List of Investments

List of Top 20 Investments

Investments included in the Mirrabooka portfolio are selected for their profitability and long-term growth prospects.

A list of Mirrabooka's 20 largest holdings as at 30 June 2018 is set out in the following table.

Valued at closing prices at 30 June 2018 Total Value
$'000
1 LIC Lifestyle Communitites
16,546
2 MFT Mainfreight 12,735
3
QUB
Qube Holdings 12,602
4
AWC* Alumina 11,743
5
FNP Freedom Foods Group 11,407
6
SEK* Seek 10,706
7 REH Reece
10,620
8 CGF Challenger 10,140
9 ARB ARB Corporation
9,589
10 IRE IRESS 9,331
11 RMD* ResMed
8,949
12 AUB AUB Group 8,550
13 CYB CYBG 7,938
14 WEB Webjet
7,398
15 CPU Computershare 7,372
16 OCL Objective Corporation 7,350
17 ILU* Iluka Resources
7,162
18 ALQ* ALS 7,136
19 CAR* Carsales.com 6,721
20 SOL Washington H Sol Pattinson & Company 6,650

Total

190,646

As % of Total Portfolio
(excludes cash)

49.9%

* Indicates that options were outstanding against part or all of the holding