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Red Cedar Capital, LLC

Q1 2020 Holdings

Filed 2020-04-30 | 145 holdings | $17.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Boston Omaha Corpora(BOC)Com101044105$10.0M554,70457.5%
AutoZone Inc.(AZO)Com053332102$6.5M7,64837.0%
CarMax Inc.(KMX)Com143130102$659.0K12,2493.8%
Abbvie Inc(ABBV)Com00287Y109$211.0K2,7631.2%
Copart Inc(CPRT)Com217204106$7.5K109,6140.0%
Berkshire Hathaway Inc.(BRK/B)Class B New084670702$6.5K35,3480.0%
ConAgra Brands, Inc.(CAG)Com205887102$5.6K192,3390.0%
Ross Stores Inc(ROST)Com778296103$5.3K60,3790.0%
Coca Cola Co.(KO)Com191216100$4.2K93,8540.0%
Waters Corp(WAT)Com941848103$3.3K17,8510.0%
Accenture Plc Cl A(ACN)Shs Class AG1151C101$3.2K19,8630.0%
Alphabet Inc Class C(GOOG)Cap Stk Class c02079K107$3.1K2,6490.0%
Berkshire Hathaway Inc.(BRK/A)Class A084670108$3.0K110.0%
Wells Fargo Co New(WFC)Com949746101$2.8K98,5160.0%
Alphabet Inc Class A(GOOGL)Cap Stk Class A02079K305$2.4K2,0980.0%
Teleflex Incorporated(TFX)Com879369106$2.1K7,2640.0%
Conocophillips(COP)Com20825C104$2.0K650.0%
Tjx Companies Inc(TJX)Com872540109$1.8K36,7460.0%
Discovery Communicatns New(DISCKUSD)Com Ser C25470F302$1.6K93,3310.0%
US Bancorp Del(USB)Com New902973304$1.6K46,4230.0%
Anthem Inc(ELV)Com036752103$1.6K6,8800.0%
Diageo P L C(DGED)Spon ADR New25243Q205$1.5K11,7110.0%
Anheuser-Busch InBev(BUD)Sponsored ADR03524A108$1.4K31,5630.0%
HCA Healthcare Inc.(HCA)Com40412C101$1.4K15,5000.0%
Mistras Group Inc(MG)Com60649T107$1.3K300,3790.0%
Pepsico Incorporated(PEP)Com713448108$1.2K9,9940.0%
Microsoft Corp.(MSFT)Com594918104$1.2K7,3700.0%
Liberty Media Corp Delaware(LM05)Com Ser A FRMLA531229870$1.1K43,5030.0%
Markel Corp(MKL)Com570535104$1.1K1,1970.0%
Apple Inc(AAPL)Com037833100$1.0K4,0900.0%
Teva Pharm Inds Ltd(TEVA)Sponsored ADR881624209$1.0K115,1730.0%
UnitedHealth Group Inc(UNH)Com91324P102$1.0K4,0620.0%
Colfax CorporationCom194014106$88644,7670.0%
KAR Auction Svcs Inc(OPLN)Com48238T109$69958,2720.0%
CVS Corp.(CVS)Com126650100$62510,5300.0%
3M Co(MMM)Com88579Y101$5113,7430.0%
Bank Amer Corp(BAC)Com060505104$48822,9850.0%
Home Depot, Inc.(HD)Com437076102$4772,5530.0%
Brookfield Asset MgmtCl A LTD VT SH112585104$47210,6730.0%
Iaa Inc(IAA-WUSD)Com449253103$46615,5630.0%
Amgen, Inc.(AMGN)Com031162100$4622,2800.0%
Allstate Corp.(ALL)Com020002101$4595,0000.0%
Moodys Corp(MCO)Com615369105$4382,0700.0%
American Express Corp.(AXP)Com025816109$4325,0410.0%
Schwab Strategic Tr(SCHX)US Lrg Cap ETF808524201$4206,8600.0%
Brown Forman Corp Cl B(BF/B)Class B115637209$4057,2910.0%
Baxter International Inc.(BAX)Com071813109$3974,8930.0%
Amdocs Limited(DOX)ShsG02602103$3516,3800.0%
Johnson & Johnson(JNJ)Com478160104$2702,0580.0%
Advance Auto Parts Inc(AAP)Com00751Y106$2672,8620.0%
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