Red Cedar Management, LP current holdings: USA Stocks
Red Cedar Management, LP reported $0.05 billion in share positions in stocks (listed in the US), 17 positions, in its Form 13F for the quarter ended 2020-03-31; the largest are ECHO, QNST, AMZN.
- ECHO: Country of operation United States; Class CL A; Shares 252,240; Value $8,064,000.
- QNST: Country of operation United States; Class COM; Shares 1,000,000; Value $8,050,000.
- AMZN: Country of operation United States; Class COM; Shares 2,250; Value $4,387,000.
- VMC: Country of operation United States; Class COM; Shares 33,000; Value $3,566,000.
Form 13F-HR as filed (SEC CIK 1703147): quarter ended 2020-03-31, filed 2020-05-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2020-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| ECHO ECHOSTAR CORP-A | United States | CL A | 252,240 | $8,064,000 | 16.87% | 2020-03-31 | 2020-05-15 | — split 2025-08-26, ratio not on file |
| QNST QUINNSTREET, INC. | United States | COM | 1,000,000 | $8,050,000 | 16.84% | 2020-03-31 | 2020-05-15 | +79.38% |
| AMZN AMAZON.COM INC | United States | COM | 2,250 | $4,387,000 | 9.18% | 2020-03-31 | 2020-05-15 | +153.02% |
| VMC VULCAN MATERIALS CO | United States | COM | 33,000 | $3,566,000 | 7.46% | 2020-03-31 | 2020-05-15 | +124.62% |
| HD HOME DEPOT INC | United States | COM | 14,000 | $2,614,000 | 5.47% | 2020-03-31 | 2020-05-15 | +54.27% |
| ALRM ALARM.COM HOLDINGS INC | United States | COM | 60,000 | $2,335,000 | 4.89% | 2020-03-31 | 2020-05-15 | +38.37% |
| AXP AMERICAN EXPRESS CO | United States | COM | 27,000 | $2,311,000 | 4.84% | 2020-03-31 | 2020-05-15 | +256.73% |
| META FACEBOOK INC-A | United States | CL A | 13,500 | $2,252,000 | 4.71% | 2020-03-31 | 2020-05-15 | +342.92% |
| SCHW CHARLES SCHWAB CORP | United States | COM | 65,000 | $2,185,000 | 4.57% | 2020-03-31 | 2020-05-15 | +194.77% |
| MS MORGAN STANLEY | United States | COM | 60,000 | $2,040,000 | 4.27% | 2020-03-31 | 2020-05-15 | +466.94% |
| QCOM QUALCOMM | United States | COM | 30,000 | $2,030,000 | 4.25% | 2020-03-31 | 2020-05-15 | +172.14% |
| WEX WEX INC | United States | COM | 17,500 | $1,830,000 | 3.83% | 2020-03-31 | 2020-05-15 | +64.00% |
| MCD MCONDALD S CORPORATION | United States | COM | 10,000 | $1,654,000 | 3.46% | 2020-03-31 | 2020-05-15 | +41.51% |
| TCOM TRIP COM GROUP LTD | COM | 70,000 | $1,642,000 | 3.44% | 2020-03-31 | 2020-05-15 | +64.78% | |
| DRI DARDEN RESTAURANTS INC | United States | COM | 24,000 | $1,307,000 | 2.73% | 2020-03-31 | 2020-05-15 | +258.26% |
| SEIC SEI INVESTMENT CO | United States | COM | 20,602 | $955,000 | 2.00% | 2020-03-31 | 2020-05-15 | +123.03% |
| TJX TJX COS INC | United States | COM | 12,000 | $574,000 | 1.20% | 2020-03-31 | 2020-05-15 | +179.86% |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||