RED CEDAR CAPITAL, LLC

PrivateCIK: 1729867
Location

OMAHA, NE

191
Positions
$157.7K
Total AUM (reported)
2.42M
Total Shares

Allocation by class

TOTAL AUM$157.7K191 positions
COM$111.2K70.5%
CLASS B NEW$10.4K6.6%
SHS CLASS A$5.3K3.4%
CLASS A$5.2K3.3%
CAP STK CLASS C$4.2K2.7%
CAP STK CLASS A$3.2K2.1%
COM SER A FRMLA$2.2K1.4%

Portfolio Concentration

Top 325.7%4–1029.6%11–2527.3%Rest17.4%TOP 1055.3%0%100%
Top 3$40.5K25.7%
4–10$46.7K29.6%
11–25$43.0K27.3%
Rest$27.5K17.4%

Top 3 weight

25.7%

Top 10 weight

55.3%

Voting Authority Distribution

Total shares with voting rights: 2.42M

Sole

Full voting authority

2.42M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole191
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings191
Rows:

AutoZone Inc.

SOLE
Com
Shares6.66K
TypeSH
Market value$16.4K
10.42%
Sole
6.66K
Shared
0.00
None
0.00

Boston Omaha Corpora

SOLE
Com
Shares479.39K
TypeSH
Market value$12.7K
8.06%
Sole
479.39K
Shared
0.00
None
0.00

Copart Inc

SOLE
Com
Shares187.47K
TypeSH
Market value$11.4K
7.24%
Sole
187.47K
Shared
0.00
None
0.00

Berkshire Hathaway Inc.

SOLE
Class B New
Shares33.51K
TypeSH
Market value$10.4K
6.57%
Sole
33.51K
Shared
0.00
None
0.00

Ross Stores Inc

SOLE
Com
Shares72.82K
TypeSH
Market value$8.5K
5.36%
Sole
72.82K
Shared
0.00
None
0.00

Coca Cola Co.

SOLE
Com
Shares92.71K
TypeSH
Market value$5.9K
3.74%
Sole
92.71K
Shared
0.00
None
0.00

Waters Corp

SOLE
Com
Shares16.91K
TypeSH
Market value$5.8K
3.67%
Sole
16.91K
Shared
0.00
None
0.00

HCA Healthcare Inc.

SOLE
Com
Shares22.89K
TypeSH
Market value$5.5K
3.48%
Sole
22.89K
Shared
0.00
None
0.00

Accenture Plc Cl A

SOLE
Shs Class A
Shares20.05K
TypeSH
Market value$5.3K
3.39%
Sole
20.05K
Shared
0.00
None
0.00

Wells Fargo Co New

SOLE
Com
Shares129.20K
TypeSH
Market value$5.3K
3.38%
Sole
129.20K
Shared
0.00
None
0.00

Teleflex Incorporated

SOLE
Com
Shares20.79K
TypeSH
Market value$5.2K
3.29%
Sole
20.79K
Shared
0.00
None
0.00

Berkshire Hathaway Inc.

SOLE
Class A
Shares11.00
TypeSH
Market value$5.2K
3.27%
Sole
11.00
Shared
0.00
None
0.00

Alphabet Inc Class C

SOLE
Cap Stk Class c
Shares47.09K
TypeSH
Market value$4.2K
2.66%
Sole
47.09K
Shared
0.00
None
0.00

Elevance Health Inc

SOLE
Com
Shares6.88K
TypeSH
Market value$3.5K
2.24%
Sole
6.88K
Shared
0.00
None
0.00

Alphabet Inc Class A

SOLE
Cap Stk Class A
Shares36.70K
TypeSH
Market value$3.2K
2.05%
Sole
36.70K
Shared
0.00
None
0.00

Valmont Industries Inc.

SOLE
Com
Shares9.39K
TypeSH
Market value$3.1K
1.97%
Sole
9.39K
Shared
0.00
None
0.00

Tjx Companies Inc

SOLE
Com
Shares36.02K
TypeSH
Market value$2.9K
1.82%
Sole
36.02K
Shared
0.00
None
0.00

Apple Inc

SOLE
Com
Shares18.14K
TypeSH
Market value$2.4K
1.49%
Sole
18.14K
Shared
0.00
None
0.00

Liberty Media Corp Delaware

SOLE
Com Ser A FRMLA
Shares40.84K
TypeSH
Market value$2.2K
1.38%
Sole
40.84K
Shared
0.00
None
0.00

UnitedHealth Group Inc

SOLE
Com
Shares4.07K
TypeSH
Market value$2.2K
1.37%
Sole
4.07K
Shared
0.00
None
0.00

Mistras Group Inc

SOLE
Com
Shares395.21K
TypeSH
Market value$1.9K
1.24%
Sole
395.21K
Shared
0.00
None
0.00

DIAGEO P L C

SOLE
Spon ADR New
Shares10.48K
TypeSH
Market value$1.9K
1.18%
Sole
10.48K
Shared
0.00
None
0.00

US Bancorp Del

SOLE
Com New
Shares42.54K
TypeSH
Market value$1.9K
1.18%
Sole
42.54K
Shared
0.00
None
0.00

Teva Pharm Inds Ltd

SOLE
Sponsored ADR
Shares186.50K
TypeSH
Market value$1.7K
1.08%
Sole
186.50K
Shared
0.00
None
0.00

Pepsico Incorporated

SOLE
Com
Shares9.06K
TypeSH
Market value$1.6K
1.04%
Sole
9.06K
Shared
0.00
None
0.00
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