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 30 September 2017 is set out in the following table.

Valued at closing prices at 30 September 2017
Total Value
$'000
1 LIC Lifestyle Communitites
14,505
2 QUB*
Qube Holdings
12,897
3
MFT
Mainfreight 11,480
4
ALQ* ALS 10,798
5
IRE*
IRESS 9,559
6
AWC*
Alumina
9,113
7 CGF* Challenger
8,886
8 ILU* Iluka Resources
8,488
9 SEK*
Seek
8,291
10 RMD*
ResMed
8,243
11 AUB AUB Group
7,635
12 PPT* Perpetual
7,438
13 FNP Freedom Foods Group
7,306
14 ARB
ARB Corporation
7,266
15 CYB
CYBG 6,939
16 CPU*
Computershare
6,901
17 IPL*
Incitec Pivot
6,784
18 CVW ClearView Health
6,659
19 REH
Reece 6,533
20 NUF Nufarm
6,218

Total

171,938

As % of Total Portfolio
(excludes cash)

52.1%

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