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 2017 is set out in the following table.

Valued at closing prices at 31 May 2017
Total Value
$'000
1 LIC
Lifestyle Communities
13,599
2 QUB*
Qube Holdings
12,449
3
MFT
Mainfreight 10,795
4
IRE
IRESS
10,080
5
ALQ* ALS 10,066
6
CGF*
Challenger
8,457
7 SEK*
Seek
8,385
8 FNP
Freedom Foods Group
8,325
9 ILU*
Iluka Resources
8,167
10 AWC*
Alumina
8,039
11 RMD*
ResMed
7,959
12 NUF*
Nufarm 7,884
13 AUB
AUB Group
 7,867
14 PPT*
Perpetual
7,599
15 TWE*
Treasury Wine Estates
6,834
16 ARB
ARB Corporation
6,581
17 CVW
ClearView Wealth
6,500
18 IPL*
Incitec Pivot
6,453
19 JHC
Japara Healthcare
6,264
20 REH
Reece
6,171

Total

168,473

As % of Total Portfolio
(excludes cash)

50.3%

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