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 July 2018 is set out in the following table.

Valued at closing prices at 31 July 2018 Total Value
$'000
1 LIC Lifestyle Communitites
15,576
2 QUB Qube Holdings 13,543
3
MFT
Mainfreight 12,675
4
AWC* Alumina 11,849
5
CGF Challenger 10,663
6
SEK* Seek 10,522
7 REH Reece
10,276
8 FNP Freedom Foods Group 9,061
9 IRE IRESS
8,959
10 RMD* ResMed 8,948
11 ARB ARB Corporation 8,833
12 CYB CYBG 8,545
13 AUB AUB Group 8,254
14 WEB Webjet
7,343
15 ILU* Iluka Resources 7,312
16 CPU Computershare 7,276
17 ALQ* ALS
7,063
18 SOL Washington H Soul Pattinson & Company 7,014
19 EQT EQT Holdings 6,628
20 TPM TPG Telecom 6,624

Total

186,965

As % of Total Portfolio
(excludes cash)

49.4%

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