Managers / Q4 2023 · view latest →
RED CEDAR INVESTMENT MANAGEMENT, LLC
CIK 0001734398 · 333 BRIDGE ST. NW, SUITE 601, GRAND RAPIDS, MI, 49504 · 616-378-6894
Reported Value
$694M
Q4 2023
Positions
74
Filings on Record
30
2019–present window
Filed
Feb 6, 2024
original filing
Summary
Red Cedar Investment Management, Llc reported $694M in U.S.-listed holdings across 74 positions for Q4 2023.
The portfolio is heavily concentrated: VONE alone accounts for 22.9% of reported value.
Compared with Q3 2023, the fund opened 4 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 79.7% · $553M
- Common Stock · 18.1% · $125M
- Other · 1.4% · $10M
- REIT · 0.8% · $6M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $965M | 92 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $926M | 86 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $853M | 82 | Oct 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $792M | 81 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $723M | 80 | Apr 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $796M | 76 | Jan 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $788M | 78 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $733M | 77 | Jul 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $801M | 83 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $694M | 74 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $654M | 75 | Oct 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $657M | 83 | Jul 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $647M | 78 | Apr 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $633.9B | 85 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $585M | 85 | Oct 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $611M | 88 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $717M | 91 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $835M | 93 | Feb 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $766M | 95 | Nov 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $753M | 78 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $773M | 80 | May 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $669M | 87 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $547M | 72 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $427M | 81 | Aug 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $233M | 32 | May 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $376M | 26 | Feb 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $317M | 24 | Nov 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $273M | 24 | Aug 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $291M | 27 | Apr 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $289M | 27 | Jan 31, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.