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 31 August 2018 is set out in the following table.

Valued at closing prices at 31 August 2018 Total Value
$'000
1 LIC Lifestyle Communitites
15,908
2 QUB Qube Holdings 14,432
3
MFT
Mainfreight 12,935
4
AWC* Alumina 12,049
5
SEK* Seek 10,906
6
REH Reece 10,553
7 IRE IRESS
10,416
8 TPM TPG Telecom 9,936
9 FNP Freedom Foods Group
9,562
10 WEB Webjet 9,345
11 CGF Challenger 9,283
12 AUB AUB Group 9,130
13 RMD ResMed 8,514
14 ARB ARB Corporation
8,333
15 CYB CYBG 8,305
16 ALQ* ALS 8,240
17 BRG Breville Group
8,186
18 EQT EQT Holdings 7,932
19 CPU Computershare 7,688
20 SOL Washington H Soul Pattinson & Company 7,637

Total

199,290

As % of Total Portfolio
(excludes cash)

49.8%

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