51 is the total number of securities Red Cedar Management, LP has owned. The longest Red Cedar Management, LP has owned a single stock is 10 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SATS | ECHOSTAR CORP-A | 10 | 10 | 7.57% | 9.93% | 13.38% | Q4 2017 | Q1 2020 | 10 |
| SUM | SUMMIT MATLS INC | 10 | 10 | 4.99% | 8.12% | 10.32% | Q4 2017 | Q1 2020 | 10 |
| WEX | WEX INC | 10 | 10 | 1.82% | 7.15% | 18.22% | Q4 2017 | Q1 2020 | 10 |
| GDDY | GODADDY INC - CLASS A | 9 | 9 | 4.44% | 6.76% | 8.70% | Q4 2017 | Q4 2019 | 9 |
| MLM | MARTIN MARIETTA MATLS INC | 8 | 8 | 7.30% | 8.60% | 9.54% | Q1 2018 | Q4 2019 | 8 |
| SMPL | SIMPLY GOOD FOODS CO | 7 | 7 | 4.07% | 5.86% | 8.77% | Q4 2017 | Q2 2019 | 7 |
| USCR | US CONCRETE INC | 6 | 6 | 7.52% | 9.66% | 13.37% | Q4 2018 | Q1 2020 | 6 |
| QNST | QUINSTREET, INC. | 6 | 6 | 3.82% | 6.65% | 13.35% | Q4 2018 | Q1 2020 | 6 |
| DG | DOLLAR GENERAL CORP | 5 | 5 | 4.93% | 8.38% | 12.90% | Q4 2017 | Q4 2018 | 5 |
| MSFT | MICROSOFT CORP | 5 | 5 | 6.04% | 8.23% | 11.45% | Q4 2017 | Q4 2018 | 5 |
| ZTO | ZTO EXPRESS CAYMAN INC... | 4 | 1 | 3.32% | 4.25% | 5.27% | Q3 2018 | Q4 2019 | 5 |
| URI | UNITED RENTALS, INC. | 4 | 4 | 7.34% | 10.32% | 12.34% | Q1 2019 | Q4 2019 | 4 |
| AMTD | TD AMERITRADE HOLDING ... | 4 | 4 | 3.16% | 5.88% | 7.19% | Q4 2017 | Q3 2018 | 4 |
| BABA | ALIBABA GROUP HOLDING-... | 2 | 2 | 4.66% | 5.86% | 6.46% | Q1 2018 | Q4 2019 | 4 |
| HQY | HEALTH SELECT EQUITY | 4 | 4 | 4.13% | 5.77% | 7.74% | Q1 2019 | Q4 2019 | 4 |
| LOGM | LOGMEIN INC | 3 | 3 | 6.57% | 8.38% | 9.77% | Q4 2017 | Q2 2018 | 3 |
| DISH | DISH NETWORK CORP-A | 2 | 1 | 2.95% | 7.34% | 12.65% | Q4 2017 | Q2 2019 | 3 |
| BCOR | BLUCORA INC | 3 | 3 | 1.98% | 5.67% | 8.20% | Q3 2019 | Q1 2020 | 3 |
| CAT | CATERPILLAR INC | 3 | 3 | 3.93% | 5.15% | 5.90% | Q4 2018 | Q2 2019 | 3 |
| DISH | DISH NETWORK CORP-A | 3 | 3 | 0.34% | 4.95% | 8.93% | Q1 2018 | Q3 2018 | 3 |
| CTRP | CTRIP COM INTL LTD | 2 | 1 | 3.90% | 4.33% | 4.79% | Q4 2017 | Q2 2019 | 3 |
| LOW | LOWE'S COMPANIES, INC. | 3 | 3 | 1.94% | 3.12% | 3.78% | Q2 2019 | Q4 2019 | 3 |
| CRM | SALESFORCE COM INC | 3 | 3 | 1.81% | 2.75% | 3.48% | Q4 2017 | Q2 2018 | 3 |
| EGHT | 8X8 INC NEW | 2 | 2 | 4.36% | 5.39% | 6.42% | Q2 2018 | Q3 2018 | 2 |
| AAP | ADVANCE AUTO PARTS INC | 2 | 2 | 5.30% | 5.32% | 5.34% | Q1 2019 | Q2 2019 | 2 |
| AVTR | AVANTOR INC | 2 | 2 | 4.74% | 4.90% | 5.06% | Q3 2019 | Q4 2019 | 2 |
| LEA | LEAR CORP | 2 | 2 | 4.50% | 4.86% | 5.21% | Q4 2018 | Q1 2019 | 2 |
| EA | ELECTRONIC ARTS INC | 2 | 2 | 2.86% | 3.86% | 4.86% | Q2 2018 | Q3 2018 | 2 |
| TIF | TIFFANY & CO | 2 | 2 | 3.82% | 3.83% | 3.83% | Q1 2019 | Q2 2019 | 2 |
| DIS | WALT DISNEY CO/THE | 1 | 1 | 1.90% | 2.42% | 2.95% | Q4 2017 | Q3 2018 | 2 |
| HAIN | HAIN CELESTIAL GROUP INC | 1 | 1 | 9.36% | 9.36% | 9.36% | Q4 2017 | Q4 2017 | 1 |
| AMZN | AMAZON.COM INC | 1 | 1 | 7.28% | 7.28% | 7.28% | Q1 2020 | Q1 2020 | 1 |
| VMC | VULCAN MATERIALS CO | 1 | 1 | 5.92% | 5.92% | 5.92% | Q1 2020 | Q1 2020 | 1 |
| HD | HOME DEPOT INC | 1 | 1 | 4.34% | 4.34% | 4.34% | Q1 2020 | Q1 2020 | 1 |
| WFC | WELLS FARGO CO NEW | 1 | 1 | 4.29% | 4.29% | 4.29% | Q4 2017 | Q4 2017 | 1 |
| ALRM | ALARM.COM HOLDINGS INC | 1 | 1 | 3.87% | 3.87% | 3.87% | Q1 2020 | Q1 2020 | 1 |
| AXP | AMERICAN EXPRESS CO | 1 | 1 | 3.83% | 3.83% | 3.83% | Q1 2020 | Q1 2020 | 1 |
| FB | FACEBOOK INC-A | 1 | 1 | 3.74% | 3.74% | 3.74% | Q1 2020 | Q1 2020 | 1 |
| SCHW | CHARLES SCHWAB CORP | 1 | 1 | 3.62% | 3.62% | 3.62% | Q1 2020 | Q1 2020 | 1 |
| EEFT | EURONET WORLDWIDE | 1 | 1 | 3.43% | 3.43% | 3.43% | Q4 2019 | Q4 2019 | 1 |
| MS | MORGAN STANLEY | 1 | 1 | 3.38% | 3.38% | 3.38% | Q1 2020 | Q1 2020 | 1 |
| QCOM | QUALCOMM | 1 | 1 | 3.37% | 3.37% | 3.37% | Q1 2020 | Q1 2020 | 1 |
| GM | GENERAL MOTORS | 1 | 1 | 3.19% | 3.19% | 3.19% | Q4 2019 | Q4 2019 | 1 |
| BKNG | BOOKING HOLDINGS INC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q3 2019 | Q3 2019 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q3 2018 | Q3 2018 | 1 |
| MCD | MCONDALD S CORPORATION | 1 | 1 | 2.74% | 2.74% | 2.74% | Q1 2020 | Q1 2020 | 1 |
| TCOM | TRIP COM GROUP LTD | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2020 | Q1 2020 | 1 |
| DRI | DARDEN RESTAURANTS INC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2020 | Q1 2020 | 1 |
| GNTX | GENTEX CORP | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2018 | Q1 2018 | 1 |
| SEIC | SEI INVESTMENT CO | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2020 | Q1 2020 | 1 |
| TJX | TJX COS INC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2020 | Q1 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including ECHOSTAR CORP-A, SUMMIT MATLS INC, and WEX INC, are the highest-conviction holdings of Red Cedar Management, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Red Cedar Management, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Red Cedar Management, LP owns currently or has owned in the past.