StockDriftsStockDriftsTop 50 Red Cedar Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AZO | AutoZone Inc. | 10.42% | 6.7K | $16K | -0.09%(-6) | — | 2022-12-31 | |
| BOC | Boston Omaha Corpora | 8.06% | 479.4K | $13K | +0.11%(+503) | — | 2022-12-31 | |
| CPRT | Copart Inc | 7.24% | 187.5K | $11K | +100.22%(+93.84K) | — | 2022-12-31 | |
| BRKB | Berkshire Hathaway Inc. | 6.57% | 33.5K | $10K | -0.31%(-104) | — | 2022-12-31 | |
| ROST | Ross Stores Inc | 5.36% | 72.8K | $8K | +0.00%(+0) | — | 2022-12-31 | |
| KO | Coca Cola Co. | 3.74% | 92.7K | $6K | +0.00%(+0) | — | 2022-12-31 | |
| WAT | Waters Corp | 3.67% | 16.9K | $6K | +0.27%(+45) | — | 2022-12-31 | |
| HCA | HCA Healthcare Inc. | 3.48% | 22.9K | $5K | +0.55%(+125) | — | 2022-12-31 | |
| ACN | Accenture Plc Cl A | 3.39% | 20.0K | $5K | +0.90%(+178) | — | 2022-12-31 | |
| WFC | Wells Fargo Co New | 3.38% | 129.2K | $5K | +0.00%(+0) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Red Cedar Capital, Llc reports $157.67K in US-listed equity holdings across 191 positions in its most recent 13F filing. Its largest disclosed positions are AZO (10.4%), BOC (8.1%) and CPRT (7.2%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Red Cedar Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729867). View Red Cedar Capital, Llc’s 13F filings on SEC