Red Cedar Capital, LLC 13F 持仓 · 最近申报 2022年Q4
Red Cedar Capital 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 190 只证券，申报市值合计 1.58 亿美元。前几大持仓：AZO（10.42%）、BOC（8.06%）、CPRT（7.24%）。本季前 25 大持仓中：增持 9 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AZO | AutoZone Inc. | $16.4M | 10.42% | 6,662 | 减持 |
| 2 | BOC | Boston Omaha Corpora | $12.7M | 8.06% | 479,394 | 增持 |
| 3 | CPRT | Copart Inc | $11.4M | 7.24% | 187,466 | 增持 |
| 4 | BRKB | Berkshire Hathaway Inc. | $10.4M | 6.57% | 33,510 | 减持 |
| 5 | ROST | Ross Stores Inc | $8.5M | 5.36% | 72,823 | 持平 |
| 6 | KO | Coca Cola Co. | $5.9M | 3.74% | 92,707 | 持平 |
| 7 | WAT | Waters Corp | $5.8M | 3.67% | 16,912 | 增持 |
| 8 | HCA | HCA Healthcare Inc. | $5.5M | 3.48% | 22,889 | 增持 |
| 9 | ACN | Accenture Plc Cl A | $5.3M | 3.39% | 20,048 | 增持 |
| 10 | WFC | Wells Fargo Co New | $5.3M | 3.38% | 129,200 | 持平 |
| 11 | TFX | Teleflex Incorporated | $5.2M | 3.29% | 20,789 | 增持 |
| 12 | BRK/A | Berkshire Hathaway Inc. | $5.2M | 3.27% | 11 | 持平 |
| 13 | GOOG | Alphabet Inc Class C | $4.2M | 2.66% | 47,093 | 持平 |
| 14 | ELV | Elevance Health Inc | $3.5M | 2.24% | 6,880 | 持平 |
| 15 | GOOGL | Alphabet Inc Class A | $3.2M | 2.05% | 36,700 | 持平 |
| 16 | VMI | Valmont Industries Inc. | $3.1M | 1.97% | 9,386 | 减持 |
| 17 | TJX | Tjx Companies Inc | $2.9M | 1.82% | 36,015 | 持平 |
| 18 | AAPL | Apple Inc | $2.4M | 1.49% | 18,135 | 持平 |
| 19 | FWONA | Liberty Media Corp Delaware | $2.2M | 1.38% | 40,845 | 持平 |
| 20 | UNH | UnitedHealth Group Inc | $2.2M | 1.37% | 4,066 | 持平 |
| 21 | MG | Mistras Group Inc | $1.9M | 1.24% | 395,210 | 增持 |
| 22 | DEO | DIAGEO P L C | $1.9M | 1.18% | 10,482 | 持平 |
| 23 | USB | US Bancorp Del | $1.9M | 1.18% | 42,537 | 增持 |
| 24 | TEVA | Teva Pharm Inds Ltd | $1.7M | 1.08% | 186,501 | 增持 |
| 25 | PEP | Pepsico Incorporated | $1.6M | 1.04% | 9,065 | 持平 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR