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 28 February 2019 is set out in the following table.

Valued at closing prices at 28 February 2019 Total Value
$m
1 MFT Mainfreight
15.6
2 LIC Lifestyle Communities 12.3
3
QUB Qube Holdings 12.3
4
AWC* Alumina  11.6
5
BRG Breville Group 10.2
6
JHX James Hardie Industries 9.8
7 SEK* Seek
9.8
8 ARB ARB Corporation 9.3
9 IRE* IRESS 9.3
10 EQT EQT Holdings 9.1
11 REH Reece 8.8
12 WEB Webjet 8.6
13 RWC Reliance Worldwide Corporation 8.6
14 BKW Brickworks
8.5
15 FNP Freedom Foods Group 8.4
16 CAR Carsales.com 7.9
17 AUB AUB Group
7.8
18 WLL Wellcom Group 7.1
19 ALQ* ALS 6.9
20 ALX* Atlas Arteria 6.7

Total

188.5

As % of Total Portfolio
(excludes cash)

53.8%

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