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Red Cedar Capital, LLC

Q4 2018 Holdings

Filed 2019-01-28 | 152 holdings | $19.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Boston Omaha Corpora(BOC)Com101044105$11.8M502,44760.7%
AutoZone Inc.(AZO)Com053332102$6.4M7,66833.2%
CarMax Inc.(KMX)Com143130102$793.0K12,6444.1%
Abbvie Inc(ABBV)Com00287Y109$276.0K2,9961.4%
Cisco Sys Inc(CSCO)Com17275R102$39.0K9000.2%
Copart Inc(CPRT)Com217204106$6.9K143,6750.0%
Berkshire Hathaway Inc.(BRK/B)Class B New084670702$6.7K32,8240.0%
Ross Stores Inc(ROST)Com778296103$4.5K54,6650.0%
Coca Cola Co.(KO)Com191216100$4.4K93,8530.0%
Mistras Group Inc(MG)Com60649T107$3.6K253,2360.0%
Waters Corp(WAT)Com941848103$3.6K19,2530.0%
Berkshire Hathaway Inc.(BRK/A)Class A084670108$3.4K110.0%
Wells Fargo Co New(WFC)Com949746101$3.3K70,5700.0%
Diageo P L C(DGED)Spon ADR New25243Q205$2.9K20,4830.0%
Discovery Communicatns New(DISCKUSD)Com Ser C25470F302$2.8K119,1960.0%
Accenture Plc Cl A(ACN)Shs Class AG1151C101$2.6K18,7060.0%
Alphabet Inc Class C(GOOG)Cap Stk Class c02079K107$2.6K2,5220.0%
Alphabet Inc Class A(GOOGL)Cap Stk Class A02079K305$2.1K2,0180.0%
ConAgra Brands, Inc.(CAG)Com205887102$2.1K98,4430.0%
Anheuser-Busch InBev(BUD)Sponsored ADR03524A108$2.1K31,8540.0%
Teleflex Incorporated(TFX)Com879369106$2.0K7,6670.0%
Anthem Inc(ELV)Com036752103$1.8K6,8800.0%
Liberty Media Corp Delaware(LM03)Com A Siriusxm531229409$1.6K43,6310.0%
Markel Corp(MKL)Com570535104$1.3K1,2620.0%
Liberty Media Corp Delaware(LM05)Com Ser A FRMLA531229870$1.3K43,9730.0%
US Bancorp Del(USB)Com New902973304$1.3K27,6570.0%
Pepsico Incorporated(PEP)Com713448108$1.1K9,9940.0%
Mfa Finl IncCom55272X102$1.1K160,0150.0%
UnitedHealth Group Inc(UNH)Com91324P102$1.0K4,0620.0%
Colfax CorporationCom194014106$94044,9570.0%
Tjx Companies Inc(TJX)Com872540109$85619,1420.0%
Microsoft Corp.(MSFT)Com594918104$7387,2690.0%
Teva Pharm Inds Ltd(TEVA)Sponsored ADR881624209$71446,2870.0%
3M Co(MMM)Com88579Y101$7133,7430.0%
CVS Corp.(CVS)Com126650100$69010,5300.0%
KAR Auction Svcs Inc(OPLN)Com48238T109$68014,2590.0%
Apple Inc(AAPL)Com037833100$6514,1250.0%
Bank Amer Corp(BAC)Com060505104$56622,9850.0%
American Express Corp.(AXP)Com025816109$5055,3000.0%
Royal Dutch Shell PLC(RDS/A)Spons ADR A780259206$4828,2770.0%
Advance Auto Parts Inc(AAP)Com00751Y106$4512,8620.0%
Amgen, Inc.(AMGN)Com031162100$4442,2800.0%
Home Depot, Inc.(HD)Com437076102$4392,5530.0%
Allstate Corp.(ALL)Com020002101$4135,0000.0%
Brookfield Asset MgmtCl A LTD VT SH112585104$40310,5000.0%
Schwab Strategic Tr(SCHX)US Lrg Cap ETF808524201$3996,6800.0%
Brown Forman Corp Cl B(BF/B)Class B115637209$3787,9540.0%
Amdocs Limited(DOX)ShsG02602103$3746,3800.0%
Capital One Financial Corp(COF)Com14040H105$3414,5120.0%
Baxter International Inc.(BAX)Com071813109$3224,8930.0%
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