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Red Cedar Capital, LLC

Q4 2021 Holdings

Filed 2022-02-09 | 167 holdings | $30.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
AutoZone Inc.(AZO)Com053332102$15.0M7,16748.6%
Boston Omaha Corpora(BOC)Com101044105$13.7M477,07444.4%
CarMax Inc.(KMX)Com143130102$1.5M11,6894.9%
Abbvie Inc(ABBV)Com00287Y109$376.0K2,7761.2%
Costco Whsl Corp New(COST)Com22160K105$66.0K1170.2%
Cisco Sys Inc(CSCO)Com17275R102$49.0K7660.2%
Copart Inc(CPRT)Com217204106$13.8K91,3280.0%
Berkshire Hathaway Inc.(BRK/B)Class B New084670702$10.1K33,8530.0%
Accenture Plc Cl A(ACN)Shs Class AG1151C101$8.2K19,8730.0%
Alphabet Inc Class C(GOOG)Cap Stk Class c02079K107$6.7K2,3210.0%
Ross Stores Inc(ROST)Com778296103$6.5K56,7030.0%
Wells Fargo Co New(WFC)Com949746101$6.3K131,8580.0%
Waters Corp(WAT)Com941848103$6.3K16,8160.0%
ConAgra Brands, Inc.(CAG)Com205887102$6.1K177,3860.0%
Coca Cola Co.(KO)Com191216100$5.5K92,7060.0%
Alphabet Inc Class A(GOOGL)Cap Stk Class A02079K305$5.3K1,8430.0%
Berkshire Hathaway Inc.(BRK/A)Class A084670108$5.0K110.0%
HCA Healthcare Inc.(HCA)Com40412C101$3.9K15,2220.0%
Dream Finders Homes Inc(DFH)Com Cl A26154D100$3.3K169,4250.0%
Anthem Inc(ELV)Com036752103$3.2K6,8800.0%
Apple Inc(AAPL)Com037833100$3.0K16,7120.0%
Mistras Group Inc(MG)Com60649T107$2.9K386,3070.0%
Valmont Industries Inc.(VMI)Com920253101$2.9K11,3930.0%
Tjx Companies Inc(TJX)Com872540109$2.7K35,5600.0%
Liberty Media Corp Delaware(LM05)Com Ser A FRMLA531229870$2.4K40,8450.0%
Teleflex Incorporated(TFX)Com879369106$2.4K7,3490.0%
US Bancorp Del(USB)Com New902973304$2.4K42,0350.0%
Diageo P L C(DGED)Spon ADR New25243Q205$2.3K10,4430.0%
Microsoft Corp.(MSFT)Com594918104$2.1K6,3330.0%
UnitedHealth Group Inc(UNH)Com91324P102$2.0K4,0660.0%
Carnival Corp(CCL)Unit 99/99/9999143658300$2.0K1000.0%
Colfax CorporationCom194014106$2.0K43,4720.0%
Spdr S&P 500 ETF TR(SPY)TR Unit78462F103$1.6K3,3810.0%
Pepsico Incorporated(PEP)Com713448108$1.6K9,0650.0%
Teva Pharm Inds Ltd(TEVA)Sponsored ADR881624209$1.5K185,9200.0%
Markel Corp(MKL)Com570535104$1.4K1,1650.0%
Vanguard Scottsdale FDS(VCSH)Shrt Trm Corp BD92206C409$1.3K16,0550.0%
Bank Amer Corp(BAC)Com060505104$1.2K26,9470.0%
CVS Corp.(CVS)Com126650100$1.1K10,5300.0%
Home Depot, Inc.(HD)Com437076102$1.1K2,5530.0%
Colgate Palmolive Co(CL)Com194162103$1.0K130.0%
Brookfield Asset MgmtCl A LTD VT SH112585104$96716,0090.0%
American Express Corp.(AXP)Com025816109$8215,0160.0%
Moodys Corp(MCO)Com615369105$8092,0700.0%
Schwab Strategic Tr(SCHX)US Lrg Cap ETF808524201$7846,8880.0%
Advance Auto Parts Inc(AAP)Com00751Y106$6872,8620.0%
Iaa Inc(IAA-WUSD)Com449253103$67313,3070.0%
3M Co(MMM)Com88579Y101$6653,7430.0%
Capital One Financial Corp(COF)Com14040H105$6554,5120.0%
Allstate Corp.(ALL)Com020002101$5885,0000.0%
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