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Red Cedar Capital, LLC

Q1 2022 Holdings

Filed 2022-05-11 | 176 holdings | $28.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
AutoZone Inc.(AZO)Com053332102$14.7M7,17551.3%
Boston Omaha Corpora(BOC)Com101044105$12.1M477,94142.4%
CarMax Inc.(KMX)Com143130102$1.1M11,6893.9%
Abbvie Inc(ABBV)Com00287Y109$450.0K2,7761.6%
Costco Whsl Corp New(COST)Com22160K105$67.0K1170.2%
Cisco Sys Inc(CSCO)Com17275R102$43.0K7660.2%
Berkshire Hathaway Inc.(BRK/B)Class B New084670702$12.0K34,0560.0%
Copart Inc(CPRT)Com217204106$11.5K91,6140.0%
Teleflex Incorporated(TFX)Com879369106$7.2K20,3920.0%
Accenture Plc Cl A(ACN)Shs Class AG1151C101$6.7K19,7310.0%
Alphabet Inc Class C(GOOG)Cap Stk Class c02079K107$6.5K2,3260.0%
Wells Fargo Co New(WFC)Com949746101$6.3K129,1560.0%
Coca Cola Co.(KO)Com191216100$5.7K92,7060.0%
Berkshire Hathaway Inc.(BRK/A)Class A084670108$5.6K110.0%
Ross Stores Inc(ROST)Com778296103$5.2K58,0000.0%
Waters Corp(WAT)Com941848103$5.2K16,8100.0%
Alphabet Inc Class A(GOOGL)Cap Stk Class A02079K305$5.1K1,8280.0%
HCA Healthcare Inc.(HCA)Com40412C101$3.9K15,4080.0%
Anthem Inc(ELV)Com036752103$3.4K6,8800.0%
Apple Inc(AAPL)Com037833100$3.2K18,1350.0%
Dream Finders Homes Inc(DFH)Com Cl A26154D100$2.9K170,9550.0%
Valmont Industries Inc.(VMI)Com920253101$2.7K11,3930.0%
Liberty Media Corp Delaware(LM05)Com Ser A FRMLA531229870$2.6K40,8450.0%
Mistras Group Inc(MG)Com60649T107$2.6K389,8240.0%
US Bancorp Del(USB)Com New902973304$2.2K42,1430.0%
Tjx Companies Inc(TJX)Com872540109$2.2K35,5760.0%
Diageo P L C(DGED)Spon ADR New25243Q205$2.1K10,4430.0%
UnitedHealth Group Inc(UNH)Com91324P102$2.1K4,0660.0%
Carnival Corp(CCL)Unit 99/99/9999143658300$2.0K1000.0%
Microsoft Corp.(MSFT)Com594918104$2.0K6,4340.0%
Teva Pharm Inds Ltd(TEVA)Sponsored ADR881624209$1.7K186,0390.0%
Colfax CorporationCom194014106$1.7K43,0310.0%
ConAgra Brands, Inc.(CAG)Com205887102$1.7K50,5790.0%
Spdr S&P 500 ETF TR(SPY)TR Unit78462F103$1.6K3,4410.0%
Pepsico Incorporated(PEP)Com713448108$1.5K9,0650.0%
Vanguard Scottsdale FDS(VCSH)Shrt Trm Corp BD92206C409$1.4K18,1870.0%
Bank Amer Corp(BAC)Com060505104$1.1K26,9470.0%
CVS Corp.(CVS)Com126650100$1.1K10,5300.0%
American Express Corp.(AXP)Com025816109$9385,0160.0%
Brookfield Asset MgmtCl A LTD VT SH112585104$90616,0090.0%
Home Depot, Inc.(HD)Com437076102$7642,5530.0%
Schwab Strategic Tr(SCHX)US Lrg Cap ETF808524201$74213,7760.0%
Moodys Corp(MCO)Com615369105$6982,0700.0%
Allstate Corp.(ALL)Com020002101$6935,0000.0%
Advance Auto Parts Inc(AAP)Com00751Y106$5922,8620.0%
Capital One Financial Corp(COF)Com14040H105$5924,5120.0%
3M Co(MMM)Com88579Y101$5573,7430.0%
Amgen, Inc.(AMGN)Com031162100$5512,2800.0%
Amdocs Limited(DOX)ShsG02602103$5256,3800.0%
Iaa Inc(IAA-WUSD)Com449253103$48412,6560.0%
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