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 May 2018 is set out in the following table.

Valued at closing prices at 31 May 2018 Total Value
$'000
1 LIC Lifestyle Communitites
14,934
2 MFT Mainfreight 12,310
3
QUB
Qube Holdings 12,236
4
AWC Alumina 11,268
5
CGF Challenger 11,049
6
FNP Freedom Foods Group 10,357
7 SEK* Seek
9,988
8 REH Reece 9,982
9 ARB ARB Corporation
9,022
10 AUB AUB Group 9,004
11 RMD* ResMed
8,629
12 ALQ* ALS 8,214
13 IRE IRESS 7,737
14 ILU* Iluka Resources
7,679
15 CPU* Computershare 7,554
16 CYB CYBG 7,205
17 WEB Webjet
6,864
18 OCL Objective Corporation 6,846
19 HUB HUB24 6,821
20 NUF Nufarm
6,643

Total

184,342

As % of Total Portfolio
(excludes cash)

50.2%

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