INC

COM
$4.94M
8 %

410,000

USCR
USCR

US CONCRETE INC

COM
$4.54M
8 %

250,000

AMZN
AMZN

AMAZON.COM INC

COM
$4.39M
7 %

2,250

VMC
VMC

VULCAN MATERIALS CO

COM
$3.57M
6 %

33,000

SUM
SUM

SUMMIT MATERIALS INC -CL A

CL A
$3.01M
5 %

200,538

HD
HD

HOME DEPOT INC

COM
$2.61M
4 %

14,000

ALRM
ALRM

ALARM.COM HOLDINGS INC

COM
$2.33M
4 %

60,000

AXP
AXP

AMERICAN EXPRESS CO

COM
$2.31M
4 %

27,000

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