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 November 2017 is set out in the following table.

Valued at closing prices at 30 November 2017
Total Value
$'000
1 LIC Lifestyle Communitites
16,451
2 QUB*
Qube Holdings
13,773
3
MFT
Mainfreight 11,165
4
CGF* Challenger 9,935
5
RMD* ResMed 9,345
6
AWC*
Alumina
9,239
7 SEK* Seek
9,173
8 IRE* IRESS
9,136
9 FNP
Freedom Foods Group
8,975
10 ALQ*
ALS 8,776
11 ARB ARB Corporation
8,354
12 ILU* Iluka Resources
8,339
13 AUB AUB Group
7,938
14 CPU*
Computershare
7,777
15 CYB* CYBG 7,571
16 IPL*
Incitec Pivot
7,474
17 REH Reece
7,316
18 PPT* Perpetual
6,950
19 CVW ClearView Health 6,614
20 HSO Healthscope
6,551

Total

180,851

As % of Total Portfolio
(excludes cash)

53.6%

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