Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Red Cedar Capital, LLC (CIK 1729867) reported $157.7M across 190 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: AZO ($16.4M, 10.42%), BOC ($12.7M, 8.06%), CPRT ($11.4M, 7.24%), BRK/B ($10.4M, 6.57%), ROST ($8.5M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AZO | AutoZone Inc. | $16.4M | 10.42% | 6,662 | Trimmed |
| 2 | BOC | Boston Omaha Corpora | $12.7M | 8.06% | 479,394 | Added |
| 3 | CPRT | Copart Inc | $11.4M | 7.24% | 187,466 | Added |
| 4 | BRK/B | Berkshire Hathaway Inc. | $10.4M | 6.57% | 33,510 | Trimmed |
| 5 | ROST | Ross Stores Inc | $8.5M | 5.36% | 72,823 | Hold |
| 6 | KO | Coca Cola Co. | $5.9M | 3.74% | 92,707 | Hold |
| 7 | WAT | Waters Corp | $5.8M | 3.67% | 16,912 | Added |
| 8 | HCA | HCA Healthcare Inc. | $5.5M | 3.48% | 22,889 | Added |
| 9 | ACN | Accenture Plc Cl A | $5.3M | 3.39% | 20,048 | Added |
| 10 | WFC | Wells Fargo Co New | $5.3M | 3.38% | 129,200 | Hold |
| 11 | TFX | Teleflex Incorporated | $5.2M | 3.29% | 20,789 | Added |
| 12 | BRK/A | Berkshire Hathaway Inc. | $5.2M | 3.27% | 11 | Hold |
| 13 | GOOG | Alphabet Inc Class C | $4.2M | 2.66% | 47,093 | Hold |
| 14 | ELV | Elevance Health Inc | $3.5M | 2.24% | 6,880 | Hold |
| 15 | GOOGL | Alphabet Inc Class A | $3.2M | 2.05% | 36,700 | Hold |
| 16 | VMI | Valmont Industries Inc. | $3.1M | 1.97% | 9,386 | Trimmed |
| 17 | TJX | Tjx Companies Inc | $2.9M | 1.82% | 36,015 | Hold |
| 18 | AAPL | Apple Inc | $2.4M | 1.49% | 18,135 | Hold |
| 19 | FWONA | Liberty Media Corp Delaware | $2.2M | 1.38% | 40,845 | Hold |
| 20 | UNH | UnitedHealth Group Inc | $2.2M | 1.37% | 4,066 | Hold |
| 21 | MG | Mistras Group Inc | $1.9M | 1.24% | 395,210 | Added |
| 22 | USB | US Bancorp Del | $1.9M | 1.18% | 42,537 | Added |
| 23 | DEO | DIAGEO P L C | $1.9M | 1.18% | 10,482 | Hold |
| 24 | TEVA | Teva Pharm Inds Ltd | $1.7M | 1.08% | 186,501 | Added |
| 25 | PEP | Pepsico Incorporated | $1.6M | 1.04% | 9,065 | Hold |
Source: SEC Form 13F filings · as of 2022-12-31