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Red Cedar Capital, LLC

Q4 2019 Holdings

Filed 2020-01-29 | 146 holdings | $21.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Boston Omaha Corpora(BOC)Com101044105$10.6M503,21750.3%
AutoZone Inc.(AZO)Com053332102$9.0M7,53242.6%
CarMax Inc.(KMX)Com143130102$1.1M12,2495.1%
Abbvie Inc(ABBV)Com00287Y109$265.0K2,9961.3%
Cisco Sys Inc(CSCO)Com17275R102$43.0K9000.2%
Copart Inc(CPRT)Com217204106$10.0K110,2140.0%
Berkshire Hathaway Inc.(BRK/B)Class B New084670702$7.4K32,6190.0%
Avanos Med Inc(AVNS)Com05350V106$7.0K2080.0%
ConAgra Brands, Inc.(CAG)Com205887102$6.4K187,7670.0%
Ross Stores Inc(ROST)Com778296103$6.3K53,9620.0%
Coca Cola Co.(KO)Com191216100$5.2K93,8540.0%
Costco Whsl Corp New(COST)Com22160K105$5.0K170.0%
Wells Fargo Co New(WFC)Com949746101$4.3K79,6890.0%
Waters Corp(WAT)Com941848103$4.2K17,8040.0%
Mistras Group Inc(MG)Com60649T107$4.1K290,1610.0%
Accenture Plc Cl A(ACN)Shs Class AG1151C101$3.9K18,6710.0%
Berkshire Hathaway Inc.(BRK/A)Class A084670108$3.7K110.0%
Discovery Communicatns New(DISCKUSD)Com Ser C25470F302$3.6K117,6980.0%
Alphabet Inc Class C(GOOG)Cap Stk Class c02079K107$3.4K2,5720.0%
Alphabet Inc Class A(GOOGL)Cap Stk Class A02079K305$2.8K2,0980.0%
Teleflex Incorporated(TFX)Com879369106$2.7K7,2640.0%
Anheuser-Busch InBev(BUD)Sponsored ADR03524A108$2.6K31,8050.0%
Diageo P L C(DGED)Spon ADR New25243Q205$2.5K15,1020.0%
KAR Auction Svcs Inc(OPLN)Com48238T109$2.5K114,3350.0%
Liberty Media Corp Delaware(LM03)Com A Siriusxm531229409$2.1K43,7920.0%
Anthem Inc(ELV)Com036752103$2.1K6,8800.0%
Liberty Media Corp Delaware(LM05)Com Ser A FRMLA531229870$1.9K43,5030.0%
Colfax CorporationCom194014106$1.6K44,7670.0%
US Bancorp Del(USB)Com New902973304$1.6K27,2090.0%
Markel Corp(MKL)Com570535104$1.4K1,1970.0%
Pepsico Incorporated(PEP)Com713448108$1.4K9,9940.0%
Mfa Finl IncCom55272X102$1.3K167,7840.0%
Apple Inc(AAPL)Com037833100$1.2K4,0900.0%
UnitedHealth Group Inc(UNH)Com91324P102$1.2K4,0620.0%
Tjx Companies Inc(TJX)Com872540109$1.1K18,8080.0%
Microsoft Corp.(MSFT)Com594918104$1.1K7,1700.0%
Bank Amer Corp(BAC)Com060505104$81022,9850.0%
CVS Corp.(CVS)Com126650100$78210,5300.0%
Iaa Inc(IAA-WUSD)Com449253103$70014,8630.0%
3M Co(MMM)Com88579Y101$6603,7430.0%
American Express Corp.(AXP)Com025816109$6445,1720.0%
Brookfield Asset MgmtCl A LTD VT SH112585104$62210,7600.0%
Allstate Corp.(ALL)Com020002101$5625,0000.0%
Home Depot, Inc.(HD)Com437076102$5572,5530.0%
Amgen, Inc.(AMGN)Com031162100$5502,2800.0%
Schwab Strategic Tr(SCHX)US Lrg Cap ETF808524201$5246,8210.0%
Brown Forman Corp Cl B(BF/B)Class B115637209$4937,2910.0%
Moodys Corp(MCO)Com615369105$4912,0700.0%
Capital One Financial Corp(COF)Com14040H105$4644,5120.0%
Royal Dutch Shell PLC(RDS/A)Spons ADR A780259206$4637,8520.0%
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